Excise Certification
Depending on the scope of your integration and your business practice, your test cases will vary. For development partners, many of these are requirements for certification. If you were to give us full functionality demo, here’s what we’d like to see:
Customer Record Integration

Here is a table showing the required basic data elements of the customer record integration to AvaTax Excise:

Required Function Comment
R Legal Name The Name of a company that matches to the name field in the companies table.
R Effective Date Effective date of Business Account.
R Id Code Business Account ID Code - i.e., FEIN, Social Security Number, Canadian Business Number or Custom.
R Custom ID Code Unique Id for the Seller and Buyer which must match the custom_id field on the business_entities table in the Avalara AvaTax Excise application client database.