We spend a lot of unnecessary time after switching invoices/quotes form QB to HubSpot by having to calculate taxes and manually input them into our invoices/quotes. We would love to see the option to automatically add the taxes based on zip.
Here’s a different approach to achieve what you’re wanting. Instead of trying to manually manage HubSpot rate tables, we built an integration so you can leverage Avalara’s tax engine to automate sales tax colculation.
The app, available in the HubSpot Marketplace, is called Sales Tax Powered by AvaTax.
So when you run a Quote, it returns the right tax value on a per line item basis based on the Ship To address of your buyer… instead of just returning the HubSpot tax rate based on a table that likely isn’t being updated nearly as often as tax rules change.
This will allow AvaTax to calculate the exact right taxes, based on where you are registered to assess tax and the taxability of what you’re selling based on the jurisdiction it’s being sold in.