Sales Tax Calculation in Opportunities and Sales Quotes

In MYOB Acumatica, sales tax calculations can be performed by the Avalara AvaTax service in opportunities and sales quotes. This topic provides an overview of the key configuration steps and important details related to the process.

Overview of Sales Tax Calculation in Opportunities and Sales Quotes

In MYOB Acumatica, the integration with Avalara AvaTax supports tax calculation in opportunities and sales quotes.

To initiate tax calculation in an opportunity or a sales quote, you do the following on the Opportunities (CR304000) or Sales Quotes (CR304500) form respectively:

  • Add taxable items on the Details tab.
  • Specify an Avalara tax zone on the Shipping tab in the Tax Settings section (if a business account with the Avalara tax zone is specified in the Summary area of the form, the system fills in the Tax Zone box automatically).

On saving the document, MYOB Acumatica sends a request to Avalara. The Avalara AvaTax service returns applicable taxes and specifies their tax IDs, tax rates, tax amounts, and taxable amounts on the Taxes tab of the form. The total tax amount is calculated and shown in the Tax Total box of the Summary area of the form. Additionally, the applied taxes are added to the Taxes (TX205000) form.

When a sales quote is generated from the opportunity, the system transfers the opportunity details, including the calculated taxes, to the sales quote on the Sales Quotes form. Similarly, when a sales order is created from an opportunity, the system transfers the opportunity details, including the calculated taxes, to the sales order.

Address Verification for Tax Calculation in Opportunities and Sales Quotes

The tax request sending to Avalara contains the shipTo and shipFrom parameters, which affect the selection of applicable taxes. MYOB Acumatica defines the shipTo address used in a tax request to Avalara according to the conditions described in the following table.

The table illustrates the conditions using the Opportunities (CR304000) form. The same logic is applied to tax requests sent to Avalara from the Sales Quotes (CR304500) and Sales Orders forms.

Settings Ship To Address
The Ship Via box is populated on the Shipping tab of the Opportunities form. The Common Carrier check box is selected on the Details tab on the Ship via Codes (CS207500) form for the specified ship via code. The shipTo address is the customer's address displayed in the Ship-To Address section on the Shipping tab of the Opportunities form.
The Ship Via box is populated on the Shipping tab of the Opportunities form. The Common Carrier check box is cleared on the Details tab on the Ship via Codes (CS207500) form for the specified ship via code. The shipTo address is one of the following:
  • The Warehouse address if a warehouse is specified in a detail line on the Details tab of the Opportunities form.
  • The branch address, if no warehouse is specified in a detail line.
The Ship Via box is cleared on the Shipping tab of the Opportunities form. The shipTo address is one of the following:
  • The warehouse address specified in a detail line.
  • The branch address, if a warehouse is not specified,

The system defines the shipFrom address to be used in a tax request to Avalara according to the conditions described in the following table.

Settings Ship From Address
A warehouse is not specified in a detail line on the Details tab. The shipFrom address is the branch address.
A warehouse is specified in a detail line on the Details tab. The shipFrom address is the warehouse address.