Sales Tax Integration

 

MoversSuite integrates with Avalara (http://www.avalara.com/) to offer a sales tax computation within Invoicing.  The system can compute the tax on items automatically or users will find a Calculate button to generate sales tax on the listed line items.

 

Figure 21: Calculate button

 

 

The Sales Tax field and Calculate button will appear within the New Complete Invoice screen (available for both a new or supplemental invoice) for branches setup for the Sales Tax functionality.

 

When the system is computing Sales Tax, a progress bar will appear.

 

Figure 22: Sales Tax progress bar

 

The computed tax displays above the Invoice Total field.

 

Figure 23: Computed Sales Tax

 

The computed tax amount appears on invoices (see Standard Invoices). 

 

Figure 24: Sales Tax on invoice report

 

Additionally, a Tax column displays within the Invoicing section on the Summary tab and within the Invoice Management screen when an invoice has a sales tax associated to it.  Note: Users can hover over the Tax field to see the tax amount assessed for the invoice.

 

Figure 25: Tax column within the Summary tab

 

Revenue generated by Sales Taxes will appear under appropriate grouping (assigned Revenue Group) within the Transactions tab.

 

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Refer to the Sales Tax field description within New Complete Invoice more information.