Anyone having issues getting tax connect to calculate on orders?

Kinetic ERP
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1

User report is:

“You have to work at getting it to populate. Like check the box and hit calculate tax and refresh then toggle between panels they hit calculate tax again and keep repeating the process until it pops up. Very frustrating and causes issues with orders.”

Unfortunately we don’t get many orders with tax, and we aren’t paying the extra for Tax Connect in the pilot so troubleshooting this is gonna be a little more difficult.

Has anyone else experienced this or do you think its some kind of interaction between a BPM/Customization and Tax Connect?

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2

Seems OK today.

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We have had issues, but not lately. Maybe a year now.

Or people stopped complaining. Doubt it. (Hope not - my users better not be finding a workaround with taxes.)

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And it just calculates as soon as you hit Ready to Process and save?

4

I just did “calculate tax”

5

This is Production. I found an existing open order with tax and then made it recalculate the tax.

My screenshot showed it was done now (2/13/26 at 1:53 PM [Eastern]).

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6

I dug up the old ticket. It was July-October 2024.

The concern (then) was invoicing. It kept putting them on hold when it could not calculate tax. But it was super inconsistent.

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And as you can imagine Epicor blamed Avalara, and Avalara blamed us/Epicor.

So, you know, give it 3 months and it should fix itself.

7

A few gotchas we ran into when testing in Pilot within an Avalara Sandbox prior to going live - the part has to be taxable and the state per the Bill-to address has to be loaded in Avalara. The sandbox wasn’t a full representation of Live and not all states were loaded. The Tax Interface connection setup can be tested in Company Config > Tax Interface.

8

We had an issue yesterday on an order. No issues today though.

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9

Hard to pin this down, but it sounds like maybe its only happening with credit card orders with tax..

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