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  • Productsdown arrow
      Calculations
      AvaTax
      AvaTax Brazil
      AvaTax for Communications
      AvaTax for Excise
      Avalara Tax Content
      E-invoicing
      Activation Service
      Avalara E-Invoicing and Live Reporting
      Brazil
      Brazil Customer Portal
      Tax Compliance (Brazil)
      Tax Central
      Data Staging
      Returns
      Avalara Managed Returns API
      MyLodgeTax
      Avalara Returns Excise
      VAT Reporting
      Shared service
      Shared Services
      1099 & W-9
      Avalara 1099 & W-9
      Tax registrations and business licenses
      Avalara License Guidance
      Sales Tax Registrations
      Payroll tax registrations
      Avalara license filings
      ECM
      Exemption Certificate Management
      Avalara Cross-Border
      Automated Tariff Code Classification
      Self-Serve Tariff Code Classification
      Managed and Premium Tariff Code Classification
      AvaTax Cross-Border (Estimator + Calculator)
      Avalara Trade Compliance
      Avalara Trade and Tariff Library
  • Learndown arrow
      Integrations guides
      Refactor guides
      Get certified
  • Get starteddown arrow
      AvaTax 90 days free trial
      Playground
      Become a partner
      Build with Avalara using AI
  • Developdown arrow
      APIs
      SDKs
      MCPs
      Agent to Agent (A2A)
      AI use cases
      API versioning
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Sales (877) 282-5585
SALES TAX FOR ECOMMERCE MILESTONES
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Before you begin
  • About this guide
  • Are you a marketplace or an ecommerce site?
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    Planning your integration
    • Core requirements
    • Advanced features
  • Additional resources
  • Glossary
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Authentication
  • Authentication in AvaTax
  • Sandbox vs Production environments
  • Authentication methods
  • Ping the server
  • Troubleshooting
  • Certification requirements
  • Test authentication
  • Authentication FAQs
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Error handling
  • AvaTax error messages
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    Certification requirements
    • Consume and display error messages from API responses
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Configure AvaTax
  • Configure your account
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    Setting up a company
    • Create and activate a company
    • Set up a hierarchy of subsidiary companies
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    Location-based filing
    • Location-based filing overview
    • Set up location-based filing
  • Certification requirements
  • Test your setup
  • FAQs
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AvaTax transction concepts
  • Transactions in AvaTax
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    Simple transactions
    • Simple transactions in AvaTax
    • Addresses in transactions
    • Company codes
    • Customer codes
    • Document codes
    • Document dates
    • Document types
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    Nonstandard item transactions
    • Nonstandard item transactions in AvaTax
    • Taxability of shipping charges
    • Taxability of handling charges
  • Transaction lines
  • Transaction statuses
  • Item classification
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    Discounts and overrides
    • Discounts and overrides in AvaTax
    • Discount a transaction
    • Override a transaction
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    Exemptions
    • Exemptions in AvaTax
    • Reasons tax can be zero
    • Exemption certificates
    • Exemption numbers
    • Entity use codes
    • Single-use exemptions
    • Override exemptions
  • Void/delete documents
  • Currency conversion
  • Fees and rates in responses
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    Refunds
    • Refund methods in AvaTax
    • Refunds using the RefundTransaction API
    • Refunds using the CreateTransaction API
  • Transaction FAQs
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Design the user experience
  • Design considerations
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    Administration and utilities
    • AvaTax configuration window
    • Company code
    • Test AvaTax connection
    • Option to disable document recording
    • Option to disable AvaTax
    • Option to enable client-side logging
    • User guide
    • Address validation service
    • Option to display prices with tax included
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    Customer record integration
    • Customer codes
    • Entity use codes
    • Ship-to address exemption
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    Item/charge integration
    • Item code
    • Item description
    • AvaTax tax code mapping
    • Tax code lookup
    • Non-standard items
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    Sales/billing documentation integration
    • Document code
    • Customer code
    • Document date
    • Ship-to address (header and line levels)
    • Ship-from address (header and line levels)
    • Line number
    • Item code
    • Item description
    • Quantity
    • Amount
    • Tax code
    • Verify that the transaction uses the Avalara-calculated tax amount
    • Shipping/freight handling
    • Sales order/sales invoice workflow
    • Commit transactions
    • Void/delete a document
    • Discount transactions
    • Point-of-order origin address (header and line levels)
    • Point-of-order acceptance address (header and line levels)
    • Entity use code (header and line levels)
    • Purchase order number
    • Latitude/longitude support
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    Server audit clarity and installation
    • Pass integration identifier information
    • Demonstrate and document installation of software
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    Refunds integration
    • Return order/return invoices workflow
    • Send the original invoice date as the tax calculation date for refunds
    • Send the current transaction date as the document date for refunds
    • Send a negative line item amount with a positive quantity
    • Support tax-only adjustments
    • Support tax amount tax overrides
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    POS integration
    • Use the correct address type for your POS
    • Reporting location code
  • FAQs
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Design the transaction workflow
  • Transaction workflow considerations
  • Typical ecommerce transaction workflow
  • When should I calculate tax?
  • When to commit
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    Certification requirements
    • A reasonable ratio of calculation and address validation calls to committed documents
  • FAQs
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Test transactions
  • Understanding these transactions
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    Core examples
    • Tax amount scenario
    • Discounts scenario
    • Entity use code scenario
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    Refunds example
    • Refunds scenario
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    POS example
    • POS scenario
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Calculate tax offline
  • Offline tax calculation overview
  • Detect a dropped connection
  • Retry or fallback
  • Reconcile transactions after an outage
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Functional review
  • Submit your integration for review
Revision history

Ping the server

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