Export Shopify orders for the filing period using the Admin GraphQL bulk operations with tax line items included in the query
Query Avalara committed transactions for the same period via GET /api/v2/companies/:companyCode/transactions with $filter=date ge YYYY-MM-DD and status eq Committed
Map Shopify order IDs to Avalara transactionCode values and identify any orders present in one system but not the other
For missing Avalara transactions, determine whether they were voided, represent exempt sales, or were created outside the Avalara integration and reconcile accordingly
Sum both datasets by state jurisdiction and compare totals; discrepancies above a threshold should trigger investigation before filing
Known gotchas
Shopify reports tax collected while Avalara tracks tax calculated; they can diverge for orders where the customer was charged a rounded or overridden amount; flag and investigate rather than silently reconciling
Avalara transactions in Saved state (not committed) are not included in returns; ensure your integration commits transactions at order completion, not just creates them
Voided Avalara transactions reduce your tax liability for the period; ensure order cancellations and refunds in Shopify trigger corresponding Void calls in Avalara
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