Executive summary:
- Transition from AvaTax to Shopify Tax.
- Impact on tax settings and customer exemptions.
- Targeted for Shopify Plus merchants in the US.
What changed
Shopify has deprecated the AvaTax app and migrated eligible US merchants to Shopify Tax, ensuring a smoother, more integrated tax handling system within the Shopify ecosystem.
Why it matters
Merchants benefit from improved tax compliance, streamlined tax administration, and potentially reduced costs associated with third-party tax services.
Role-specific impact
- Marketers: Enhanced compliance simplifies marketing across different regions without worrying about tax discrepancies.
- Developers: Fewer integrations to maintain with a more robust internal tax system now in place.
- Store admins: Easier management of tax settings, product tax codes, and customer exemptions directly within Shopify.
Implementation checklist
- Verify tax settings in Shopify Tax to ensure they reflect your previous configurations with AvaTax.
- Review customer exemptions and product tax codes for accuracy.
- Stay updated on further notifications from Shopify regarding tax compliance.
Resources
Refer to the Shopify Tax Manual for detailed information on managing your tax settings.
Need guidance? Talk to Makro.