Acumatica and Shopify Taxes: Sync Tax Rates

Syncing Acumatica and Shopify taxes is essential for eCommerce companies to avoid errors and streamline operations.

You can opt to create individual tax IDs for each e-commerce transaction, though this approach can become particularly cumbersome depending on transaction volume.

Prerequisites

·         Acumatica 2024 R1 or later

·         Avalara / AvaTax

·         Basic Tax Setup (including the TAXABLE Tax Category)

·         All items must be assigned to the TAXABLE Tax Category

Enable Automatic Creation of Tax IDs

1. Enable “External Tax Calculation Integration” in Acumatica

2. Create a Tax Zone

·         Tax Zone ID: An ID of your choosing

·         Description: (Optional)

·         Default Tax Category: TAXABLE

·         External Tax Provider: Checked

·         Provider ID: Leave blank

·         Tax Agency ID: Required – determines where taxes are paid

Vendor Setup: When creating a Vendor, enable “Tax Agency” on the General Tab.

Important: You must set the Tax Payable Account and (if applicable) Subaccount under the new Tax Agency tab, or you will encounter this error:

Inserting ‘Tax’ record raised at least one error. Please review the errors.
SalesTaxAcctID: ‘Tax Payable Account’ cannot be empty.
SalesTaxSubID: ‘Tax Payable Subaccount’ cannot be empty.

·         Tax Zone is Based On: Countries (Leave the details below this blank)

3. Set Shopify Store Settings in Acumatica

·         Tax synchronization: Checked

·         Default Tax Zone: Select the Tax Zone you created

·         Use As Primary Tax Zone: Checked

4. Set Sales Order Type Settings

Find the Order Type used for your Shopify store. Ensure the following settings are applied.

Tax Review

When orders import from Shopify, they should now match the taxes applied in Shopify.

Navigate to: Sales Order > Taxes Tab

Shopify Taxes in Acumatica

The ‘placeholder’ tax provider will insert taxes into the Tax ID table in Acumatica.

You’ll see entries populated by the External Tax Provider via the description.

Conclusion

With this setup, you can capture Shopify taxes automatically in Acumatica without needing to use Avalara directly or manage taxes manually.

This is ideal for eCommerce companies with a large online presence who prefer not to pay for Avalara but still want consistent, automated tax handling.