Shopify - Acumatica Sales Tax Rounding Issue - Avalara AvaTax

Hi @nikki72 

Best way to deal this is to avoid re-calculation tax in Acumatica (bypass the tax) and add the same tax as custom tax for order.

Btw, if Price/Cost decimal places set to 2 in Companies screens of Acumatica, then chances are less of getting rounding issues since Shopify calculates the tax with 2 decimals.

Please let me know for any further queries

@nikki72  Thanks for the question. I also noticed this question is raised by many of our customers. Soon I will write an article about it. 

Using Acumatica Commerce Connector, if you configured the same Avalara account in both Shopify and Acumatica then the chances of discrepancies are greatly reduced.

Also, when the order is imported into Acumatica from Shopify, we force the Sales Order to have the exact taxes as it was in Shopify to make the Order total and Payment Total to be same. 

But the taxes might be different when the Sales Order is converted to Sales Invoice. This is because Acumatica will always recalculate the Taxes at Sales Invoice. According to GAAP(Generally accepted accounting principles), this is a must as ERP is also treated as an accounting software. We cannot bypass this. 

The easiest way to handle this would be is using the automatic write off procedure and you can provide the write off limit per customer and it is treated per document. 

I apologize if I haven't provided the answer you are looking for. Also, your current connector might have a customization to enforce to bypass the tax recalculation at Invoice and I was told it is not right. 

@josh.fischer I am unable to access that link - can you please assist?

Hi @annekseymour it appears your account was not linked to the “customer” role which gives you this access. I have fixed that but you will need to sign-out/sign-in to the community for the change to take effect. Thanks!