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Products
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AvaTax
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AvaTax for Communications
AvaTax for Excise
Avalara Tax Content
Tariff Code Classification
E-invoicing
Activation Service
Avalara E-Invoicing
ECM
Exemption Certificate Management
Platforms
Brazil Customer Portal
Returns
Avalara Managed Returns API
MyLodgeTax
Avalara Returns Excise
Tax Compliance (Brazil)
VAT Reporting
Shared service
Shared Services
Tax registrations and business licenses
Registrations
1099 & W-9
Avalara 1099 & W-9
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Integrations guides
Refactor guides
Get certified
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AVATAX FOR AP BADGE MILESTONES
Get started
About this guide
Core requirements
Core requirements overview
Administration and utilities
Vendor record integration
Items/commodities integration
Purchases/payables document integration
Server and installation requirements
Additional resources
Understand
Understand AvaTax for AP
AvaTax for AP and consumer use tax concepts
Verify that you have the Consumer Use entitlement
Build
Authentication
Authentication in AvaTax
Sandbox vs Production environments
Authentication methods
Ping the server
Troubleshooting
Identifying a firewall or proxy server problem
Other common problems
Certification requirements - Authentication
Test authentication
Error handling
AvaTax error messages
Certification requirements - Error handling
Consume and display error messages from API responses
Configure AvaTax
Configure your account
Set up a company
Create and activate a company
Optional: Set up a hierarchy of subsidiary companies
Optional: Set 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 AvaTax transactions
Company codes
Customer codes
Document codes
Document dates
Document types
Nonstandard 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
Discounts in AvaTax transactions
Price reduction discounts
Automatically distributed discounts
Manufacturer discounts
Override a transaction
Void/delete documents
Void/delete document
Use DocVoided
Use DocDeleted
Supported RESTv2 code parameters
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
Design the UX FAQs
Design the user experience 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 - Design the transaction workflow
A reasonable ratio of calculation and address validation calls to committed documents
Design the transaction workflow FAQs
Transaction workflow FAQs
Example transactions
Understand these transactions
Pay as billed - accrued undercharge
No accrual - overcharge
No accrual - match
Trusted vendor
Cost center exemption
Get certified
Nonstandard item transactions in AvaTax
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