Aggregate trailing 12-month sales revenue and transaction counts per US state from your order management system
Compare each state's totals against that state's economic nexus threshold (commonly USD 100,000 revenue or 200 transactions, but thresholds vary)
For states where thresholds are exceeded, register nexus in Avalara via POST /api/v2/companies/:companyCode/nexus with jurisTypeId, jurisCode, and effectiveDate
Register for a sales tax permit with the state's Department of Revenue before collecting and remitting tax
Re-evaluate nexus annually or after significant sales growth and add new nexus records as thresholds are crossed
Known gotchas
Some states use a calendar-year lookback while others use rolling 12 months; use the stricter interpretation when in doubt to avoid retroactive liability
Marketplace facilitator laws in most states mean platforms like Amazon or Shopify Payments may remit tax on your behalf for marketplace sales; direct-channel sales are your own obligation
Registering nexus in Avalara does not substitute for a state registration permit; Avalara will calculate tax but you must independently register with each state's revenue authority
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp