@huffit Came across this post, instead of manually managing tax rates and deleting them, below is an alternate approach.
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a Quote is generated in HubSpot, AvaTax applies the right rules in real time based on current tax regulations, not an outdated rate table.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. It’s also more scalable, if someone on your team leaves, you don’t lose the process.
And in your case, you wouldn't need to worry about having to delete/update tax rates, and instead you can let AvaTax assess the taxability on a per line item/product basis in real time so tax is always correct.
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