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How taxes are calculated
To calculate taxes, there are two specific events during the Sale Workflow:
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When the toggle Create tax transaction? is set to ON, the system will record the tax transaction on the Tax Provider Dashboard (Avalara or TaxJar) when creating an order.
On the contrary, when the toggle Create tax transaction? is set to OFF, then no tax transaction will be recorded on the Tax Provider Dashboard (Avalara or TaxJar) when creating an order.
How taxes are calculated in the orders into CRM?
In CRM have been implemented two different tax providers, such as:
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A more user-friendly UI has been recently developed in order to simplify the way users can include or not any of those two tax providers in the campaigns.
How to set up Taxes in a CRM Campaign?
Please follow the below steps to set the taxes into the campaign.
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Please note that if DFO has been set as Tax Provider, users can add the specific Sales Model to the Campaign, scrolling down from the Campaign Settings to the Product area, on this area, there is a field where the Sale Model can be chosen (see below example). |
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