Avatax is not auto-populating when new lead record is saved

Avatax is not auto-populating when new lead record is saved.

Answer:

For the purpose of testing, use Standard Customer form on Lead record.

1. Navigate to Set up> Sales> Sales Preferences> On the Preferred Lead form select standard customer form> Save.

2. Navigate to Lists> Relationships> Leads> New.

3. Under Financial tab, tax item should be empty.

 

To enable this:

1. Navigate to Avalara> Setup> Configure Avalara> General tab

2. In the Default Taxcode To dropdown list, select New and Existing Customer(s)

3. Click on save.