Avalara and Taxjar added to quoting
Sales Tax can be calculated at the estimating stage when integrating with TaxJar or Avalara. This allows estimators to add Sales Tax onto the estimates they are sending out to customers. printIQ will re-calculate tax at invoice stage, as these are the actuals and may differ from the accepted estimate/quote.
When there are products on a quote using ‘Uncalculated’ tax type, the Sales Tax field on checkout/ Order Details shows as TBC:
A setting known as Allow uncalculated tax to be calculated at quoting stage can be activated which will replace TBC with a ‘Calculate Tax’ button:
This setting can only by accessed by printIQ support staff.
When the ‘Calculate Tax’ button is clicked, tax is calculated for the selected quantities on all required items, including selected freight:
If anything changes on the estimate/quote that effects pricing such as, selected quantities, required items, items added or deleted, product price updates or freight changes, tax must be recalculated.
The ‘Calculate Tax’ button will reset and must be clicked again to bring back the updated tax figure.
When a change is made that effects pricing, users must wait until prices have updated before accepting the estimate/quote. A tooltip will appear above the ‘Complete Order’ button:
Also, if the quote is versioned or copied, tax will need to be recalculated on the newly created quote.
By default, tax does not need to be calculated for a quote to be accepted. There is a back-end setting that makes tax calculation a requirement to accept an estimate/quote.
This setting is known as Require Uncalculated Tax to be Calculated before Checkout.
This setting can only by accessed by printIQ support staff.
With the above setting active, and tax has not been calculated, the Complete Order button will be greyed out and a tooltip will show on hover, until tax has been calculated:
Printing and emailing the quote PDF will also be locked down until Sales Tax has been calculated.
API
There is also a new endpoint to calculate tax for a quote. A flag has been added to the existing GetPrice endpoint to calculate tax after pricing.
"CalculateTaxExternally" is at these endpoints:
- GetPrice
- GetPriceForProduct
- CreateQuoteWithDelivery
With the setting ‘Allow uncalculated tax to be calculated at quoting stage’ active, POST Method to above EndPoints will calculate the Tax Value of the Product.
It can also be run manually using the below EndPoint:
/api/QuoteProcess/CalculateUncalculatedTaxForQuote
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