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AvaTax
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Avalara E-Invoicing
Activation Service
Returns
Managed returns
Returns Excise Pro
Returns for Communications
MyLodgeTax
Tax Compliance (Brazil)
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Brazil customer portal
ECM
Exemption/Certificate
TaxDocs Monitor (Brazil)
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Shared company service
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EXEMPTION CERTIFICATE MANAGEMENT (ECM) BADGE MILESTONES
Get started
About this guide
Plan your integration
Plan your integration overview
Administration/Utilities integration
Customer record integration
Additional resources
Understand
companyId vs. companyCode
Glossary
Build
Authentication
Authentication in AvaTax
Sandbox vs Production environments
Authentication methods overview
Username and password authentication
License key authentication
Generate a license key using the API
Generate a license key through the Avalara Portal
Ping the server
Troubleshooting
Troubleshooting overview
Identify a firewall or proxy server problem
Other common problems
Other common problems overview
Routing Problems
Authentication Problems
Firewall Problems
Ethernet Problems
Host Files/IP Address Hardcoding/DNS Caching
Proxy Server Problems
DNS time-to-live
Need SSL certificate verification
Authentication certification requirements
Test authentication
Authentication FAQ
Authentication FAQs overview
Can I use my credentials in both Sandbox and Production environments?
How can I check to confirm that the service is up?
How do I add users?
How do I identify a firewall or proxy server?
How do I reset my license key?
How do I reset my password?
I’m using the .NET Nuget AvaTax package to connect to AvaTax. Are account ID and license code enough for AvaTax API authentication?
Is TLS required?
What authentication methods are supported?
What is the Production URL?
What is the Sandbox URL?
What ports are used for communication?
Where can I get the SDK?
Where do I input the client ID?
Who do I contact if my Sandbox is expired?
Error handling in AvaTax
AvaTax error messages
Certification requirements
Log and display error messages from API responses
Configure AvaTax for ECM
Configure your AvaTax account for ECM
Create and activate a company for ECM integrations
Configure ECM
Certification requirements
Test your setup
Design the user experience
Design considerations
Certification requirements
Administration/Utilities integration
AvaTax configuration window
Configuring authentication
Test AvaTax connection
User guide
Option to enable client-side logging
Batch load customers
Request timeout definition
ECM admin console link
Customer record integration
Create customer records
Update a customer record
Retrieve customer exemption status
View exemption certificate
Print or save a certificate
Request a new certificate
Revoke a certificate
UnlinkCertificateFromCustomer
UnlinkCustomersFromCertificate
Design the ECM workflow
Workflow considerations
Typical ecommerce workflow
Typical ERP workflow
Certification requirements
Set up ECM for ecommerce
ECM in ecommerce environments
ECM in ecommerce environments overview
Prerequisites
Required components for initializing an ecommerce workflow
Set up CertExpress
Set up CertExpress overview
What is CertExpress?
Steps to set up CertExpress
Code examples
Get started with your ECM for ecommerce setup
Get started with your ECM for ecommerce setup overview
Generate a token
Understand the basic workflow
Customize your workflow
Handle customer information
Add the ecommerce integration
Use ecommerce plugin general functions to customize the workflow
Submission confirmation
Understand advanced workflows using APIs
Resources
Common SDK and API errors
Special certificate types
Ecommerce plugin general functions
Callback functions
Customer data values
Test
Document Management use cases
Create a customer record
Retrieve a customer's exemption status
Request a certificate
Update a customer record
Get certified
Q-and-A
Document Management FAQs overview
Can I exempt transactions in Canada?
How and when does an exemption certificate get applied?
How do I use a single-use exemption in Document Management?
How do I extend my free trial?
How do I use company profiles?
Is SSL required?
Why is tax being collected for a customer that is set up as exempt in ECM?
Additional resources
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