Products
Calculations
AvaTax
AvaTax for Excise
AvaTax for Communications
Tariff Code Classification
AvaTax Cross-Border
Avalara Tax Content for Retail
AvaTax Brazil
E-invoicing
Avalara E-Invoicing
Activation Service
Returns
Managed Returns
Returns Excise Pro
Returns for Communications
MyLodgeTax
Tax Compliance (Brazil)
Platforms
Brazil Customer Portal
ECM
Exemption/Certificate
TaxDocs Monitor (Brazil)
Licensing and registration
Registrations
Shared service
Shared Company Service
Learn
Integrations guides
Refactor guides
Get certified
Get started
AvaTax 90 days free trial
Playground
Become a partner
Develop
APIs
SDKs
MCPs
Agent to Agent (A2A)
AI use cases
API versioning
Community
Resources
Webinar
Blogs
Next
Avalara university
MENU
No results found for
Sign In
Sign In
No results found for
Products
Calculations
AvaTax
AvaTax for Excise
AvaTax for Communications
Tariff Code Classification
AvaTax Cross-Border
Avalara Tax Content for Retail
AvaTax Brazil
E-invoicing
Avalara E-Invoicing
Activation Service
Returns
Managed Returns
Returns Excise Pro
Returns for Communications
MyLodgeTax
Tax Compliance (Brazil)
Platforms
Brazil Customer Portal
ECM
Exemption/Certificate
TaxDocs Monitor (Brazil)
Licensing and registration
Registrations
Shared service
Shared Company Service
Learn
Integrations guides
Refactor guides
Get certified
Get started
AvaTax 90 days free trial
Playground
Become a partner
Develop
APIs
SDKs
MCPs
Agent to Agent (A2A)
AI use cases
API versioning
Community
Resources
Webinar
Blogs
Next
Avalara university
Support
Sign In
Sign In
Sales (877) 282-5585
AVATAX FOR AP BADGE MILESTONES
Before you begin
About this guide
Understanding AvaTax for AP
AvaTax for AP and consumer use tax concepts
Verify that you have the Consumer Use entitlement
Core requirements
Additional resources
Authentication
Authentication in AvaTax
Sandbox vs Production environments
Authentication methods
Ping the server
Troubleshooting
Certification requirements
Test authentication
Error handling
AvaTax error messages
Certification requirements
Consume and display error messages from API responses
Configure AvaTax
Configure your account
Setting up a company
Create and activate a company
Optional: Set up a hierarchy of subsidiary companies
Optional: Setting up items, vendors, and cost centers
Set up items
Set up cost centers
Set up vendors
Optional: Location-based filing
Location-based filing overview
Set up location-based filing
Set up thresholds
Certification requirements
AvaTax transaction concepts
Transactions in AvaTax
Simple transactions
Simple transactions in AvaTax
Addresses in transactions
Company codes
Customer codes
Document codes
Document dates
Document types
Non-standard item transactions
Nonstandard item transactions in AvaTax
Taxability of shipping charges
Taxability of handling charges
Transaction lines
Transaction statuses
Item classification
Discounts and overrides
Discounts and overrides in AvaTax
Discount a transaction
Overriding a transaction
Void/delete documents
Design the user experience
Design considerations
Administration and utilities
AvaTax configuration window
Company code
Test AvaTax connection
Control document recording
Option to disable AvaTax
Option to enable client-side logging
User guide
Address validation service
Vendor record integration
Vendor codes
Entity use codes
Items/commodities integration
Item/commodity code
Item/commodity description
AvaTax tax code mapping
Tax code mapping group
Tax code lookup
Non-standard items
Purchases/payables document integration
Display and store the AP status code in responses
Display and store the AP status in responses
Document code
Vendor code
Document date
Tax calculation date
Ship-to address (header and line levels)
Ship-from address (header and line levels)
Point-of-order origin address (header and line levels)
Point-of-order acceptance address (header and line levels)
Reporting location code
Line number
Item/commodity code
Item/commodity description
Quantity
Amount
Tax code
Tax overrides
Verify that the transaction uses the Avalara-calculated tax amount
Shipping/freight handling
Transaction lifecycle
Commit transactions
Void/delete a document
Discount transactions
Purchase order number
Latitude/longitude support
Server audity clarity and installation
Pass integration identifier information
Demonstrate and document installation of software
FAQs
Design the transaction workflow
Typical AvaTax for Accounts Payable workflow
AP statuses and recommended actions
When should I calculate tax?
When to commit
Certification requirements
A reasonable ratio of calculation and address validation calls to committed documents
FAQs
Example transactions
Understanding these transactions
Pay as billed - accrued undercharge
No accrual - overcharge
No accrual - match
Trusted vendor
Cost center exemption
Functional review
Submit your integration for review
Set up cost centers
Previous
Next