This guide walks you through setting up your Shopify Plus store with our Reach entities and embedded solution, which includes powerful features, such as:

• Our true localization leads to higher conversions and lower fees.
• Complete global tax compliance with automatic collection and remittance.
• Flexible global scaling without the stress.

Reach plugs into your existing Shopify Plus storefront and unlocks the next level of your global business.

Step 1. Configure your Reach API keys

Configure your Reach API key to include settlement data for your Shopify account to ensure smooth reporting and settlement on Reach’s end. Follow these easy steps to complete the process:

1. Sign in to Shopify.
2. Click Settings and then click Apps and sales channels.

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Note

If your store doesn’t have developer apps, click Allow custom app development to continue. You will see the following screen.

Click Allow custom app development again.

3. Click Develop Apps in the top-right corner of the App and sales channels page.

5. From the App development screen, click Create an app.

6. From the Create an app modal, type the app’s name for the settlement in the App name field. We recommend using “Reach Data” as the app name.

7. Click Create app.
8. Click Reach Data on the App development page.

9. From the Overview tab on the Reach Data page, click the Configuration tab.
10. Click Configure in the Admin API integration section. If you have already configured this integration, you can skip this step.
11. Under Admin API access scopes, use the Filter access scopes field to locate and select the following checkboxes.
    • read_orders
    • read_products
    • read_shopify_payments_payouts
    • read_shopify_payments_disputes
    • read_shopify_payments_accounts
    • read_shopify_payments_bank_accounts

12. Click Save. Your Admin API access scopes will appear under the Admin API section in the Configuration tab.

13. Click API credentials.
14. Click Install app under Access tokens to install the application and generate your access tokens.

15. On the Install Reach Data modal, click Install to add it to your store. Your API access token and API keys are now available on the API credentials tab.

16. Reveal, copy, and save the following keys to a safe place:

    • Admin API access token: To protect your data, you can only reveal and copy your Admin API token once.
    • API key
    • API secret key

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    Important

    When saving API keys and tokens, you must store them securely. For example, keep confidential (secret) keys on your servers only and do not store them in version control systems. It helps protect your API keys from unauthorized access.

17. Reach will ask you to upload these keys to a secure location. Reach uses these keys to pull the orders and add them to their database.

Step 2. Activating Reach in Shopify Plus

Complete the steps below to configure a Reach business (selling) entity for each market you're selling into.

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Important

Do not begin these steps until the scheduled go-live call with Reach. Your Reach representative will securely provide you with business details, account representative information, government identification, and any business and ownership documents that Shopify requires.

Step 2a. Add or change a business entity

Under Add business entity, complete the required information. Reach will provide business details, account representative information, government identification, business documents, and ownership documents. Your Reach account representative will securely supply this information as needed.

1. Sign in to Shopify, and click Settings in the lower left corner.

2. Click Organization.

3. Enter the organization's name provided by your Reach representative in the Organization name field.

   

4. Under Business entities, choose one of the following options:

   • To add a new business entity, follow these steps:

     1. Click Add.

        

     2. Select the country where your business operates (where your customers are) from the Select dropdown list.

        

     3. Under How this business is registered?, select Registered.

        

     4. Select the option from the What type of business are you operating? dropdown provided by your Reach representative. The options in this list vary depending on the country you selected in step c.

        

   • To change a business entity:

     1. Click the entity under Business entities.

        

     2. Click the edit icon.

        

5. Enter the registered business name provided by your Reach representative in the Registered business name field.

6. 

7. Under Business entity address, enter the street address provided by your Reach representative in the Address field and verify that the remaining address fields are correct.

   

8. Click Save.

   

Step 2b. Add people

To add the account representative for this business entity, follow these steps:

1. Under People, click Add to add an account representative.

   

2. Choose one of the following options:

   • If an account representative exists, select the account representative from the Add dropdown list.

     

   • If no account representative exists, click Add new person from the Add dropdown list and complete the fields using the information provided by your Reach Representative. Note that you only need to provide this information when you create your first business (selling) entity. For each additional business entity, select the account representative you made for the first business entity.

3. When finished, click Save.

   

Step 2c. Add government identifications

To add the required government identifications, follow these steps:

1. Under Government identifications, click Add government identifications.

2. Select an identification type from the Identification type dropdown list. Your Reach representative will indicate which types to select. Note that the identification type varies based on the country/region associated with the business (selling) entity.

   

3. Enter the number in the Identification number field.

4. Click Save.

5. Repeat steps 1 through 4 for each additional identification type.

Step 2d. Add documents

To add the business and ownership verification documents for the business (selling) entity, follow these steps:

1. Under Documents, click Add document.

2. Choose a documentation type from the Documentation type dropdown list. Your Reach representative will indicate which types to select. Note that the documentation type varies based on the country/region associated with the business (selling) entity.

   

3. Click Add file, select the file, and then click Done. Your Reach representative will provide the required documents.

   

4. Repeat steps 1 through 3 for each additional identification type.

Step 3. Routing markets to entities

To create a market for each region you're selling into and map that traffic to the correct business entity (selling entity), follow these steps:

1. Return to your Shopify store's Home page and click Markets.

   

2. Click Create market.

3. From the New market page, enter the market's name in the Name field and click Add condition.

   

4. Select the checkbox next to each country where the market will sell, and click Done.

   

5. To route the market to a business entity created earlier, click Business entity and select the appropriate business entity from the list. For example, if you have a separate entity for each region, select the one corresponding to this market.

   

   The business entity associated with this market appears under Customized.

   

6. Click Taxes and duties and select the appropriate option. Your options are:

   • Dynamic tax display: Select this option if you want Shopify to include or exclude taxes based on the customer's region. This means that customers will see the final price with or without taxes, depending on where they are.

   • Show as included: Select this option for tax-inclusive countries. This means that the price shown to the customer already includes the applicable taxes.

   • Show as line item: Select this option for tax-exclusive countries.

     

7. Click Save. After saving, you're ready to accept payments through this selling entity.

8. Repeat 2-7 for each additional selling entity.

Step 4. Add the bank account

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Important

Reach is legally responsible for all aspects of payment processing, from receiving payments to processing refunds and chargebacks. For that reason, you must add Reach's bank account information. Your Reach representative will provide this information during the go-live call.

Adding the bank account

1. Click Payments, and then click Shopify payments.
2. Click Add Shopify Payments account.
3. Select a business entity from the Connect to a business entity list and click Continue.
4. Enter the bank account information provided by your Reach representative and click Save. The required bank account information for each country/region is provided below.
5. Repeat steps 2 through 5 for each additional business (selling) entity.

Australia

For Australia, provide the following information and click Save. By clicking Save, you agree to accept the terms and conditions.

Canada

For Canada, provide the following information and click Complete account setup to accept the terms and conditions.

The European Union

For the European Union, provide the following information and click Save. By clicking Save, you agree to accept the terms and conditions.

The United Kingdom

For the United Kingdom, provide the following information and click Save. By clicking Save, you agree to accept the terms and conditions.

The United States

For the United States, provide the following information and click Save. By clicking Save, you agree to accept the terms and conditions.

Contact Support message

When you add a bank account and click Save, the following message will appear:

Don't worry when presented with this message. Shopify will hold payouts while it verifies the new account, but shoppers can still seamlessly check out and complete their purchases. This verification process ensures your account's security without disrupting your shopping experience.

Step 5. Turn on the Avalara Tax Compliance app

Follow the instructions below to install and activate the Avalara Tax Compliance app on your Shopify store. This app ensures global tax compliance and the automatic collection and remittance of taxes.

Avalara connects to your store and syncs it to a Reach-managed Avalara account provided by your Reach representative. Reach will ensure your Shopify store shows customers accurate VAT, GST, and sales tax calculations. Reach also withholds, files, and remits the taxes we collect to the correct authorities. With Reach and Avalara, the tax doesn't have to be that hard.

Step 5a. Install the Avalara Tax Compliance app

1. From your Shopify admin, go to Settings and click Taxes and duties.
2. Scroll down to Apps.
3. Next to Avalara Tax Compliance, click Install.

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Note

Avalara Tax Compliance is a paid application, and Reach has purchased it on your behalf.

7. From the Avalara Tax Compliance page, click Install Avalara Tax Compliance.

8. To install the Avalara Tax Compliance app, click Install.

You'll see the Connect to your production account page for Avalara Shopify. At this point, your Reach representative will configure and activate the Avalara Tax Compliance app on your behalf.

Step 5b. Activate the Avalara Tax Compliance app

Your Reach representative will enter the Avalara credentials and activate and configure the Avalara Tax Compliance app. Avalara will import your Shopify stock keeping units (SKUs).

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Important

Do not begin this step until the scheduled go-live call with Reach. Your Reach representative will activate the Avalara Tax Compliance app during that call.

Once activated, verify the following items:

• Avalara Tax Compliance displays Active
• Regional settings display Backup only
• Understand Shopify-specific warnings
• Ensure the tax display for each market is correct
• Verify that "Include sales tax in product price and shipping rate" is turned off

Avalara Tax Compliance displays Active

After activating the Avalara Tax Compliance app, go to Taxes and duties and verify that Avalara Tax Compliance displays Active, indicating that Avalara now provides taxes and duties.

Regional settings display Backup only

The Regional settings on the Taxes and duties page display Backup only because Avalara overrides Shopify's regional settings.

Understand Shopify-specific warnings

You may also see the following warnings. Shopify displays warnings when Shopify tax calculations are not working. In this instance, Avalara Tax Compliance is activated and provides tax calculations instead of Shopify.

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Everything is OK

Shopify may still display specific warnings after configuring the Avalara Tax Compliance app. Don’t worry; everything functions correctly, and Avalara calculates taxes accurately. Additionally, note that your selected countries no longer appear in the list of countries under Regional settings, and you can disregard this list. Avalara takes care of taxes and duties for every country.

Ensure the tax display for each market is correct

Ensure that all your markets display the tax correctly. The tax display for each market should look like what you set up in Step 3. Routing markets to entities.

Verify that "Include sales tax in product price and shipping rate" is turned off

On the Taxes and duties page, clear the following checkbox:

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Important

Avalara Tax Compliance is currently active. Selecting this checkbox will negatively impact the tax calculations.

Step 6. Set up alternative payment methods (optional)

See Set up alternative payment methods for Shopify Payments or Shopify Plus (optional) for instructions.