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Solutions
U.S. Tax types
Sales and use tax
Retail, ecommerce, manufacturing, software
Consumer use tax
Buyer-owed taxes
industries
Retail
Sales tax for online and brick-and-mortar sales
Software
Tax compliance for SaaS and software companies
Manufacturing
Sales and use tax determination and exemption certificate management
Marketplaces
Marketplace facilitator tax laws
Accounting firms
Returns preparation, filing, and remittance for client
Communications
Tax management for VoiP, IoT, telecom, cable
Lodging
Short-term rental, hotel, B&B tax management
Beverage alcohol
Manage beverage alcohol regulations and tax rules
Fuel and energy
Excise tax management and compliance
INTERNATIONAL AND CROSS-BORDER
VAT Value-added tax compliance
Europe site
GST Goods and services tax compliance
India site
Brazil tax compliance
Brazil site
Cross-border sales
Item classification, customs duties, import taxes
Schedule a demo
Products
Overview
Why automate?
Our platform
Featured
AvaTax
Calculate rates
Returns
File and remit
ECM/CertCapture
Manage certificates
Sales Tax Risk Assessment
Determine obligation
State Sales Tax Registration
Get registered
Popular Integrations
Magento
Microsoft Dynamics
NetSuite
QuickBooks
Sage
Shopify Plus
Stripe Invoicing
Zuora
Browse 700+ integrations
See all products
Resources
Free Resources
Calculate sales tax
Tool
Free rates
Free assessment
Tool
Check your status
Manual compliance calculator
Tool
Determine your tax compliance cost
Sales tax laws by state
South Dakota v. Wayfair ruling and more
Learning
Resource center
Sales and use tax, nexus, Wayfair
Blog
Stay up to date
API documentation
Developer guides, SDKs, tools
FAQ: Sales tax collection and filing
Sales tax compliance basics
Support
Help Center
Read product documentation
Support
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Get training
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BEFORE YOU BEGIN
About this guide
Planning your integration
Common requirements
Sales and use tax requirements
Core sales and use tax requirements
Advanced features
Document Management requirements
companyId vs companyCode
Additional resources
Glossary
COMMON/SETUP
Authentication
About authentication
Sandbox vs Production environments
Authentication methods
Ping the server
Troubleshooting
Certification requirements
Test authentication
Error handling
AvaTax error messages
Certification requirements
Reasonable errors on server-side analysis
Configure AvaTax and Document Management
Configure your account
Setting up a company
Create and activate a company
Set up a hierarchy of subsidiary companies
About location-based filing
Set up location-based filing
Configure AvaTax Exemptions/CertCapture
Certification requirements
Test your setup
Configuring AvaTax FAQs
Design the admin and utilities user experience
Common
AvaTax and Document Management configuration window
Test connection button
Enable client-side logging
User guide
Request timeout definition
Sales and use tax
Enable/disable AvaTax
Option to disable document recording
Address validation implementation
Display prices with tax included
Pass integration identifier information
Document Management
Batch load customers
SALES AND USE TAX
Design the Sales and Use Tax user experience
Design considerations
Customer record integration
Customer code
Entity use code
Line-level exemptions
Line-level exemption override
Ship-to address exemption
Items/charge integration
Item code
Item description
AvaTax tax mapping - item code SKU
Tax code mapping group
Tax code lookup
Non-standard items
Server audity clarity and installation
Demonstrate and document installation of software
Design the transaction workflow
Transaction workflow considerations
Transaction workflow with posting process
Transaction workflow without posting process
Credit memo workflow without posting process
When to calculate tax
When to commit
Certification requirements
Reasonable ratio of transaction and address validation calls to committed documents
Design the transaction workflow FAQs
Transactions
Transactions in AvaTax
Simple transactions
Understanding simple transactions
Company codes
Customer codes
Document codes
Document dates
Document types
Addresses
Non-standard item transactions
Understanding non-standard item transactions
Taxability of shipping charges
Taxability of handling charges
Invoice lines
Transaction statuses
Item classification
Discounts and overrides
Understanding discounts and overrides
Discounting a transaction
Override tax on a transaction
Exemptions
Understanding exemptions
Resons tax can be zero
Exemption certificates
Exemption numbers
Entity use codes
Single-use exemptions
Overriding exemptions
Voiding/deleting documents
Refund transactions
Refund methods
Refunds with the RefundTransaction API
Refunds with the CreateTransaction API
Certification requirements
Document code
Customer code
Document date
Tax calculation date
Document type
Header level destination address
Header level origin address
Point of order acceptance address - header level
Point of order origin address - header level
Exemption override
Reporting location code
Exemption number
Line number
Item code
Item description
Quantity
Amount
Tax code
Line-level addresses
Verify AvaTax-calculated tax amount
Transmit freight items separately
Document lifecycle
Posting/committing invoices
Voiding/deleting invoices
Discount transactions
Purchase order number
Entity use code - line level
Latitude/longitude support
Location codes
Create and commit credit memos
Send the original invoice date as the tax calculation date for refunds
Send the current transaction date as the document date for refunds
Support tax-only adjustments
Support tax overrides by tax amount
Example transactions
Tax amount scenario
Discounts scenario
Entity use code scenario
Refunds scenario
Calculate tax offline
Understanding offline tax calculation
Detecting a dropped connection
Retry or fallback
Reconciling transactions after an outage
FAQs
AvaTax FAQs
Refunds FAQs
DOCUMENT MANAGEMENT
Design the Document Management user experience
Design considerations
Customer record integration
Create customer record
Update customer record
Retrieve customer exemption status
View exemption certificate
Print or save a certificate
Request a new certificate
Revoke a certificate
Design the Document Management workflow
Typical ERP transaction workflow
Certification requirements
Test Document Management
Document Management use cases
Create a customer record
Retrieve a customer's exemption status
Request a certificate
Update a customer record
FAQs
Document management FAQs
FUNCTIONAL REVIEW
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Sandbox vs Production environments
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