Important Notes

• If an Admin is creating an order on the backend and the AvaTax config option Address Normalization is set to Enabled, then the address will be set on the new order during the create process. A notice will be posted to alert the Admin of this, but the order must be manually edited if the normalized address was incorrect.
• Magento discounts are calculated into the price and not shown to Avalara as a discount. Currently, AvaTax does not support itemized discounting the way Magento does.
• The extension has only been tested in USD and only works for addresses in the US and CA.
• Transaction IDs in AvaTax are mapped to Magento's invoice and credit memo numbers; order number can be found in AvaTax's reference code 1 field on each record.
• All credit memos will use the date of the order's first invoice to calculate the amount of tax to refund.
• Default tax reporting in Magento displays tax collected by each tax rule you created in the system. However, when using AvaTax, Magento tax rules are not used; instead, tax rules and calculations are configured within AvaTax. Because of this, Magento's tax report will (correctly) show that there are no Magento tax rules collecting tax. A full tax report suite is available within your AvaTax dashboard.
• Since tax rates and configurations can change, the tax amount of orders can also change from the time the customer checks out and when orders are invoiced. If this happens, items in the queue will change to a status of Unbalanced and the difference will be recorded. Magento will continue to use the old amount (since that is what you collected from the customer) and the AvaTax dashboard will show the correct amount to be paid to the respective jurisdiction.
• If you've customized checkout at all, it is your responsibility to confirm the continued functionality of the changes to Onepage Checkout presented in this extension package to add Address Normalization. If you're using a completely custom checkout, you'll need to manually merge over these changes.
• AvaTax will only accept an invoice ID and credit memo ID once per store. Thus if you're testing in environments that are capable of duplicating those values, be careful to increment those values in Magento or create new test stores in AvaTax.