Interactive demo · fictional business data

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.

Document layer
Invoice / Estimate / Field Quote
Triggers tax calculation on item change
Adapter layer
TaxProvider
calculate · commit · void · refund · exemption
Provider
Platform · Avalara · TaxJar · Sovos
Calculation + audit trail
Resolver: resolveTaxProfileOrDefault(jobAddress) — zip > city > county > state precedence; honors single-state vs multi-state mode.
Engine: calculateTax(profile, job) — handles per-line tax, AZ gross-receipts, capital-improvement exemption, repair-vs-new-install gates.
Fallback: Provider timeout (default 2.5s) auto-falls back to the platform engine. Every fallback is audited.

Tax automation providers

Click any provider to view the integration spec
✓
Current configuration

Avalara 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.

  1. ✓
    Provider alignmentComplete

    State footprint, exempt-customer cert types, and tax-on-labor rules mapped to Avalara tax codes. Sandbox + production credentials provisioned.

  2. ✓
    Connector + calculate pathLive

    TaxProvider interface + Avalara adapter shipped. Calculate wired into invoice, estimate, and field-quote flows. Every call audited. Automatic fallback on timeout.

  3. ✓
    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.

  4. ✓
    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.

  5. ✓
    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.