Avalara Developer Network Developer certCapture

Avalara AvaTax with CertCapture

Certification for Avalara AvaTax with CertCapture requires the delivery of all functional requirements shown below. This checklist assumes that you are using AvaTax in conjunction with CertCapture.

AvaTax Administration & Utilities Integration

The AvaTax Administration section provides the user with configuration, setup and utility functions necessary to administer the AvaTax sales tax calculation.

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Function
Comment
R
AvaTax Configuration – dialog window
The AvaTax Configuration Dialog window must allow the user to specify the configuration/connection information.
  • Account Number
  • License Key
  • URL
  • Company Code
R
Tests the connection to the AvaTax service and verifies the AvaTax credentials. This is an important element to allow for successful troubleshooting of the AvaTax service.
R
Tax Calculation – Disable tax calculation option
The user must have an option to turn on or off the AvaTax Calculation service independent of any other Avalara product or service.
R
User Implementation Guide
The User Implementation Guide should contain screenshots and information allowing the end user to configure AvaTax, including where the company code is entered, where the credentials are entered and where tax codes can be mapped.
R
Enable logging
Enables detailed AvaTax transaction logging within the application including capture of round-trip processing time.
N
Request time out definition
Define AvaTax request time out length, AvaTax best practices prescribes default setting of 300 ms.
N
AvaTax Admin Console link

Customer Record integration

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Function
Comment
R
Customer Code
Identify customer code (number, ID) to pass to the AvaTax service.
R
Exemption number
Customer record field populating exemption number in an AvaTax transaction. This is used for tracking those customers who have tax exempt transactions.
R
Entity/Use Code
This is a group of codes that indicate the type of exemption.  See the standard codes, but be aware that users are able to create custom codes as well.It is best to manage this value in your application’s Customer record and pass it to AvaTax as CustomerUsageType at either the document or line level, whichever is applicable. Note that either Exemption Number or Entity/Use code is required (not both). Entity/Use Code is preferred.
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Customer Creation
Creation of an exempt customer record triggers the creation of a customer record in   CertCapture.
R
Customer Updates
When exempt customer records are updated in the application, those same updates are applied to the customer record in CertCapture.
R
Certificate Requests
Exemption Certificate requests can be initiated from the customer record.
N
Status of Certificate Requests – Retrieved
Status can be retrieved from the customer record.
N
Status of Certificate Requests – Modified
Status can be modified (e.g. user can close them).
N
Status of Exemption Certificates
Status of Exemption Certificates and details can be retrieved.
N
Certificate Images
Exemption Certificate images can be retrieved.

Server Audit Clarity

Tax calculation should display a clean audit to limit errors and call volume to reasonable levels.

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Function
Comment
R
Pass connector identifier information via the TaxSvc.Profile.Client property
Integrations must include information about the connector, such as name, version, and company name, as a signature to each transaction. EXAMPLE: TaxSvc.Profile.Client = “Dynamics AX,9.0,MyApp for AX by ACME INC,1.0”
R
Reasonable errors on server-side analysis
There should be no errors except those that would result from normal (but invalid) user input (e.g. invalid address data). Such errors must be logged/displayed appropriately to the application.