# Core requirements

Source: https://developer.avalara.com/avatax-for-vat/alt4352113782383/

# Core requirements

Understand the core VAT badge requirements for becoming a certified partner.

This section provides an overview of the core VAT badge requirements that you need to meet to become a certified partner. Review this section to help you plan your integration.

In addition to these core requirements, the next section describes advanced features that you can include in your integration.

## Administration and utilities

Learn about the settings and configuration options available in your integration.

This section describes the settings window of your integration.

Requirement

Use case

Endpoints/Models

Type

[AvaTax configuration window](/avatax-for-vat/dtw6023193733612#dtw6023193733612 "Understand the required elements and endpoints for configuring the AvaTax connection window.")

Merchants/users need to be able to access a URL that points to AvaTax and sign in using either their username/password or their account number/license key.

[QueryCompanies](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Companies/QueryCompanies/)

Required

[Company code](/avatax-for-vat/pts7877913178718/ "Understand the company code element and its role in integration with Avalara APIs.")

Merchants/users must have the ability to designate which company within their account is linked to this integration.

[QueryCompanies](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Companies/QueryCompanies/)

Required

[Test AvaTax connection](/avatax-for-vat/xeu6956345090006/ "Learn how to test the AvaTax connection and verify credentials using the Ping or QueryCompanies API.")

Merchants/users need to be able to test the connection to the AvaTax service and verify their AvaTax credentials. This is required if a company code lookup isn't provided on the admin page.

[Ping](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Utilities/Ping/), [QueryCompanies](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Companies/QueryCompanies/)

Conditional

[Option to disable document recording](/avatax-for-vat/ebe1766472246215/ "Learn how to configure your integration to calculate tax without recording documents in AvaTax.")

In order for this connector to be used with other integrations, merchants/users must be able to control which connector to use for recording (committing) documents to AvaTax.

[CreateTransactionModel > Type](https://developer.avalara.com/api-reference/avatax/rest/v2/models/enums/CreateTransactionModel%20%3E%20type/)

Required

[Option to disable AvaTax](/avatax-for-vat/flt0946257440755/ "Learn about the requirement to provide an option to disable AvaTax independently of other Avalara services.")

Your integration must allow merchants/users to turn on or off the Avalara Calculation engine service, independent of any other Avalara product or service. For example, if a customer doesn't agree with the amount of tax that AvaTax calculated, they can turn off this calculation and post using their own calculated tax.

N/A

Required

[Option to enable client-side logging](/avatax-for-vat/vnf1373845838785/ "Learn about enabling detailed AvaTax transaction logging for troubleshooting and support purposes.")

Your integration must allow merchants/users to retrieve detailed AvaTax transaction logging within the application, including the capture of round-trip processing time, and they need the complete request/response for each call made to Avalara services.

N/A

Required

[User guide](/avatax-for-vat/vcg7248299439289/ "Requirements for creating and maintaining a user guide for implementation and onboarding.")

Your integration must provide merchants/users with a user guide. Include in this guide screenshots and information allowing the user to configure AvaTax, including where to enter the company code, where to enter credentials, and how to map tax codes within the application.

N/A

Required

[Option to display prices with tax included](/avatax-for-vat/lgo7417186983030/ "Learn how to use the taxIncluded parameter to display prices with tax included in transactions.")

Your integration must allow merchants/users to show prices in transactions with the tax included. They can do this by enabling the `taxIncluded` parameter in the line level of the `CreateTransaction` model.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

## Items/charge integration

Understand the requirements for defining and associating items with AvaTax.

This section describes the requirements for how you define what you're selling and how you associated those with an item in AvaTax.

Requirement

Use case

Endpoints/Models

Type

[Item code](/avatax-for-vat/nsy0928430615821/ "Learn about item codes, their requirements, and how they’re used in AvaTax.")

Merchants/users must be able to specify a unique item code that's passed to AvaTax. Item codes allow for a maximum of 50 characters.

[ItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/ItemModel/)

Required

[Item description](/avatax-for-vat/plt2225974922303/ "Understand the requirements for item descriptions in your product catalog.")

Merchants/users must be able to input a human-readable description for each `ItemCode` in their product catalog.

[ItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/ItemModel/)

Required

[AvaTax tax code mapping](/avatax-for-vat/yir3983016455011/ "Learn how to map items to Avalara tax codes to ensure accurate taxability in different jurisdictions.")

Merchants/users must be able to associate an item or item category to an Avalara tax code to describe the taxability (for example, "Clothing-Shirts" – "B-to-C").

[ListTaxCodes](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Definitions/ListTaxCodes/)

Required

[Tax code lookup](/avatax-for-vat/cth7554491103802/ "Learn how to retrieve Avalara tax codes using the ListTaxCodes API and apply filters for active codes.")

Merchants/users should be provided with a method for looking up tax codes.

[ListTaxCodes](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Definitions/ListTaxCodes/)

Required

[Non-standard items](/avatax-for-vat/jkm3950109003265/ "Understand how to handle nonstandard items like shipping, freight, and handling charges in AvaTax.")

Merchants/users must have a way of associating Freight/Shipping and/or Handling charges to an Avalara tax code to describe the taxability.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

## Sales/billing document integration

Understand the requirements for integrating sales and billing documents with AvaTax.

This section describes requirements for how to pass information from an invoice or quote.

Requirement

Use case

Endpoints/Models

Type

[Invoice messages](/avatax-for-vat/flx1963957020996/ "Understand the invoice messages returned by AvaTax and their implications for customer invoices.")

Users must display and store any messages returned by the AvaTax engine on the customer invoice.

N/A

Required

[Display and store the VAT code in responses](/avatax-for-vat/rjy1129627644688/ "Learn how to display and store VAT codes returned by the AvaTax engine, including their format and components.")

Users must display and store the VAT code returned by the AvaTax engine in the transaction record.

N/A

-   Required (for VAT ERP solution)
-   Suggested (for VAT Ecommerce and marketplace solutions)

[Display and store the AvaTax user's VAT code in responses](/avatax-for-vat/orb8976958529400/ "Learn how AvaTax includes and uses the user's VAT code in transaction responses for specific countries.")

Users must display and store the AvaTax user's VAT code returned by the AvaTax engine in the transaction record.

N/A

-   Required (for VAT ERP solution)
-   Suggested (for VAT Ecommerce and marketplace solutions)

[Display and store the deemed supplier in responses](/avatax-for-vat/lkv0658851589976/ "Learn how to store and return the deemed supplier in transaction responses.") (applicable for VAT marketplace solution only)

Users must display and store the deemed supplier returned by the AvaTax engine in the transaction record.

N/A

Required

[Document code](/avatax-for-vat/mzd1873166868246/ "Learn about the document code, its requirements, and how it is used in AvaTax transactions.")

Users must have a way to enter a document code to tie transactions in AvaTax to the transactions in their underlying system.

[CreateTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CreateTransactionModel/)

Required

[Customer code](/avatax-for-vat/kkp5395165822080/ "Learn about the customer code field, its requirements, and how it’s used in transactions.")

Users must have a way to specify a customer code that can be used to identify any certificates linked to the customer.

[CreateTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CreateTransactionModel/)

Required

[Document date](/avatax-for-vat/clt0405266790613/ "Understand the importance of the document date in transactions and how it affects tax calculations.")

Users must be able to specify the calendar date when a transaction occurs.

[CreateTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CreateTransactionModel/)

Required

[Ship-from address (header and line levels)](/avatax-for-vat/njf5620066557202/ "Understand the ship-from address requirements for header and line levels in transactions.")

Your integration must be able to store at the header and line levels the address where items are shipped from.

[AddressModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/AddressesModel/)

Required

[Ship-to address (header and line levels)](/avatax-for-vat/yue4611443345934/ "Understand how to use the ship-to address at header and line levels in transactions.")

Your integration must be able to store at both the header or line levels the address where items are shipped to.

[AddressModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/AddressesModel/)

Required

[Point-of-order origin address (header and line levels)](/avatax-for-vat/lhn9376715588788/ "Learn about the point-of-order origin address and how to use it in transactions.")

Your integration must be able to store at the header level or line levels the address from where your customer (home or business) placed the order to you.

[AddressModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/AddressesModel/)

Required

[Goods place or service address (header and line levels)](/avatax-for-vat/lna0484652331746/ "Learn about the goods place or service address field, its requirements, and how to use it in your integration.")

Your integration should be able to store at the header or line levels the full address where the goods are located when there’s no transportation. This is required if your platform accepts this address.

[AddressModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/AddressesModel/)

Suggested

[Import address (header and line levels)](/avatax-for-vat/ibi0894944184190/ "Learn about the import address field for header and line levels in Avalara integrations.")

If your system stores import addresses, then your integration must be able to store at the header or line levels the full address where goods are imported into. This is required if your platform accepts this address.

[AddressModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/AddressesModel/)

Conditional

[Line number](/avatax-for-vat/rsj7841314226486/ "Understand the purpose and usage of line numbers in transactions.")

Users must be able to include multiple lines on a transaction, with each line specified using a unique line number.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Item code](/avatax-for-vat/mnf6943336772634/ "Learn about the item code field, its purpose, and how it is used in AvaTax transactions.")

Merchants/users must be able to specify an item code for each line in a transaction in order to associate a tax code for that item.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Item description](/avatax-for-vat/imj1260865474376/ "Learn about the item description field and how it is used in AvaTax.")

Merchants/users must be able to include a description of an item on each line of a transaction.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Quantity](/avatax-for-vat/gxh3850752276463/ "Understand how to specify item quantities in AvaTax using the quantity field in the LineItemModel.")

Users must be able to specify the quantity of an item for each line of a transaction.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Amount](/avatax-for-vat/lep6758393825888/ "Learn about the required amount field for line items in transactions, including its purpose and usage.")

Users must be able to specify the total amount for each line item in a transaction, keeping in mind the status of the `isTaxIncluded` flag.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Include tax in line amounts](/avatax-for-vat/dbl9198204565166/ "Learn how to specify whether tax is included in line item amounts using the isTaxIncluded field.")

Users must be able to specify on each line in a transaction whether the total line amount includes tax.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Tax code](/avatax-for-vat/mei0172206519851/ "Understand how to specify tax codes for line items in a transaction using Avalara's tools and APIs.")

Users must be able to specify a tax code for each line item in a transaction.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Merchant seller identifier](/avatax-for-vat/iov1755330856800/ "Understand the required fields and guidelines for identifying merchants or sellers in marketplace transactions.") (applicable for VAT marketplace solution only)

Users must be able to enter the ID of the merchant/seller on the marketplace.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Merchant name](/avatax-for-vat/nze4209624333945/ "Understand the required fields and guidelines for specifying the merchant name in marketplace transactions.") (applicable for VAT marketplace solution only)

Users should be provided with a method to specify the name of the merchant selling an item.

[TransactionLineParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionLineParameterModel/)

Required

[Merchant VAT ID](/avatax-for-vat/jou4123120864158/ "Understand the Merchant VAT ID field and its usage in marketplace transactions.") (applicable for VAT marketplace solution only)

Users must have a way to specify the VAT ID of the merchant selling an item.

[TransactionLineParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionLineParameterModel/)

Required

[Merchant establishment country](/avatax-for-vat/aob0530866903685/ "Understand the MerchantEstablishmentCountry parameter and its role in marketplace transactions.") (applicable for VAT marketplace solution only)

Users must be able to specify the country where the merchant is established (has a physical address).

[TransactionLineParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionLineParameterModel/)

Required

[Verify that the transaction uses the Avalara-calculated tax amount](/avatax-for-vat/gay0324843639155/ "Ensure that the transaction uses the Avalara-calculated tax amount instead of recalculating it within the platform.")

Users must ensure that the tax amount value from a transaction response is used to populate the tax field in the integration.

N/A

Required

[Shipping/freight handling](/avatax-for-vat/rjo7163100944079#rjo7163100944079 "Understand how to handle shipping and freight in AvaTax to align with your system's implementation.")

The handling of shipping and freight in AvaTax must match your system's implementation. For VAT transactions, freight can be included in the total amount or added as a separate line.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Sales order/sales invoice workflow](/avatax-for-vat/yfd1369131120383/ "Understand how to align your integration and document types with your system's transaction lifecycle.") (applicable for VAT ecommerce and marketplace solution)

You must ensure that your integration processes invoices through a logical document lifecycle.

N/A

Required

[Discount transactions](/avatax-for-vat/fzi1054920463574/ "Understand how to process discounts at both document and line levels in transactions.")

Users must ensure that discounts on transactions are processed appropriately.

[CreateTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CreateTransactionModel/)

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Purchase orders/purchase invoices](/avatax-for-vat/wpp7220600705535/ "Understand the integration and document types required for purchase orders and purchase invoices in your ERP system workflow.")(applicable for VAT ERP solution only)

Your integration must mirror your system's workflow as it relates to orders and invoices and use the appropriate document types.

[CreateTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CreateTransactionModel/)

Suggested

[Commit transactions](/avatax-for-vat/fzm3280144222965#fzm3280144222965 "Learn how to commit transactions in AvaTax using the CommitTransaction endpoint or the commit parameter.")

Your integration must mirror your system's workflow for a transaction lifecycle when committing documents.

[CommitTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CommitTransaction/)

Required

[Business identification number](/avatax-for-vat/zzv0703088357402/ "Understand the use and requirements of the business identification number in EU transactions.")

Users must have a way to specify the customer's business identification number (also known as VAT Registration ID). This data element should be found directly on the transaction header.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Required

[Country code](/avatax-for-vat/weu4658441860466/ "Learn about the required two-character country code for addresses in transactions.")

Your integration must allow users to specify the two-digit country code in transaction addresses.

[AddressModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/AddressesModel/)

Required

[Transport](/avatax-for-vat/dkx6593969716650/ "Details about the Transport parameter for VAT transactions, including its usage and default values.")

Users must be able to specify who in the VAT transaction is responsible for handling the transportation of the physical goods.

[TransactionParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionParameterModel/)

[TransactionLineParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionLineParameterModel/)

Required

[Void/delete a document](/avatax-for-vat/zvu4066009577453/ "Learn how to void or delete a document in AvaTax using the VoidTransaction API.")

If the merchant's source application supports voiding/deleting invoices, then they must allow users to void/delete invoices in AvaTax.

[VoidTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/enums/VoidTransactionModel%20%3E%20code/)

Conditional. This is required if the source application supports voiding/deleting invoices.

[Location code](/avatax-for-vat/zcy8011126655322/ "Understand how to use location codes in place of full addresses for marketplace integrations.") (applicable for VAT marketplace solution only)

If the source application supports marketplace location codes, then you must also include this in your integration.

[AddressLocationInfo](https://developer.avalara.com/api-reference/avatax/rest/v2/models/AddressLocationInfo/)

[LocationModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LocationModel/)

Conditional. This is required if the source application supports marketplace location codes.

[Reporting location code](/avatax-for-vat/fba3771249348654/ "Understand the reporting location code and its role in tax authority reporting.") (applicable for VAT marketplace solution only)

If the merchant's source application supports multiple origin addresses, then they must provide an option for users to specify a reporting location code in the determination request.

[CreateTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CreateTransactionModel/)

Conditional for core. Required if the source application supports multiple origin addresses.

Required for POS.

[Customer supplier name](/avatax-for-vat/eii4270853808278/ "Understand how to specify the customer or supplier name in the customerSupplierName field for transactions.") (applicable for VAT marketplace solution only)

Users should be able to specify the name of the customer who is purchasing the goods or service.

[CreateTransactionModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CreateTransactionModel/)

Suggested

[Currency code](/avatax-for-vat/opi0372484079842/ "Learn about the required currency code element and its usage in transactions.")

Users must have a way to specify the three-character currency code at the document level.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

Required

[Exchange rate](/avatax-for-vat/olw0896413689940/ "Learn about the exchange rate feature in AvaTax, which supports invoice currency conversion for local tax reporting.")

Your integration should allow users to specify an exchange rate for transactions.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

Suggested

[Exchange rate currency code](/avatax-for-vat/wev2859381648319/ "Learn about the exchange rate currency code and its usage in transaction reporting.")

If your integration allows users to input an exchange rate, then you must allow users to also include the currency code for the exchange rate.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

Conditional

[Exchange rate effective date](/avatax-for-vat/zuh8673371552098/ "Learn about specifying the effective date for an exchange rate in a transaction.")

If your integration allows users to input an exchange rate, then you must also allow users to specify the effective date of the exchange rate in a transaction.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

Conditional

[The user is the importer of record](/avatax-for-vat/tch3412288248767/ "Understand how to specify if a user is the importer of record in sales transactions.")

Your integration should allow users to specify whether the user is the importer of record for a transaction.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

[NexusModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/NexusModel/)

Suggested

[Marketplace liability type](/avatax-for-vat/whv1927487267313/ "Understand the marketplaceLiabilityType field and its role in identifying tax responsibility in transactions.") (applicable for VAT marketplace solution only)

Merchants should be provided with an option to specify whether the marketplace or seller is remitting taxes.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Suggested

[Origination site](/avatax-for-vat/ump5898803475096/ "Learn how to identify the marketplace where a transaction originated using the originationSite field in the LineItemModel.") (applicable for VAT marketplace solution only)

Users should be able to specify the name of the Marketplace where the transaction originated from.

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Suggested

[Delivery terms](/avatax-for-vat/pnt5259819933610/ "Understand delivery terms and their impact on transaction parameters in AvaTax.")

Your integration should allow users to specify delivery terms for a transaction.

[TransactionParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionParameterModel/)

[TransactionLineParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionLineParameterModel/)

Suggested

[Second-hand goods](/avatax-for-vat/orj4055119696480/ "Learn how to specify second-hand goods in VAT transactions using the isGoodsSecondHand flag in AvaTax.")

Users should be able to specify whether the goods being sold in a VAT transaction are second hand (used).

[LineItemModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/LineItemModel/)

Suggested

[The counterparty is registered through a fiscal representative](/avatax-for-vat/iup2547584087773/ "Learn how to specify if a counterparty is registered through a fiscal representative for VAT calculations.")

Your integration should allow users to specify whether the counterparty in a sales transaction is registered through a fiscal representative in a given country calculating VAT.

[TransactionParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionParameterModel/)

[TransactionLineParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionLineParameterModel/)

Suggested

[The Avalara client is registered through a fiscal representative](/avatax-for-vat/ckv9165061333084/ "Understand how to specify if the Avalara client is registered through a fiscal representative for VAT compliance.")

Your integration should allow users to specify whether the Avalara client is registered through a fiscal representative in the given nexus country for VAT.

[CustomerSupplierCountryParamModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/CustomerSupplierCountryParamModel/)

[TransactionParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionParameterModel/)

[TransactionLineParameterModel](https://developer.avalara.com/api-reference/avatax/rest/v2/models/TransactionLineParameterModel/)

Suggested

## Server and installation requirements

Review the server and installation requirements for integrations, including connection signatures, message handling, traffic limits, and installation documentation.

This section provides requirements for including calls made from the integration and for demonstrating/documenting the software installation process.

Requirement

Use case

Endpoints/Models

Type

[Pass integration identifier information](/avatax-for-vat/tqi2169240183448/ "Learn how to provide integration identifier information for Avalara transactions.")

Users must include information about the connection as a signature in each transaction.

N/A

Required

[Consume and display error messages from API responses](/avatax-for-vat/yat9399418629814/ "Learn how to handle and display error messages from API responses in your application.")

Users must ensure that the integration doesn’t include messages (errors, warnings, and so on) except those that would result from normal (but not valid) user input (for example, incorrect address data). In addition, these messages must be logged/displayed appropriately in the application.

N/A

Required

[A reasonable ratio of calculation and address validation calls to committed documents](/avatax-for-vat/isy2416972315312/ "Understand the expected ratio of tax calculation and address validation calls to finalized documents.")

Users must ensure that the integration minimizes traffic. AvaTax will expect to see up to approximately 10 calculations per finalized document (including for abandoned carts). Failing to do so will drive up usage and billing.

You can also provide a simple "estimated tax" option, just ensure that the estimate doesn’t call to AvaTax.

N/A

Required

[Demonstrate and document installation of software](/avatax-for-vat/bpf7158910901128/ "Learn the requirements for demonstrating and documenting software installation for certification.")

If there’s something to install on the source application, then you must demonstrate and document that process.

N/A

Required