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Products
Calculations
AvaTax
AvaTax for Excise
AvaTax for Communications
Tariff Code Classification
AvaTax Cross-Border
Avalara Tax Content for Retail
AvaTax Brazil
E-invoicing
Avalara e-invoicing
Activation Service
Returns
Managed returns
Returns Excise Pro
Returns for Communications
MyLodgeTax
Tax Compliance (Brazil)
Platforms
Brazil customer portal
ECM
Exemption/Certificate
TaxDocs Monitor (Brazil)
Licensing and registration
Registrations
Shared service
Shared company service
Learn
Integrations guides
Refactor guides
Get certified
Get started
AvaTax 90 days free trial
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Develop
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SDKs
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SALES TAX FOR ERPS - MILESTONES
Before you begin
About this guide
Planning your integration
Core requirements
Advanced features
Additional resources
Glossary
Authentication
Authentication in AvaTax
Sandbox vs Production environments
Authentication methods
Ping the server
Troubleshooting
Certification requirements
Test authentication
Authentication FAQs
Error handling
AvaTax error messages
Certification requirements
Consume and display error messages from API responses
Configure AvaTax
Configure your account
Setting up a company
Create and activate a company
Set up a hierarchy of subsidiary companies
Location-based filing
Location-based filing overview
Set up location-based filing
Certification requirements
Test your setup
FAQs
AvaTax transaction concepts
Transactions in AvaTax
Simple transactions
Simple transactions in AvaTax
Addresses in transactions
Company codes
Customer codes
Document codes
Document dates
Document types
Nonstandard item transactions
Nonstandard item transactions in AvaTax
Taxability of shipping charges
Taxability of handling charges
Transaction lines
Transaction statuses
Item classification
Discounts and overrides
Discounts and overrides in AvaTax
Discount a transaction
Override a transaction
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
Refunds
Refund methods in AvaTax
Refunds using the RefundTransaction API
Refunds using the CreateTransaction API
Transaction FAQs
Design the user experience
Design considerations
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
Customer record integration
Customer codes
Entity use codes
Ship-to address exemption
Item/charge integration
Item code
Item description
AvaTax tax code mapping
Tax code lookup
Non-standard items
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
Server audit clarity and installation
Pass integration identifier information
Demonstrate and document installation of software
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
POS integration
Use the correct address type for your POS
Reporting location code
FAQs
Design the transaction workflow
Transaction workflow considerations
Transaction workflow with posting
Transaction workflow without posting
Credit memo workflow without posting
When should I calculate tax?
When to commit
Certification requirements
A reasonable ratio of calculation and address validation calls to committed documents
FAQs
Test transactions
Understanding these transactions
Core examples
Tax amount scenario
Discounts scenario
Entity use code scenario
Refunds example
Refunds scenario
POS example
POS scenario
Calculate tax offline
Offline tax calculation overview
Detect a dropped connection
Retry or fallback
Reconcile transactions after an outage
Functional review
Submit your integration for review
Revision history
Purchase order number
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