Create and activate a company

Optional: Set up a hierarchy of subsidiary companies

Set up items

Set up cost centers

Set up vendors

About location-based filing

Set up location-based filing

AvaTax configuration window

Test AvaTax connection

Control document recording

Enable/disable AvaTax

Enable client-side logging

User guide

Address validation implementation

Pass integration identifier information

Request timeout definition

Vendor code

Entity use code

Item/commodity code

Item/commodity description

AvaTax tax code mapping - item code/SKU

AvaTax tax code mapping - item groups

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

Document types

Document codes

Document dates

Customer codes

Addresses

Understanding non-standard item transactions

Taxability of shipping charges

Taxability of handing charges

Understanding discounts and overrides

Discounting a transaction

Tax overrides

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/line levels)

Ship-from address (header/line levels)

Point-of-order origin address (header/line levels)

Point-of-order acceptance address (header/line levels)

Reporting location code

Line number

Item/commodity code

Item/commodity description

Quantity

Amount

Tax code

Tax overrides

Verify the Avalara-calculated Tax Amount is used in the transaction

Shipping/freight handling in transactions

Document type

Transaction lifecycle

Void transactions

Discount transactions

Purchase order number

Latitude/longitude support