Real-Time Tax on Sales, Invoices & Checkout

Where AvaTax Kicks In

Once connected, AvaTax calculates tax automatically wherever a taxable document is created:

• Sales Orders & Invoices – tax recalculates based on the customer's actual shipping/billing address as line items change.
• Website Checkout – if the eCommerce integration is active, tax is calculated live as the customer enters their address at checkout, showing the correct total before they pay rather than an estimate.

Address Validation

Since tax jurisdictions can be address-specific (down to which side of a street), use the Validate Address action on a customer to confirm/correct their address against Avalara's database before relying on the calculated tax — an unvalidated, slightly-off address is a common cause of a customer being taxed at the wrong jurisdiction's rate.

Committing Transactions

Posting an invoice commits that transaction to Avalara's records, which is what actually feeds your tax return there — a draft/uncommitted transaction is only a tax estimate. Voiding/cancelling a posted invoice should also reverse it in Avalara, keeping the two systems in sync automatically.