RevCent offers the ability to calculate tax based on US ZIP codes or calculate tax using a third party vendor. Simply create a tax profile specifying whether to use our internal ZIP code calculation or a third party vendor.
View all tax by clicking Revenue > Tax > All Tax in the sidebar or go to https://revcent.com/user/tax
View tax details by searching for the tax in the top navigation search box, or clicking on the tax ID when viewing all tax.
The tax details page will display all related entities of the tax, i.e. sale, product sales, etc.
A tax profile in RevCent is a collection of tax rates organized by state and state zip codes. You can enable all US states, specific US state(s) as well as specific ZIP codes within a state(s).
When a purchase is made, RevCent will compare the customer ZIP code to any enabled tax profiles in your account. If the customer ZIP code matches a ZIP code within a tax profile, then RevCent will use the estimate combined tax rate for that ZIP code.
View all tax profiles by clicking the Revenue > Tax > Profiles link on the sidebar or going to https://revcent.com/user/tax-profiles
Create a new tax profile by clicking the Create New Tax Profile button when viewing all tax profiles or go to https://revcent.com/user/new-tax-profile
Edit an existing tax profile by clicking the edit button when viewing all tax profiles.
Enter a name for the tax profile. Required.
Enter a description for the tax profile.
Set the status of the tax profile.
If you wish to restrict this profile to only specific campaigns, select one or more campaigns. If none selected, then no campaign restrictions are in place. Useful for separating different business based on tax regions, etc.
If you wish to use a third party integration for tax calculation. You will need to have previously set up a third party integration that is tax based. Ex: Avalara.
Apply all available US states tax rates to all sales. If no, select specific states in the States tab.
If you wish to use a third party integration, instead of the US state based zip code calculation within RevCent, you will need to first create a third party integration, then select the third party integration from the list of integrations.
You can add multiple states for US state based zip code calculation when estimating or creating sales, renewals, etc.
When using specific rates within a state, select the ZIP code by clicking the checkbox in the last column for each row (ZIP code) which you want to apply tax.
RevCent uses the value in the Combined Rate column for calculating tax on a sale. The tax rate for a ZIP code cannot be customized at this time.