3rd Party Sales Tax
for QuoteWerks Desktop
3rd party add-on products are products written by other companies that integrate with QuoteWerks Desktop (using the QuoteWerks SDK) in order to provide a more complete customer solution.
Do your quotes have the appropriate tax rates on them? With the QuoteWerks Real-time module, the tax rate can be returned for a specified zip code. If you need more detailed tax rate information returned, our development partners have developed additional solutions.
Avalara Avatax Integration for QuoteWerks by ConnectIt Software / Hilltops IT Consultancy Services, LTD.
Due to the complex nature of state and local tax laws across North America, customers frequently find themselves quoting the incorrect tax rates on sales quotations which causes confusion, increased workload to resolve inconsistencies and ultimately affects the profitability on sales. In order to ensure accuracy, ConnectIt Software developed an integration with Avalara Avatax.
Avalara Avatax integration features:
- Enables the QuoteWerks user to check the address information on a QuoteWerks document. The address information in QuoteWerks is accurate and consistently formatted. Also the four digit routing information is returned for accurate tax calculations and courier delivery planning.
- Enables the QuoteWerks user to return accurate tax rate for a QuoteWerks document.Tax Rates based on the precise address location and not just the zip code.
- Enables the QuoteWerks user to return accurate tax amount for a QuoteWerks document.Tax amount calculations based on the precise address location and not just the zip code.
- Saving the Tax Calculation as a Transaction in Avalara AvaTax (or not).ConnectIt supports sending the tax calculation as a Sales Invoice or Sales Order which then saves the information in Avalara as a Transaction or using it just for the calculation, then discarding it respectively.
- Intuitive and user friendly.Just click the 'Resolve Address', 'Get Tax Rate' or 'Get Tax Amount' menu option from the QuoteWerks Tools menu and let ConnectIt do the rest.
- Many configuration options so that ConnectIt will work to suit your business requirements.