Core sales and use tax requirements

Advanced features

Reasonable errors on server-side analysis

Create and activate a company

Set up a hierarchy of subsidiary companies

About location-based filing

Set up location-based filing

AvaTax and Document Management configuration window

Test connection button

Enable client-side logging

User guide

Request timeout definition

Enable/disable AvaTax

Option to disable document recording

Address validation implementation

Display prices with tax included

Pass integration identifier information

Batch load customers

Customer code

Entity use code

Line-level exemptions

Line-level exemption override

Ship-to address exemption

Item code

Item description

AvaTax tax mapping - item code SKU

Tax code mapping group

Tax code lookup

Non-standard items

Demonstrate and document installation of software

Reasonable ratio of transaction and address validation calls to committed documents

Understanding simple transactions

Company codes

Customer codes

Document codes

Document dates

Document types

Addresses

Understanding non-standard item transactions

Taxability of shipping charges

Taxability of handling charges

Understanding discounts and overrides

Discounting a transaction

Override tax on a transaction

Understanding exemptions

Resons tax can be zero

Exemption certificates

Exemption numbers

Entity use codes

Single-use exemptions

Overriding exemptions

Refund methods

Refunds with the RefundTransaction API

Refunds with the CreateTransaction API

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

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

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