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How to automate tax rates in Sugar 7.2 Professional?

Question asked by David David on Sep 11, 2014
Latest reply on Sep 11, 2014 by David David
I have set my Tax Rates in SugarCRM. In the process of creating Quotes, it is currently a manual process for selecting the correct Sales Tax Rate. Is there a way to automate this process? I'd like to select the Ship To in quotes and based on that account and related address to the account, have the appropriate sales tax selected. For Example, I select a ship to address with a Massachusetts address and the Massachusetts Sales Tax rate is populated on the quote. In addition, we deal with many not for profits, is it possible to flag accounts as taxable or non-taxable. In essence, I am trying to have Sugar calculate Sales Tax in a way that QuickBooks does.

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