Avalara + QuoteWerks Update: Mature, Yet Wild

QuoteWerks users collectively said,  “The Avalara for QuoteWerks connector has what we need to achieve tax automation, but how about a bit more flexibility, eh? ”  So that is our theme for this update – giving businesses the flexibility to deploy the connector, automate tax burdens and avoid disrupting “business as usual”.  Pick any address, commit to AvaTax at any stage and assign tax categories based on the way you catalog your products.

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What’s New in 2.1?

Major Features

  • Validate Any Address: You may now choose which address to validate and send to AvaTax as the destination address (SoldTo, ShipTo, BillTo) for tax calculations
  • Tax Code Wildcards: Etilize and general tax code mappings now support wildcards. This allows logic statements like, “if the line item Description contains WARRANTY assign tax code A” and “if the Item Type starts with INSTALL assign tax code B”, maximizing tax code assignment flexibility
  • Commit to AvaTax At Any Stage: You may now choose when to commit the document to AvaTax, on Convert to Invoice or Order.  This is especially useful if you export orders to another system prior to or without ever converting them to an invoice in QuoteWerks

The Little Things

  • If configured to manage tax as a line item, the description of the tax line item will now include “Tax Exempt” plus the exemption type on fully exempt customers
  • The Generate Return button now forces a lookup on save to ensure we get a fresh tax calculation
  • Resolved a condition on address validation where the user would approve the address update, but in rare cases, it would not apply the changes
  • Resolved a condition where a call to AvaTax could still be made on an invoice that has already been committed as a record
  • Resolved a condition where, if managing tax as a line item, optional unselected line items in a group would be incorrectly included in tax calculations

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