BEFORE YOU BEGIN
Planning your integration
COMMON/SETUP
Error handling
- AvaTax error messages
Certification requirements
Configure AvaTax and Document Management
Design the admin and utilities user experience
Document Management
SALES AND USE TAX
Design the Sales and Use Tax user experience
- Design considerations
Customer record integration
Server audity clarity and installation
Transactions
- Transactions in AvaTax
- Invoice lines
- Transaction statuses
- Item classification
- Voiding/deleting documents
- 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
Non-standard item transactions
Discounts and overrides
Certification requirements
Example transactions
DOCUMENT MANAGEMENT
Design the Document Management user experience
Design the Document Management workflow
FUNCTIONAL REVIEW
