Avalara AvaTax is sales tax software that automates tax calculations and the tax filing process. Avalara provides real-time tax rates from more than 12,000 taxing jurisdictions (whereas Shopify’s taxes are based on ZIP codes).
Status and Eligibility
You will need to be on the ReCharge Pro plan to access Avalara. The Avalara integration is currently in beta.
Supported features
- Get accurate and up-to-date tax codes from more than 12,000 jurisdictions
- Fine-tune a set of tax rules to meet your business’s needs
- Create accurate reports of your business’s taxes
- Use tax overrides for each product you sell in Shopify
Enabling Avalara
Once you are on the ReCharge Pro plan, reach out to the ReCharge Support team to enable the beta integration on your ReCharge store.
How it works
Avalara Avatax is embedded in Shopify Plus and can be enabled by any Plus merchant. Enabling this integration involves creating tax codes in Avalara and then associating them with product variants in Shopify. When used with ReCharge's Avatax integration, both one time purchases through Shopify's checkout and subscription purchases made via ReCharge checkout, UI, or API will reference these tax codes in Shopify via the variant API.
First charge a checkout/UI/API
ReCharge references the Avalara tax code from Shopify (which is informed by Avalara Avatax) for a purchase, and then applies the correlated rate based on this specific Avalara tax code.
Recurring charges
ReCharge references the Avalara tax code from the queued charge JSON for a given subscription. These tax codes are updated if the charge is regenerated, and again each time a new charge is generated. Keep in mind, you must regenerate existing queued charges if you want them to reference any tax codes that were updated AFTER they were generated.
Reporting
Merchants who use the ReCharge/Avalara integration can leverage their tax reporting features with full confidence that subscription purchase information will be accurate. This is because ReCharge creates orders in Shopify with tax information and Shopify creates invoices in Avalara based on these orders.
Connecting 2 stores to 1 Avalara account
This is possible, you would just need to create 2 companies within the Avalara dashboard and have each store connected with each store, so it will be one account ID but 2 different companies within the dashboard.
Support for Avalara
If you have any questions or require more information about the feature set, reach out to the Avalara support team. If you require troubleshooting assistance, you can reach out to ReCharge support.