Automated Sales Tax Partner and Address Validation Feature
ROES Address Validation and Sales Tax Calculation
Use this article to understand ROES address validation, sales tax calculation, nexus locations, and support requirements for enabling dynamic tax and validation services.
Overview
ROES has implemented address validation and sales tax calculation through a third-party API. Address validation and sales tax calculation are important e-commerce functions that affect revenue accuracy, tax compliance, and customer experience.
The implementation uses the TaxJar API for automated sales tax management and address validation. The API provides RESTful endpoints with JSON request and response formats, and requests use API token authentication.
Business Problem
E-commerce platforms face two common problems when processing orders:
- Address quality issues: Customer-entered addresses may contain typos, incomplete information, or inconsistent formatting. Invalid addresses can cause failed deliveries, increased support costs, and poor customer satisfaction.
- Sales tax complexity: US sales tax regulations vary by state, county, and municipality. Manual sales tax calculation can be error-prone and difficult to maintain across many tax jurisdictions.
Authentication Note
All API requests require an API token passed in the Authorization header.
Sales Tax Calculation
ROES Web
In ROES Web, sales tax calculation is part of the core behavior.
Tax is based on the physical location of the lab or fulfillment location where the product is fulfilled and shipped from. This is also called the nexus. Multiple nexus locations are supported.
ROES Web salestax controls
- Disable sales tax calculation by setting salestax="false" on all shipping methods.
- Force a tax rate by setting salestax to a value such as .10 for 10%.
ROES Desktop
The default ROES Desktop sales tax calculation uses a fixed tax rate defined within the client configuration file.
The rate can be set to 0 to prevent sales tax from being calculated and applied. Dynamic sales tax calculation can also be enabled within the ROES Desktop client as a configuration-file-level change.
Information needed for ROES Desktop dynamic sales tax
Email support@softworksystems.com or submit a ticket at roeshelp.com. Support will need the full lab address:
Address Validation in ROES Desktop and ROES Web
Integrated address validation uses the USPS database to verify and standardize US addresses, providing rooftop-level accuracy for sales tax calculations.
The service validates addresses against current USPS data, making corrections to street names, last-line address details such as city, state, and ZIP code, and adding ZIP+4 information when available. This helps ensure the precise address is matched to the correct tax rate.
Address validation is disabled by default. Contact SoftWorks support personnel to have address validation enabled.
If this image does not display, open it directly: DesktopAddressValidated.png
Support Contact
To enable ROES Desktop dynamic sales tax calculation or address validation, email support@softworksystems.com or submit a ticket at roeshelp.com.
Expected Result
ROES Web should calculate sales tax using the configured nexus location behavior, and ROES Desktop can use either a fixed configuration-file tax rate or dynamic sales tax calculation when enabled by support. Address validation can be enabled through support for ROES Desktop and ROES Web.
Escalation Notes
- Confirm whether the issue is related to sales tax calculation, address validation, or both.
- For ROES Web, confirm the shipping method salestax values and any nexus-location configuration.
- For ROES Desktop fixed tax, confirm the configured tax rate and whether it should be set to 0.
- For ROES Desktop dynamic tax, collect the full lab address including address, city, state, and ZIP+4.
- For address validation requests, confirm support has enabled the validation service.