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Consumer use
Self-assessment for buyer-owed taxes
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Tax management for connected devices and services
Occupancy
Tax automation for short-term rental properties
Cross-border
Compliance for international taxes and duties
Business sizes
Small
Tax management for small business owners
Midsize
Compliance tools for your accounting team
Enterprise
Omnichannel tax management at scale
Business needs
Tax risk assessment
Products to estimate where you have tax obligations
Tax calculation
Cloud-based products for a variety of tax types
Returns
Filing solutions for all business types
Exemption certificates
Tax exemption document management
E-invoicing
Global e-invoicing and live reporting
International compliance
Tax compliance for selling outside the United States
Business licenses
Registration and licensing for businesses of all sizes
Point of sale
Updated tax content for commercial transactions
1099 and W-9 forms
IRS forms management
Industries
Manufacturing
Distributors, warehouses, and manufacturers
Retail
Brick-and-mortar and ecommerce sellers
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SaaS, subscriptions, and digital products and services
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Hotels, resort properties, and chains
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Why automate
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Tool
Reference documentation for developers
Featured products
Avalara AvaTax
Our flagship tax calculation service
Avalara Returns
Returns preparation and filing products
Avalara Exemption Certificate Management
Document management for tax-exempt sales
Avalara E-Invoicing and Live Reporting
International e-invoicing and reporting compliance
Avalara Property Tax
Real and personal property tax compliance
Avalara Cross-Border
Classification, VAT, GST, and customs management
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Avalara Sales Tax Risk Assessment
Nexus risk assessment for selling to the U.S.
Avalara Tax Research
Plain-language answers to tax questions
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Tool
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Avalara Tax Changes 2024
Our annual tax changes report
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Forrester Total Economic Impactâ„¢
An independent, commissioned study
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AVATAX FOR COMMUNICATIONS INTEGRATION REQUIREMENTS
Before you begin
About this guide
Account creation
Planning your integration
Core requirements
Advanced features
Additional resources
Authentication
Authentication in AvaTax for Communications
Sandbox vs Production environments
Authentication methods
Error handling
Communications error messages
Certification requirements
Reasonable errors on server-side analysis
Configuring AFC
Configure your account
AFC quick start
Run a transaction
AFC transaction concepts
Company data
Invoice object
Jurisdictions
Understanding jurisdictions
Obtaining PCodes
Zip-only fallback
Embedded geocode request
Line items
Line item elements
Understanding T/S pairs and input types
Key/value pairs
Exemptions
Understanding exemptions
Domain and scope
Category exemptions
Tax type exemptions
Customizing transactions
Client profiles
Bundles
Exclusions
Override group
Adjustments
Request config
Design the user experience for certification
Design considerations
Design example
Administration and utlities
Username and password
Sandbox or Production mode
Test connection
Client ID
Client profile ID
Enable logging
User guide
Company configuration
Business class
Service class
Has facilities
Is a franchise
Is regulated
Company identifier
Customer or buyer settings
Customer type
Bill-to PCode
Lifeline customer
Is incorporated
Tax exemptions
Exemption name
Exemption category
Tax type
Location
Domain
Scope
Tax calculation
Return extended tax information
Item catalog
Mapping of materials/products to Avalara T/S pairs
Bulk mapping of materials/products to Avalara T/S pairs
Sales/billing document integration
Account reference
Document code
Customer reference
Invoice number
Invoice mode
Billing period
Bill-to location
From/to locations
Transaction date
Charge amount
Sale type
Quantity
Currency code
T/S pairs
Response summary
Response detail
Commit a transaction
Bundles
Adjustments
Is an adjustment
Discount type
Send original document date as the calculation date
Void/un-void transactions
Installation requirements
Demonstrate and document installation of software
Voice
Number of minutes
Number of lines
Private line split percentage
Pass single- and multi-channel lines
International
PCodes for international destinations
Map international materials/products to Avalara T/S pairs
Tax-included calculations
Demonstrate Fact Pattern 7
Design the transaction workflow
Transaction workflow considerations
Document workflow with posting process
Document workflow without posting process
Adjustments workflow
When to commit
Certification requirements
Proper bundle handling
Proper adjustments workflow
Reasonable ratio of transaction calls to committed documents
Transaction use cases
Simple request
Multi-line transactions
Jurisdiction determination
Interstate/Intrastate determination
Safe harbor override
Sales and use
Private line
Proration
Tax overrides
Example transactions
Understanding these examples
Core examples
DIL: Healthcheck
DIL: Get PCode outside of the US
DIL: Get PCode within the US
DIL: Get transaction/service type pairs
DIL: Calculate taxes for a quote or order
DIL: Create an invoice
DIL: Commit a transaction
DIL: Void a transaction
DIL: Adjust a transaction
Fact Pattern 0: Streaming video
Fact Pattern 6: Customer mode
Scaling: Base
Scaling: Base with quantity
Scaling: Multiple invoices
Scaling: Batch request 01
Scaling: Batch request 02
Scaling: Batch request - handling errors
Scaling: Handling errors in invoice mode
Sourcing: Line level bill-to
Sourcing: Header level bill-to
Sourcing: Line and header level bill-to
Sourcing: Line and header level all locations
Sourcing: From address at line level
Aggregation: Charges
Aggregation: Minutes
Aggregation: Lines not aggregated
Exemption
Misc: Return all calc types and non-billable taxes
Misc: Streaming with termination
Misc: Streaming video calculation
Misc: Get zip code from PCode
Misc: Get T/S pair info
Misc: Get tax type info
Misc: Do not include reporting information in the response
Misc: Lines vs items
Bundle
Bundle: T/S pair 19/6
Bundle: T/S pair 1/27
VoIP examples
Fact Pattern 4.1 - Single line sold to a residential customer in Dallas
Fact Pattern 4.2 - Two lines sold to a residential customer in Dallas
Fact Pattern 4.3 - Single line sold to a customer in Annapolis
Fact Pattern 4.4 - Single line sold to a lifeline recipient
Fact Pattern 4.5 - High capacity PBX trunk phones sold to a commercial customer in San Francisco
Fact Pattern 4.6 - High capacity PBX trunk phones sold to a commercial customer in NYC
Fact Pattern 4.7 - High capacity PBX trunk phones sold to a commercial customer in Austin
Fact Pattern 5.1 - Single cell phone sold to a customer with a PPU in Austin
Fact Pattern 5.2 - Four cell phones plan sold to a family with a PPU in Austin
International examples
Fact Pattern 7.1 - Dial tone phone service sold to a customer in the UK
Fact Pattern 7.2 - Dial tone phone service sold to a customer in Delhi, India
Calculating tax offline
Understanding offline tax calculation
Detecting a dropped connection
Retry or fallback
Data recovery using commit/uncommit
Reconcile your transactions
Geocode offline
Best practices
Functional review
Submitting your integration for review
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