QuoteWerks Tax Rate Lookup
QuoteWerks has a Tax Rate Lookup service for US postal codes that is included with the Real-time Module.
Overview
It is very important to have access to current tax rate information. How much time do you spend verifying the specific tax rate for the county next to yours or even the postal code down the street? With the built-in tax rate lookup, all you have to do is press a button.
Frequently Asked Questions
What is the Monthly or Annual Fee for the service?
While there is no Monthly or Annual Fee for this Tax Rate Lookup service, current maintenance is required. The Tax Rate
Lookup service is included with the Real-time Data
module. Find our more about the
Real-time Module pricing.
What States are included with the service?
All 50 states with their postal codes are included.
What tax rate information is available?
The State, County, City, and other tax rate breakdowns are included. If there is
a special tax added for a transportation or cultural district, you will be able
to see it.
How often are the tax rates updated and how are they installed in each
QuoteWerks installation?
The tax rates are updated monthly on our servers so you do not need to do
anything other than to click on the Lookup Tax Rate button within QuoteWerks to
receive the updated rates.
How does this service compliment the tax rate information in my CRM/PSA?
The QuoteWerks tax rate lookup service compliments the tax rate information
retrieved from your CRM/PSA application like ConnectWise and Autotask by verifying that the
tax rate information in your CRM/PSA is up to date and also enables you to see
the tax rate break downs.
Using the QuoteWerks Datalink feature, you can also auto-retreive the tax rate from your CRM or PSA like ConnectWise PSA and Autotask when you retrieve the contact.
Is there an integration with Avalara Avatax?
Through a third-party developer, there is an Avalara Avatax integration to QuoteWerks. Learn more about their integration here.