Avalara

Accurate Tax Compliance with Avalara + Order Editing

Avalara is the leading tax automation platform, handling the complexity of sales tax calculation and compliance. When customers modify their orders through Order Editing, Avalara ensures taxes are calculated accurately—whether they're adding items, changing quantities, or updating their shipping address.

Why Tax Accuracy Matters for Order Edits

The Complexity

Order modifications create tax calculation challenges:

• Adding items may affect tax-exempt thresholds
• Address changes can shift tax jurisdiction
• Quantity changes alter taxable amounts
• Different products may have different tax rates

The Solution

Avalara + Order Editing handles this complexity automatically:

1. Customer adds items via Order Editing
2. Avalara recalculates taxes in real-time
3. New tax amounts display to the customer
4. Payment processing captures the correct amount
5. Tax records update for compliance reporting

How the Integration Works

Real-Time Tax Calculation

Every order modification triggers accurate tax calculation:

• Item additions: Calculate tax on new products at their specific rate
• Quantity changes: Adjust taxable amount and recalculate
• Address updates: Determine correct jurisdiction and rates
• Promotions applied: Handle tax implications of discounts

Address Validation

When customers update their shipping address:

• Validate the address for deliverability
• Determine the correct tax jurisdiction
• Apply location-specific tax rates
• Handle special tax zones and districts

Key Benefits

1. Accurate Taxes on Every Modification

No more tax calculation errors:

• Products taxed at correct rates
• Jurisdictions determined accurately
• Exemptions applied automatically
• Compliance maintained throughout

2. Customer Transparency

Customers see accurate totals:

• Updated tax amount displays before confirmation
• No surprise charges at delivery
• Clear breakdown of tax by jurisdiction
• Professional, trustworthy experience

3. Simplified Compliance

Tax reporting stays accurate:

• Modifications reflected in tax records
• Audit-ready documentation
• Multi-state compliance handled
• Nexus tracking updated automatically

Real Results from Avalara Merchants

Multi-State Retailer

A brand shipping to all 50 states:

• 100% tax accuracy on order modifications
• Zero compliance issues from edited orders
• $45,000 saved annually in potential penalties
• Automated handling of 11,000+ tax jurisdictions

High-Volume Brand

A retailer processing thousands of daily modifications:

• Real-time calculation at scale
• No checkout friction from tax delays
• Complete audit trail for every change
• Simplified month-end reporting

Technical Details

Events That Trigger Calculation

Customer Action	Avalara Response
Add item	Calculate tax on new item
Remove item	Recalculate total tax
Change quantity	Adjust taxable amount
Update address	Determine new jurisdiction
Apply promo code	Handle tax on discounted price

Data Flow

Order Editing → Customer modifies order

       │
       ↓
   Avalara → Calculates accurate taxes
       │
       ↓
Order Editing → Displays updated total
       │
       ↓
  Payment → Captures correct amount
       │
       ↓
   Avalara → Records for compliance

Supported Tax Scenarios

• State sales tax across all US states
• Local and district taxes for complex jurisdictions
• Product-specific rates for different categories
• Exemptions for qualifying customers
• International VAT for global brands

Address Validation Features

Standardization

When customers update their address:

• Correct spelling and formatting
• Verify deliverability
• Standardize to USPS format
• Prevent failed deliveries

Tax Jurisdiction Accuracy

Proper address handling ensures:

• Correct state, county, and city taxes
• Special district taxes applied
• Tax rate accuracy to street level
• Rooftop-level precision

Implementation

Quick Setup

1. Connect Avalara in Order Editing dashboard
2. Configure tax settings for your products
3. Enable address validation for edits
4. Test with sample modifications
5. Go live with confident compliance

Ongoing Benefits

• Automatic rate updates as laws change
• New nexus handling as you expand
• Audit support when needed
• Compliance reporting simplified

Why Tax-Conscious Brands Choose This Integration

"We sell to 48 states, and tax compliance was our biggest concern with order editing. Avalara integration solved it completely. Now customers can modify their orders, and taxes are always accurate—no exceptions."

— CFO, National Retailer

Avalara + Order Editing ensures tax compliance never stands in the way of a great customer experience.