You can now set a customer’s tax exemption status - tax exempt or not tax exempt directly from the Create Customer or the Update Customer API endpoints. This feature enables smoother integrations and more automated workflows for managing tax compliance. You could use this to: exclude tax collection for customers in specific countries, mark tax-exempt organizations like nonprofits or government entities as tax-exempt in Orb upon creation, or manage tax externally for a specific subset of customers.

More information about Orb's supported tax providers can be found here.

Orb makes it easy to manage tax for your customers. You can add each customers Tax ID directly in the platform, and we support a one-click tax exemption status for customers that qualify. Both of these ensure that the invoices you send your customers through Orb are always tax compliant. Read our docs for more information.

One of the most common workflows for any revenue-generating organization will eventually be charging, collecting, and reporting sales tax. Today, we're announcing our Avalara integration, which comes with full support for all Orb invoices. To begin using Avalara, reach out to the Orb team to enable the functionality in your environment. You can read our docs or watch this quick demo to see how it works.