Automated sales tax solutions for Shopify Plus customers

AvaTax sends real-time sales tax calculations to Shopify Plus using geolocation to map multiple rates and rules to each transaction. Once you activate AvaTax within Shopify Plus and set up your company profile, you can configure the setup to fit your unique business requirements for things like:

• Tax calculation settings for various tax types
• Exemption settings if you have exempt customers
• Product taxability settings for what you sell

Avalara provides a comprehensive Avalara University course designed specifically for Shopify Plus merchants to quickly and efficiently set up AvaTax. The implementation process takes you through every step to ensure AvaTax works seamlessly with your business. Users will typically:

• Assign and apply tax schedules 
• Set up taxability information
• Set up tax exemptions rules
• Configure more advanced rules

Want help with returns? Let Avalara automate your sales tax returns and filing.

To order online, sign in to your Avalara account or request an appointment.

Still have questions about AvaTax and Shopify Plus? Learn more at the Shopify Help Center or browse the Avalara Help Center.

Yes. AvaTax can manage your sales tax compliance across multiple companies, and even manage the process across complex corporate structures (parent/subsidiary companies, etc.). There’s no limit or extra cost for using AvaTax in multiple companies. Note: AvaTax requires users have only one company file open at a time

AvaTax requires an accurate and complete address in order to calculate the correct tax. If you have the latitude and longitude (U.S. only), AvaTax is also able to calculate tax from that information.

You can select which documents AvaTax should calculate tax for, choosing from estimates, sales orders, invoices, credit memos, and sales receipts.

Yes, AvaTax will calculate sales tax on credit memos.