Requirements for certify calculation for services transactions

Introduction

The connector certification requirements for services calculations are designed so that the end-user has a simple implementation process.

There are options to obtain certification on sales and purchase transactions.

The partner will need to define if they desire to implement one or both transaction types.

Below are the minimum scenarios necessary for 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.

Services Transaction

Sales Transaction

Mandatory Suggested	Scenarios	Transactions	Point of Attention
Mandatory	Service Sales Within Origin Company City	Sales
Mandatory	Services Sales Out of Origin Company City	Sales	CEPOM ID
Suggested	Export Services	Sales
Suggested	Service Sales with Deductions	Sales

Purchase Transaction

Mandatory Suggested	Scenarios	Transactions	Point of Attention
Suggested	Service Purchase with Deductions	Purchase
Mandatory	Services Purchase Out of Origin Company City	Purchase	CEPOM ID
Mandatory	Services Purchase Within Origin Company City	Purchase

Minimum Taxes

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

ISS
ISS-RF
IRRF
IRPJ
PIS
PIS-RF
COFINS
COFINS-RF
CSLL
CSLL-RF
INSS-RF
INSS-CPRB
APPROXIMATE VALUE OF TAXES - MUNICIPALITY
APPROXIMATE VALUE OF TAXES – FEDERAL

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.