Could Tax be set as a default for the company please so it doesnt have to be entered on each quote individually.
@MFack Here’s a different approach to achieve what you’re describing. It sounds like you’re aiming to stay compliant but relying on a mix of HubSpot rate tables and custom properties to do it.
The issue with rate tables and trying to manually dictate taxability of a client or product is the constant manual updates required. 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 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a Quote is generated in HubSpot, AvaTax applies the right rules in real time based on current tax regulations, not an outdated rate table.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. It’s also more scalable, if someone on your team leaves, you don’t lose the process.
In short, this integration lets Avalara’s tax engine do the heavy lifting so your team isn’t stuck maintaining compliance manually.