# About this guide

Source: https://developer.avalara.com/avatax-dm-combined-erp/about-this-guide/

# About this guide

Welcome to the _AvaTax and Document Management Integration Guide for ERPs_. This guide describes the steps you should follow in order to integrate both Avalara AvaTax and Document Management into your ERP system.

AvaTax provides sales and use tax calculations for your shopping cart or invoicing system at the point of purchase while accounting for:

-   Tax rates for each state, county, and city
-   Laws, rules, and jurisdiction boundaries
-   Special circumstances like tax holidays and product exemptions

Document Management is centered around the CRM component of your application. It provides a method for managing exempt customers, with AvaTax linking documents into your customer records. You just create and sync customer information between your platform and AvaTax, and you use AvaTax to send requests from your platform to your customers.

**Advice:**

-   AvaTax Document Management doesn't validate customer records.
-   CertCapture can be configured to automatically validate exemption documents or add them to a queue for manual validation.
-   AvaTax Exemptions doesn't have a queue.

The sections in this guide are broken down into individual milestones in the order that they should be completed, so be sure to complete a milestone before moving on to the next.

-   For **technology partners**, milestones includes a Certification Requirements section for you to quickly ascertain what needs to be accomplished in order to earn an [Avalara Sales Tax badge](https://developer.avalara.com/certification/avatax/) and a [Document Management](https://developer.avalara.com/certification/avatax/document-management-badge/) badge. The badge requirements are broken down into the following types:
    -   **Required**: This design element is required in order to become certified.
    -   **Conditional**: Depending on your use case, this design element may be required.
    -   **Suggested**: This design element is not required, but we recommend that your UI includes suggested elements.

Note that certification does not entail a code review from Avalara. The requirements are provided to help you create an integration that is straightforward and uncomplicated for your end users and to help ensure that your integration is tax compliant.

For **API customers**, we recommend that you follow this guide when using AvaTax APIs in your own systems.

**Disclaimer:** The information provided in this Integration Guide is based on standard practices. It is up to each individual developer to determine the applicability of such information and to verify the functionality and use of the information. All information, including examples of code, is provided on an "As-is" basis. Use of Avalara's website is covered by Avalara's site terms located here: [https://www.avalara.com/us/en/legal/site-terms.html](https://www.avalara.com/us/en/legal/site-terms.html).

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