EXEMPTION CERTIFICATE MANAGEMENT (ECM) BADGE MILESTONES
Before you begin
Authentication
- Authentication in AvaTax
- Sandbox vs Production environments
- Ping the server
- Authentication certification requirements
- Test authentication
- 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?
Authentication methods overview
Troubleshooting
Authentication FAQ
Error handling in AvaTax
- AvaTax error messages
Certification requirements
Design the user experience
- Design considerations
Certification requirements
Administration/Utilities integration
Set up ECM for ecommerce
ECM in ecommerce environments
Get started with your ECM for ecommerce setup
Document Management FAQ
- Document Management FAQs overview
- Can I exempt transactions in Canada?
- How and when does an exemption certificate get applied?
- How can I utilize 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?
Functional Review
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