If your org is configured to use Avalara AvaTax to calculate tax on billing documents, you can calculate tax for a single billing document from its detail page or for multiple billing documents from the list view. Read Using Avalara AvaTax for Tax Calculation before calculating tax.
You can only calculate tax for draft billing documents where the External Tax Status is not "Finalized".
Calculating Tax for a Single Billing Document
To calculate tax for a single draft billing document using Avalara AvaTax:
- Click the Billing Documents tab.
- Click the Document Number of the draft billing document for which you want to calculate tax.
- Click Calculate Tax with Avalara. If you are using the enhanced Detail page, click Calculate Tax | With Avalara.
- To confirm the action, click Calculate Tax.
Calculating Tax for Multiple Billing Documents
To calculate tax for multiple draft billing documents using Avalara AvaTax:
- Click the Billing Documents tab.
- Select the draft billing documents for which you want to calculate tax in the list view.
- Click Calculate Tax with Avalara. The Calculate Tax with Avalara page displays the number of billing documents that will be processed. The page also lists any invalid billing documents with a description of the error. Invalid documents are excluded from the process.
- Click Calculate Tax. The process starts in the background.
You can click View Background Process to monitor the progress. For more information, see Monitoring the Progress of a Background Process. If errors occur when processing multiple documents, contact your administrator to confirm that an appropriate scope size is set.