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 Tax

View all tax by clicking Revenue > Tax > All Tax in the sidebar or go to https://revcent.com/user/tax

Tax Details

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.

Tax Profile

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 Tax Profiles

View all tax profiles by clicking the Revenue > Tax > Profiles link on the sidebar or going to https://revcent.com/user/tax-profiles

Create Or Edit A Tax Profile

Click New profile when viewing 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.

Tax Profile Details

Name

Enter a name for the tax profile. Required.

Description

Enter a description for the tax profile.

Status

Set the status of the tax profile.

Only Campaign(s)

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.

Use Third Party Integration

In the Tax calculation tab, set Calculation method to Third-party integration. You must first configure a tax-based third party integration, such as Avalara.

Enable All States

For State and ZIP rates, enable All states and ZIP codes to use all available US rates. Otherwise, add individual states in the same Tax calculation tab.

Third Party Integration

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.

1. Open Tax calculation and select Third-party integration as the calculation method.
2. Select a Tax integration, then click Save changes.

Tax Profile States

You can add multiple states for US state based zip code calculation when estimating or creating sales, renewals, etc.

1. Under Tax calculation, choose State and ZIP rates and turn off All states and ZIP codes.
2. Click Add state, expand the state panel, and choose a state.
3. Enable All state ZIP codes, or leave it off and select individual ZIP codes.

Example: Use All Rates

Example: Use Specific Rates

Open the ZIP codes selector and search by a five-digit ZIP code or tax region. Select each ZIP code to include.

Each option shows its tax region and combined rate. The tax rate for a ZIP code cannot be customized in this selector.