Chapter 2 - Summary

In this chapter you’ve learned how to create basic single-location transactions, as well as the differences between the available document types. Creating transactions is the core of the AvaTax service, so it’s important to have a solid understanding of the basics. You should be able to:

  • Create a transaction with the minimum required fields
  • Create an estimate using the SalesOrder transaction type
  • Create a SalesInvoice transaction and view it in the AvaTax website
  • In the event of a pop-quiz, answer questions on the differences between a SalesInvoice and a PurchaseInvoice

Tests that are in this chapter:

We’ll build on this foundation and discuss the myriad other options when creating a transaction in Chapter 3 - Customizing Your Transaction.