# Document Management FAQs

Source: https://developer.avalara.com/avatax-dm-combined-erp/document-management/dm-faqs/

# Document Management FAQs

Can I exempt transactions in Canada?

It is possible to exempt transactions in Canada using exemption reasons specific to Canadian Provinces. Refer to the [Exempt reason matrix for the US and Canada](https://knowledge.avalara.com/bundle/dqa1657870670369_dqa1657870670369/page/Exempt_reason_matrix_for_the_U.S._and_Canada_entity_use_code_list.html) Knowledge Center article for more information. After you understand these use codes, you have a couple of options:

-   Create a Product Taxability Tax Rule making the tax codes of the products non-taxable in Canada and in the province.
-   Create an Exempt Entity Tax Rule making the entity use code of your choice tax exempt in Canada and in the province.

Can I use my credentials in both Sandbox and Production environments?

No you cannot. Each environment is completely separate, and each has its own credentials. If you have a Sandbox account, you cannot use that account to log onto Production; and vice versa.

When you receive credentials for AvaTax, it’s important to note which account the credentials are tied to (whether Sandbox or Production). We keep Sandbox and Production credentials separate to help you test your software in Sandbox without the risk of accidentally affecting production data.

If you do not have access to the Sandbox environment, reach out to your account admin to add you as a users. More information about adding users is available [in this article](https://help.avalara.com/Avalara_AvaTax_Update/Add_a_user_and_set_permissions).

How and when does an exemption certificate get applied?

If you have a valid CertCapture subscription, exemption certificates can be automatically applied to customers upon receipt or added to a queue for human verification.

For AvaTax exemptions, there is no queue. The exemption certificate is applied automatically to customers upon receipt.

How can I check to confirm that the service is up?

You can verify that the Avalara service is up by going to [https://status.avalara.com/](https://status.avalara.com/).

How can I utilize a single-use exemption in Document Management?

The key to matching a certificate created in AvaTax with your integration is passing the`customerCode` (which is required) and matching the customer id you're passing in your`createTransaction` request to the way the exemption was setup in AvaTax.If the exemption is set up as a "Single Use Exemption", AvaTax expects that you will also pass a matching Purchase Order number value that can be set on an Order or Invoice and passed in the`purchaseOrderNo` attribute of the`createTransaction` request. 

How do I add users?

You can use one of the following methods to create a user:

-   Add users via the AvaTax UI. Refer to [this article](https://help.avalara.com/Avalara_AvaTax_Update/Add_a_user_and_set_permissions) for more information.
-   Use the [CreateUsers API](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Users/CreateUsers/) to add users to your account. Be sure to set the appropriate securityRoleId for each user. Below is an example request.

```
[  {    "id": 12345,    "accountId": 123456789,    "companyId": 123456,    "userName": "bobExample",    "firstName": "Bob",    "lastName": "Example",    "email": "bob@example.org",    "postalCode": "98110",    "securityRoleId": "AccountUser",    "passwordStatus": "UserCanChange",    "isActive": true  }]
```

How do I extend my free trial?

To extend your trial, log in to AvaTax after your trial has expired and select **Need more time on our free trial?** This will reactivate your AvaTax trial account for an additional trial period.

**Note**: This extension will only be available one time. For additional analysis of Avalara's tax solutions, please call our sales team at 877-239-7043, Ext. 1. Or you can become a technology partner and receive a free Sandbox account that doesn't expire. Refer to the [Partner Program](https://www.avalara.com/us/en/partners/partner-programs.html) page for more information.

How do I identify a firewall or proxy server?

Refer to the following topic for information about [identifying a firewall or proxy server](/avatax-dm-combined-erp/document-management/authentication/troubleshooting). 

How do I reset my license key?

Use one of the following methods to reset your account license key.

-   Reset your license key through the AvaTax UI. Refer to [this article](https://help.avalara.com/Avalara_AvaTax_Update/Get_your_license_key) for more information.
-   Use the [AccountResetLicenseKey API](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Accounts/AccountResetLicenseKey/) to reset your license key. Please keep in mind the following when deciding to reset your license key:
    -   The AccountResetLicenseKey API is only available to account administrators for the account in question.
    -   Resetting the key breaks all existing connections instantly.
    -   When you call this API, all account administrators for this account will receive an email with the newly updated license key. The email will specify which user reset the license key and it will contain the new key to use to update your connectors.

Below is an example request.

```
{  "accountId": 123456789,  "confirmResetLicenseKey": true}
```

How do I reset my password?

Go to your AvaTax account login page and click **Forgot your password?** You'll be redirected to a page to type in your username or email address. A link will then be sent to the email address you entered with further instructions on how to reset your password. More information is available in [this article](https://help.avalara.com/Avalara_AvaTax_Update/Change_your_Avalara_password).

How do I use company profiles?

A company profile includes key information about your business. This information determines how tax is calculated and includes the following:

-   Where you collect and pay tax
-   The products and/or services you sell and where you sell them
-   Customers you exempt from tax, if any

If your business has more than one company, you can create additional company profiles at any time for a single AvaTax account. When creating transactions, the company code is what designates the profile that processes a transaction. If no company code is present in the request, whatever company profile is flagged as the default will process that transaction. More information about creating child companies is available in the [Add a child company](https://knowledge.avalara.com/bundle/dqa1657870670369_dqa1657870670369/page/Add_a_child_company.html) Knowledge Center topic.

I’m using .NET Nuget AvaTax package to connect to AvaTax. Are account ID and license code enough for AvaTax API authentication?

Yes, either username/password or account id/license can be used for authentication. However, if you're a technology partner, then you must also populate the [X-Avalara-Client http header](https://developer.avalara.com/avatax/client-headers/) with all your calls. Your integration's (app name) element will need to be set to this immutable value that identifies your integration.

Is SSL required?

Yes, SSL is required in order to you Document Management.

What authentication methods are supported?

[Basic](https://en.wikipedia.org/wiki/Basic_access_authentication) is the only authentication type currently supported. A future version of AvaTax will add support for [OAuth](https://en.wikipedia.org/wiki/OAuth).

What is the Production URL?

[https://rest.avatax.com/](https://rest.avatax.com/)

What is the Sandbox URL?

[https://sandbox-rest.avatax.com/](https://sandbox-rest.avatax.com/)

What ports are used for communication?

Document Management uses port 443.

Who do I contact if my Sandbox is expired?

Contact your account manager if your Sandbox is expired. Or you can become a technology partner and receive a free Sandbox account that doesn't expire. Refer to the [Partner Program](https://www.avalara.com/us/en/partners/partner-programs.html) page for more information.

Why is tax being collected for a customer that is set up as exempt in CertCapture?

There are several reasons why this can happen:

-   If you're using AvaTax for tax calculation, keep in mind that AvaTax has fewer exempt reasons than CertCapture. It may be the case that you are using a CertCapture exempt reason that isn't supported in AvaTax. Be sure that you are using only AvaTax-supported exempt reasons.
-   If you're using AvaTax for tax calculation, this can be due to an error in the`customerCode`. When creating a transaction for an exempt customer, the`customerCode` must exactly match the customer ID of the certificate that was created in CertCapture. If these do not exactly match, then the transaction will be taxable.
-   Not all exempt reasons are fully non-taxable in all jurisdictions. For example industrial-manufacturer has a reduced rate taxability in CA.

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