Note: This feature is currently available in the USA (with USD set as the currency)
Note: If you're interested in acquiring our Dynamic Tax feature, please contact support or your success manager!
This article helps you to manage the QuoteMachine Dynamic tax feature as follows:
Initial set up
Once you’ve acquired the dynamic tax feature you’ll be able to access it by navigating to My account > Taxes
To enable this feature, you must toggle the the dynamic tax setting
How it works
The tax is automatically determined based off of the contact’s shipping address
If a contact has no shipping address, then the default tax for the assigned location is applied
When a tax jurisdiction is found according to the contact’s shipping address, a new tax is created or the existing tax for that jurisdiction will be updated
When the tax on documents is updated
The tax rate is automatically updated when a document is created and the assigned contact has a valid shipping address
If the contact’s shipping address is updated on the document, our dynamic tax feature will find the appropriate tax for that jurisdiction
If you change the contact on the document and the new contact has a valid shipping address, the tax will automatically update in the document