Tax integrations connect CoreBridge with a supported tax provider so sales tax is calculated on Estimates and Orders. Avalara, and CoreBridge Tax Lookup, are available in the Tax category of Integrations Marketplace. The active tax integration supplies tax for companies and transactions that use Online Tax Lookup.
Note: CoreBridge can help with integration setup and how the integration works in CoreBridge. Questions about the tax provider itself go to that provider.
Table of Contents
- Benefits of Integrating with a Tax Provider
- Integrating Your CoreBridge System With a Tax Provider
- Related Articles
Benefits of Integrating with a Tax Provider
- Sales tax is calculated from the customer location and the items on the transaction.
- The active tax integration keeps Estimates and Orders on the same tax source.
- CoreBridge Tax Lookup provides online tax lookup without filing services. Avalara is connected to an account you already have with that provider.
Integrating Your CoreBridge System With a Tax Provider
The tax integrations in Tax are:
- CoreBridge Tax Lookup
- Avalara
CoreBridge Tax Lookup provides online tax lookup without filing services. TaxJar connects an existing TaxJar account and calculates tax for transactions in CoreBridge. Avalara connects an existing Avalara account and calculates tax for transactions in CoreBridge.
Note: Only one tax integration can be active at a time. If another tax provider is currently active, uninstall it or select Set Inactive before installing a different one.
Note: QuickBooks Online, Xero, and NetSuite integrations sync accounting activity. They are separate from these tax integrations. For more information, see CoreBridge's Supported Accounting Integrations.
Navigate to System Settings / My Business / Integrations Marketplace.
1. Select Tax.
2. Select a tax integration and follow the setup steps on that integration.
Related Articles
Avalara
CoreBridge Tax Lookup
CoreBridge's Supported Accounting Integrations
Integrations Marketplace Overview
Tax Groups
Tax Items
Taxability Codes