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Finance | Project Operations, Human Resources, ...
Suggested Answer

Sales Tax not calculating for sales order until clicking the sales tax button during invoice generation

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Hey all,

When my users generate an invoice via a sales order, the sales tax won't populate in the totals till after the sales tax button is clicked in the generate invoice prompt. If they don't click that button, it won't generate any sales tax at all on the invoice and it'll be missed. If it's relevant, my company uses Avalara Avatax.

pastedimage1589480441806v1.png

Before clicking sales tax in totals.

pastedimage1589480514866v2.png
When I click on sales tax.

pastedimage1589480608973v3.png

Totals after I click sales tax

pastedimage1589480697973v4.png

Any advice at all would be appreciated. I've been stuck on this for a day or two and I'm relatively new to dynamics

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  • André Arnaud de Calavon Profile Picture
    301,088 Super User 2025 Season 2 on at

    Hi Robby,

    I'm not familiar with  Avalara Avatax. Is this an add-on for Dynamics 365 Finance? If so, can you contact that vendor to ask if it is related? In the standard application, I'm not able to reproduce your scenario.

  • Suggested answer
    David Bader Profile Picture
    on at

    Hi Robby,

    Andre is correct that since Avalara is being used to generate the tax, it is likely that their code is coming into play here and overriding the core D365 for F&O code for sales tax.  

    It would be best to reach out to them. However, someone from the Community that uses Avalara may have seen this issue before and can provide some feedback.

  • David Bader Profile Picture
    on at

    Hi Robby,

    I see it has been awhile since your thread has been updated.  Were you able to get assistance from Avalara on this issue?

  • Community Member Profile Picture
    on at

    Currently in contact with them trying to solve the issue. I'll update the thread when we solve!

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