We are set up with the Acumatica Shopify connector for both US and Canadian transactions. We just implemented the Avalara connector.  

We generate sales via Shopify in Canada and the US, as well as B2B sales within Acumatica.  For the Shopify transactions, we let Shopify calculate the tax, and we are not recalculating tax in Acumatica - no call to Avalara. However, in the Shopify connector, the tax is set to Avalara so that the tax code is automatically set up in Acumatica - I believe this is done by the Avalara connector and is an API call to Avalara.  At month end, we extract all the Shopify transactions for US states where we are collecting tax and import those transactions into AvaTax.   

For all US B2B transactions, we enter the transaction in Acumatica and make an API call to Avalara to get the tax rate.  Upon invoice, the transaction is automatically sent to AvaTax. This means that whether or not we are charging tax in the ship to state, a call is made to Avalara for the tax. 

I’m looking for advice on how to set this up more efficiently:

• Automatically send the Shopify US transactions to AvaTax (note that when we set this up to flow thru to AvaTax, the Canadian taxes were not calculated properly)
• Reduce the API calls to Avalara when we are not registered to collect tax in a specific state. 

Thanks, 

Arlene