When should I calculate tax?

Getting a tax calculation is the primary reason developers use AvaTax, and CreateTransaction is the starting point.

But when will you collect tax? The answer varies from system to system, but in general, the balance between an efficient use of the API and when your application's transaction workflow requires tax.

Note

Be sure that your system isn’t calling tax every time a line is added or changed because this can drive up usage.

Tip

Consider providing an explicit Calculate tax button, or simply calculate tax automatically before saving the document.