Fast forward several years to a rapidly growing company selling software and services in hundreds of tax jurisdictions across the US (as well as internationally). They needed a way to accurately calculate, capture, and report sales taxes without slowing down their high volume quoting and invoicing processes. They needed this system to be seamlessly integrated with their Dynamics CRM quote and invoice processes for customer address validation, quoting, invoicing, and compliance. We assisted them in selecting
We designed, created, and implemented a solution that utilizes the cloud services of AvaTax to provide full sales tax functionality within Dynamics CRM. Each time a customer address is entered, the address is immediately bounced off of the US Postal Service database which returns a normalized address which in turn updates the CRM address record (you can’t calculate accurate taxes if you don’t have an accurate address). For quotes, each time a line item is created or updated the relevant information (address, tax code, and amount) are similarly sent to the AvaTax service which instantly calculates the appropriate taxes at the appropriate rates for the appropriate jurisdictions, and returns the tax amount to update the quote in Dynamics CRM. When Invoices are finalized, details are automatically posted to
This solution has enabled Innovyze to nearly eliminate time spent calculating, capturing, and reporting sales tax details as they sell their software in hundreds of tax jurisdictions across the US. Their salespeople can focus on providing accurate quotes to their customers without spending any time researching or calculating appropriate sales taxes. Their administrators can quickly and confidently file accurate returns for the appropriate jurisdictions no tabulation or having to maintain knowledge of the ever changing tax codes. The solution allows them to focus instead on providing their customers the best software tools for managing water infrastructure which in turn allows them to continue to grow their company.
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