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Avalara Help Center

Calculate Sales Tax

This article applies to:Avalara AvaTax for CS-Cart

After you set up and configure your accounting software for AvaTax, calculate sales tax on a variety of transaction types:

  • Estimates
  • Orders
  • Invoices
  • Cash sales
  • Return authorizations
  • Credit memos
  • Cash refunds

Create one of those transaction types and click Save. Your accounting software uses the customer's ship-to address to calculate the correct sales tax. 

If you're applying discounts, take the following information into consideration:

  • The header-level discount is applied to all taxable items in the transaction
  • The line-level discount is applied to the item above the discount row
  • If both the header-level and the line-level discounts are applied, then their cumulative discount is applied to the line item.

Post the following transaction types from your accounting software to AvaTax:

  • Invoices
  • Cash sales
  • Credit memos
  • Cash refunds

Calculate sales tax - Store Front

To use AvaTax for CS-Cart to calculate sales tax, follow these steps:

  1. Add an item to the shopping cart and go to the CS-Cart checkout page.
  2. Under Billing and Shipping Address, fill in all the required fields, and then at the lower left, click Continue. AvaTax for CS-Cart calculates and displays the sales tax for this order. If you installed and configured AvaTax for CS-Cart correctly, AvaTax for CS-Cart will automatically verify whether the address entered is correct, and it will automatically figure out the correct sales tax for the order, based on the information you provided.

  3. If you see an error message like the one below, verify that the billing and shipping address information you entered is correct, reenter it, and then at the lower left, click Continue.

  4. In the Secure checkout screen, under Billing Options, fill in the billing options and at the lower left, click Submit My Order.


Change the status of an order

To change the status of an order, follow these steps:

  1. In CS-Cart, at the upper right, click the Administration tab , and then at the left, click the Orders tab.
  2. Under Status, click Open, click Complete or Processed, and under it, click Notify customer and Notify orders department.
  3. To backorder, decline, or cancel an order, in AvaTax for CS-Cart, next to the order, under Status, click Open and then click Backordered, Declined, Failed, or Canceled, and under it, click Notify customer and Notify orders department.

Configure sales tax for a promotion

To configure sales tax for a promotion in AvaTax for CS-Cart, follow these steps:

  1. In the CS-Cart administration panel, go to Marketing > Promotions.
  2. Click the + button on the right and choose Add cart promotion or Add catalog promotion.
  3. In the New promotion pane, follow these steps.
    1. Click the General tab and type or select the following information:
    2. Under Name, add a name for this promotion.
    3. Under Detailed Description and Short Description, type appropriate descriptions.
    4. Next to Store, select a store.
    5. If the promotion is limited by date, click the Use available period checkbox, and next to Available from and Available till, select the dates when the promotion starts and ends.
    6. Under Priority, add the priority number for this promotion. Applicable only if there is more than one promotion applicable to the product.
    7. Next to Stop other rules, click if you do not want other promotions to be active at a time.
    8. Next to Status, click Active.
    9. Click the Conditions tab and follow these steps:
    10. Type a Name.
    11. At the right, click Add condition.
    12. At the left, select a condition and options.
    13. Click the Bonuses tab and follow these steps:
    14. At the right, click Add bonus.
    15. Select a Product discount, applicable condition, and type a discount percentage.
    16. At the upper right, click Create.

Calculate sales tax on the promotion

AvaTax for CS-Cart calculates sales tax on the promotion's discounted price, as you can see below in the order details. The promotion's discount is distributed to each line item.