Insurance Tax Badge Requirement

Administration & Utilities

NameTypeDescriptionComments
Insurance Tax Configuration Window
Required

The Insurance Tax Configuration Window must allow the user to specify the configuration/connection information

Username: Haplo

Key: Provided by Avalara

URL: https://app_url.com/api/tact

Test Connection Button
Required

Users need to be able to test the connection to the Insurance Tax Calculation service and verify their credentials.

View Entitlements
Suggested

Users should be able to view the countries that they have access to for calculating insurance tax.

Store Configuration

NameTypeDescriptionComments
Product Reference Code Selection
Required

Your integration must include a method to search coverage trees and map the TACT reference code back to the policies/products in the target system.

Access Rates of Exchange/Currency information
Conditional

If your platform supports multi-currency transactions, this component is required. Native or 3rd party conversion functionality will also fulfill this requirement

Insurance Tax Calculation

NameTypeDescriptionComments
Access Global Location
Required

Users must have a method to retrieve a list of location codes for locations where they can collection tax

Policy-level Selection
Required

Users must be able to select policy criteria (type of insurance, policy date, etc) for a specific location.

Location-level Selection
Required

Users must be able to narrow down taxes based on specific location criteria such as Admitted, Surplus Lines, etc.

Tax Type Criteria Selection
Required

Users must be able to narrow down taxes based on tax type criteria (such as exemptions) for given policy and location criteria

Tax Breakdown
Required

Your integration must include a method to retrieve a breakdown of coverage selections

UI Elements for additional parameters
Required

Your integration UI must be able to handle additional variables that are required for calculation.

Verify Impendulo-calculated Amount is used in transaction
Required

Ensure that the value from a transaction response is used to populate the tax field in the integration