Tax Provider Integration
Integration architecture
Tax calculation is never embedded in route handlers. Every invoice, estimate, and field quote flows through one resolver → calculator pipeline. AvaTax sits behind the TaxProvider adapter today; if Flooring Studio ever needs to swap, it's a single-adapter change — the 60+ call sites don't move.
resolveTaxProfileOrDefault(jobAddress) — zip > city > county > state precedence; honors single-state vs multi-state mode.calculateTax(profile, job) — handles per-line tax, AZ gross-receipts, capital-improvement exemption, repair-vs-new-install gates.Tax automation providers
Click any provider to view the integration specAvalara AvaTax + AvaTax Returns — live
- ▸ Right-sized for Flooring Studio's 10–15 state footprint — no enterprise contract overhead.
- ▸ Construction-industry coverage in use — flooring-specific tax codes, explicit capital-improvement vs repair handling (critical for NJ and several Flooring Studio-relevant states).
- ▸ CertCapture in production — resale certs, government exemption forms, expiry tracking, coverage-state mapping.
- ▸ Single-vendor filing through Avalara Returns — covers Flooring Studio's state footprint without CPA preparing returns from exports.
- ▸ Platform-native engine retained as the calibrated fallback; every fallback is audited.
Rollout milestones
How the AvaTax integration came online and what the platform-native fallback covers behind it.
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✓Provider alignmentComplete
State footprint, exempt-customer cert types, and tax-on-labor rules mapped to Avalara tax codes. Sandbox + production credentials provisioned.
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✓Connector + calculate pathLive
TaxProvider interface + Avalara adapter shipped. Calculate wired into invoice, estimate, and field-quote flows. Every call audited. Automatic fallback on timeout.
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✓Commit / void / refund / exemptionLive
Commit on invoice send. Void on delete. Refund path on credit memos. Exemption-cert linkage in place; certificates managed in the AvaTax tab of Tax Configuration.
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✓Reporting + filing handoffLive
Tax-by-jurisdiction reporting driven by the AvaTax audit log (not inference). Avalara Returns handling state filings; CPA reviews monthly close from the same audit trail.
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✓Cutover + parallel-run validationComplete
Both engines computed in parallel during cutover; AvaTax now the system of record. Platform-native engine remains armed as automatic fallback. Variance against AvaTax tracked daily on the AvaTax audit log.