Chapter 4.1 - Client Profiles
What is a client profile?
Client profiles provide a way to customize how the AFC tax engine interprets a transaction request and returns the tax results. There can be multiple client profiles associated to a client. These customizations include overrides, bundles, exclusions, exemptions, and a few configurations for how tax data is returned.
Why use client profile?
There are a few reasons to use client profiles:
- Profiles are cached - this speeds up the response times on requests
- The use of profiles eliminates the need to apply the same override, exclusion, exemption, etc. with each request. Some of the customizations contained within a client profile, such as an override, can be done within an individual transaction request. However, instead of adding the same override, exclusion, or exemption to each line, a customization file can be added to your client ID as a profile. When the profile is specified in the header with
client_profile_id, the overrides, exclusions, exemptions, and bundles are automatically be applied to all transactions run using that header.
- Multiple profiles can be created for your client ID, meaning that multiple scenarios can be created and utilized. Examples uses for multiple profiles include:
- Separate configurations for different aspects of your business
- Separate configurations for sub companies
- Testing proposed configurations
- Do not include
client_profile_idfrom the header.
client_profile_idis an optional header field
client_profile_idto 0 in the header
- Request the configuration changes required and any overrides, exclusions, exemptions, or bundles needed. If you already have customization files, attach those files to the email.
- Include instructions as to whether the files should be applied to the Sandbox, Production, or both environments.
- If changes are needed to an existing client profile, include the
client_profile_idto be updated.
- Once applied, the account could take up to 24 hours to refresh with the new changes.
How to apply a client profile to a sessionWhen authenticating to REST v2, pass the desired client profile ID in the
Postman exampleAdd the following headers to your request:
How to run transactions without a profileThere are two ways to send send a transaction to AFC Rest v2 without a client profile applied:
How to request a new client profile or changes to an existing client profileContact CommunicationSupport@avalara.com to request a new client profile for your account.
NoteClient profiles are numbered in sequential order, starting with
client_profile_id"1". By default, the System Default profile is "0".