Manage AvaTax Excise orders

This app's order tools let you commit, void or send adjustments to AvaTax transactions you've created via the app.

Complete Set up AvaTax Excise and Configure AvaTax Excise transaction fields before using this guide. The order must already have an AvaTax Excise transaction created from checkout tax calculation.

Open the Excise order extension

1. In BigCommerce, open Orders.
2. Select the order you want to review.
3. Open the Excise adjustments panel or app extension.

The panel shows read-only order details from BigCommerce and editable AvaTax Excise fields used to send an adjustment. Note that the panel uses data from the BigCommerce checkout, and may not reflect any later changes made in the Avalara Excise Platform.

Confirm the transaction code

The Transaction code (ATE) is the AvaTax Excise transaction ID linked to the BigCommerce order. The app reads this value from the order’s tax data created during checkout. 

Commit, void, and adjustment actions all apply to the transaction with this transaction code.

If the transaction code is present, the order is ready for AvaTax Excise actions. If the transaction code is missing, the panel shows an adjustment unavailable message.

When no transaction code is found

If the panel says Adjustment unavailable, the app could not find an AvaTax Excise transaction ID on the BigCommerce order.

Check the following:

If the order was placed before AvaTax Excise was configured, create a new test order after setup and check the panel again.

Commit a transaction

Use Commit when the AvaTax Excise transaction should be finalized for Avalara processing and reporting.

1. Open the order extension.
2. Confirm the Transaction code (ATE) is present.
3. Click Commit.

Commit usually cannot be undone from the order extension. Confirm your Avalara workflow before committing production transactions.

Void a transaction

Use Void when the AvaTax Excise transaction should no longer be included in Avalara processing.

1. Open the order extension.
2. Confirm the Transaction code (ATE) is present.
3. Click Void.

Void usually cannot be undone from the order extension. Confirm that the transaction should be voided before continuing. Once a transaction is voided, it cannot be edited further.

Submit an adjustment

Use Submit adjustment when you need to send a replacement AvaTax Excise transaction for an existing order transaction.

1. Open the order extension.
2. Confirm the Transaction code (ATE) is present.
3. Review the BigCommerce order (read-only) section.
4. Review or update the fields in Avalara overrides (editable).
5. Review tobacco, nicotine, and vape document and line values.
6. Click Submit adjustment.
7. Review the response shown in the panel.

The app sends an AvaTax Excise CreateOrAdjust request with:

• The existing transaction code linked from the order.
• An adjustment reason.
• An adjustment description.
• A replacement transaction built from the BigCommerce order and editable override fields.

[Screenshot needed: Avalara overrides section showing Adjustment reason and Adjustment description.]
[Screenshot needed: Submit adjustment button before submission.]
[Screenshot needed: Successful adjustment response in the Last response panel.]

Adjustment reason and description

Each adjustment cam include a reason and description.

If you are not sure which reason to use, confirm with your Avalara implementation team.

Seller, buyer, transaction type, and title transfer overrides

The order extension starts with the default values from Avalara settings. You can override them for the adjustment before submitting.

These changes apply only to the adjustment being submitted from this order screen. They do not update the store’s default Avalara settings.

Document fields

This section controls document-level values on the replacement transaction.

Use YYYY-MM-DD date values. The default starts with the BigCommerce order date when possible.

Document custom values

Open Document custom strings / numerics to send additional AvaTax Excise document values.

Use these fields only when Avalara has instructed you to send additional document-level values for your tax scenario.

Line fields

The line table lets you review and edit product-level values for the replacement transaction.

For your products, confirm the correct units and product treatment before submitting an adjustment.

Read-only BigCommerce order data

The panel includes a BigCommerce order (read-only) section. These values come from BigCommerce and help you confirm that you are adjusting the correct order.

The read-only section may include:

• Order ID.
• Line count.
• AvaTax Excise transaction code.
• Transaction code source.

Changing editable Avalara fields cannot change the original BigCommerce order details.

Review the response

After commit, void, or adjustment, the panel shows Last response.

Use this response to confirm whether AvaTax Excise accepted the request. If Avalara returns an error, review the message and update the relevant order, customer, product, or AvaTax Excise configuration before trying again.

Common issues