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Fetch the complete documentation index at: https://docs.elasticfunnels.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

ElasticFunnels can calculate sales tax at checkout using any of three external services. The active integration is queried for every cart that has a shipping or billing state subject to sales tax, and the calculated rate is applied to the order before payment. You can configure multiple tax integrations per brand. The offer app tries them in the order shown on the integrations list — useful for fallback (e.g. TaxJar primary, Avalara backup).

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Supported providers

ProviderBest forAuth
TaxJarUS sales tax across all 50 states; SaaS-friendlyAPI key
AvalaraEnterprise; global jurisdictions, exemption handling, certificatesAccount ID + License key
TaxCloudFree tier for SST member states (member sellers pay nothing)API Login ID + API Key

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How it works

  1. Customer fills in their billing/shipping address on the checkout step.
  2. Before tax is shown, EF asks the configured tax provider for the rate using:
    • The customer’s destination state, ZIP, and city
    • The order line items and total
  3. The provider returns the tax amount.
  4. EF adds the tax line to the order total and re-renders the order summary.
  5. When payment succeeds, the tax amount stored on the conversion is exactly what was returned by the provider.
The same calculated tax flows into Shopify Order Sync (so your accountant sees matching numbers in Shopify), into the EF reports, and into the receipt email.

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Setup

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TaxJar

1

Get an API token

Sign up at taxjar.com. Open Account → TaxJar API → API Tokens and copy your token.
2

Activate in EF

Go to Integrations → Tax → TaxJar. Paste the token, save.
3

(Optional) Set nexus states

TaxJar uses your nexus configuration on its dashboard to decide which orders are taxable. Make sure your nexus list in TaxJar matches the states where you collect tax.

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Avalara

1

Get account credentials

From your Avalara account: Settings → License and API Keys → copy the Account ID and License Key.
2

Activate in EF

Go to Integrations → Tax → Avalara. Paste both credentials and save. Toggle Sandbox during setup if you want to use the sandbox environment.
3

Configure company code

Set the Company Code that matches the company entity in your Avalara dashboard. Avalara needs this to apply the right tax profile.

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TaxCloud

1

Sign up

Sign up at taxcloud.com. The plan is free for sellers in SST member states.
2

Get API credentials

Open Websites → pick your site → Manage Tax States to confirm coverage, then copy the API Login ID and API Key.
3

Activate in EF

Go to Integrations → Tax → TaxCloud. Paste both values, save.

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Multiple integrations & fallbacks

If you create more than one tax integration, EF tries them in order until one returns a valid response:
  1. First active integration is queried.
  2. If it returns an error or is unavailable, the next is tried.
  3. If all integrations fail, the order falls back to no tax (and a warning is logged).
This is useful for high-availability setups (TaxJar + Avalara as backup) or for switching providers without downtime.

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Troubleshooting

Either the destination address isn’t taxable in your nexus configuration, the integration credentials are wrong, or the integration call timed out. Check the checkout’s developer log on the conversion record.
Shopify Order Sync sends the tax amount exactly as collected in EF. If Shopify shows a different number, you have Shopify’s automatic tax also turned on — turn it off for orders tagged ElasticFunnel, or set Shopify to “tax included” so it doesn’t recompute.
The most common cause is a missing companyCode. Check the integration form has the correct company code from your Avalara dashboard.