All of our invoices are generated automatically from subscriptions. We need to add shipping address to know where we should be charging sales tax. Please allow us to add shipping address when we create subscriptions.
@ilonamiller How are you calculating the tax once you have the shipping address? I ask because the issue with rate tables is they require constant manual updates. Tax rules change often, and most businesses don’t have someone monitoring them closely, which makes the “set it and forget it” approach risky.
The integration we built in the HubSpot Marketplace, Sales Tax Powered by AvaTax, connects HubSpot to Avalara’s AvaTax engine so Avalara handles tax calculation for you. Here’s how it works:
- Map products: HubSpot product codes are mapped to Avalara tax codes so AvaTax knows what you’re selling.
- Map customers: Exempt customers in HubSpot are mapped to Avalara so AvaTax knows who qualifies. Since not all exemptions always apply the same way everywhere, Avalara tracks the nuances for you.
- Automated calculation: When a Quote is generated in HubSpot, AvaTax applies the right rules in real time based on current tax regulations, not an outdated rate table.
This means AvaTax automatically assesses both the product and the buyer, keeps you more accurate, and reduces risk.
And in your case, AvaTax would assess the taxability on a per line item/product basis in real time so tax is always correct.