Requirements for certify invoice services

Introduction

The certification for goods calculations enables connectors to properly return tax results from Avalara solutions and allows users an easy implementation process.

Below are the minimum scenarios necessary to achieve certification.

Premises

The partner can be certified at any time, but will only be considered "Launched" to the market, after two customers in production using the connector.

The partner will be responsible for support customers in production and give the maintenance of the developed connector.

The partner will be responsible for providing training and a guide to support customers.

To present an SLA (Service Level Agreement) plan.

Present a schedule detailing development times, unit tests, and integration tests.

We inform the importance of our partners complying with the rules and determinations of the General Data Protection Law - LGPD (Law No. 13,709), not disclosing or exposing customer data.

Invoice Goods Transactions

Mandatory Suggested	Scenarios	Transactions	Type	Point of Attention
Suggested	Export Goods	Sales	Goods	Tax Measure Unit
Mandatory	Fix Latter	Sales	Goods
Suggested	Process a sales return of a product that your establishment produces	Sales Return	Goods	Specific tag and reason to justify the IPI return
Mandatory	Process a sale for the public state sector to demonstrate proper tax calculation	Sales	Goods	Specific tag and reason to justify ICMS tax relief
Mandatory	Process a sales return of a product that your establishment produces that has ICMS substitute in statutory retail price model.	Sales	Goods	Statutory Retail Price
Mandatory	Demonstrate contingency operation to maintain authorization to the government environment	Sales	Goods	Verify the access key
Mandatory	Cancel Invoices Operation	Sales	Goods
Mandatory	Process Complimentary Sale Invoice	Sales	Goods	Reference e-Invoice
Mandatory	Void Unused Serial Numbers	Sales	Goods
Suggested	Process Intestate sales for non-taxpayer	Sales	Goods	Operations with ICMS-DIFAL
Suggested	Demonstrate Purchase of fixed assets to support manufacturing	Purchase	Goods	Purpose of the note and ICMS total amount Operation with CIAP
Suggested	Import Goods	Purchase	Goods	Store unit of measure for import of goods

Minimum Taxes

Connectors needing certification will need to be able to prepare to receive and process the list of taxes below:

PIS
PIS-ST
PIS-RF
PIS-DESON
COFINS
COFINS-ST
COFINS-RF
COFINS-DESON
IRRF
CSLL-RF
ICMS
ICMS-FCP
ICMS-ST
ICMS-ST-FCP
ICMS-ST-SD
ICMS-ST-SD-FCP
ICMS-OWN-PAYER
ICMS-EFF
ICMS-PART-PAYER
ICMS-PART-DEST
ICMS-DIFAL-FCP
ICMS-DIFAL-DEST
ICMS-DIFAL-REMET
ICMS-DESON
ICMS-RF
IPI
IPI-RETURNED
II
IOF
FUST
FUNTTEL
APROX-TRIB-STATE
APROX-TRIB-FED

Mandatory requirements to get the certification.

As a user, I will navigate to one place on the application, and I should be able to:

Mandatory Suggested	Use Cases	Notes
Mandatory	Setup Avalara Credentials	The best practice is to enhance the UI for easy entry of Avalara credentials including: Client ID Token Secret Token Avalara end point URL
Mandatory	Test Authentication Connection - Heath Service (PING)	There are two methods available: One for authentication /AUTH another for service availability /PING
Suggested	Enable/Disable Service Utilization	In this case, the user can enable or disable the AvaTax BR service at any time. The flag will indicate that the service is operational.
Mandatory	Comprehensive Logging	Given that all transactions are based on request/response JSON, the connector should provide logs of these transactions for troubleshooting, if necessary. Partners can define the time necessary to keep those data on the system.
Mandatory	Set the timeout to API calls	Set a timeout to API call, as recommended by best practices.
Mandatory	Security Communication Protocol – HTTPS/SLL	The platform (ERP´s, middleware’s, e-commerce, etc.) that will be the API calls should be prepared to support TLS 1.2. Previous versions will be discontinued and are not recommended.
Mandatory	Checking Environment	Provide evidence that demonstrates which environment (Production or Sandbox) the client/partner is operating
Mandatory	Version	Inform version compatibility with the ERP with the connector.
Mandatory	Architecture	Inform the connector architecture, as well as the prerequisites for operation, either on Premise or in the cloud.
Mandatory	Namespaces – SAP	Exclusive for partners who will develop a connector for SAP ERP, it is mandatory to have a reserved domain within the SAP system, which must be active and licensed.