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Compliance management for state and local taxes
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Real and personal property tax management
Consumer use
Self-assessment for buyer-owed taxes
Communications
Tax management for connected devices and services
Occupancy
Tax automation for short-term rental properties
Cross-border
Compliance for international taxes and duties
Business sizes
Small
Tax management for small business owners
Midsize
Compliance tools for your accounting team
Enterprise
Omnichannel tax management at scale
Business needs
Tax risk assessment
Products to estimate where you have tax obligations
Tax calculation
Cloud-based products for a variety of tax types
Returns
Filing solutions for all business types
Exemption certificates
Tax exemption document management
E-invoicing
Global e-invoicing and live reporting
International compliance
Tax compliance for selling outside the United States
Business licenses
Registration and licensing for businesses of all sizes
Point of sale
Updated tax content for commercial transactions
1099 and W-9 forms
IRS forms management
Industries
Manufacturing
Distributors, warehouses, and manufacturers
Retail
Brick-and-mortar and ecommerce sellers
Software
SaaS, subscriptions, and digital products and services
Hospitality
Hotels, resort properties, and chains
Short-term rentals
Short-term rental property owners and managers
Accounting
Small, medium, and large accounting firms and practices
Communications
Telecom, IT, VoIP, cable, and other connected services
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State and local governments and agencies
Supply chain and logistics
International traders, shippers, and suppliers
See all solutions
Products
Platform
Why automate
The benefits of implementing compliance technology
Products and Services
How Avalara powers end-to-end compliance
Edge computing
Our high-volume compliance solution
Pricing
How Avalara determines pricing for your business
APIs
Tool
Reference documentation for developers
Featured products
Avalara AvaTax
Our flagship tax calculation service
Avalara Returns
Returns preparation and filing products
Avalara Exemption Certificate Management
Document management for tax-exempt sales
Avalara E-Invoicing and Live Reporting
International e-invoicing and reporting compliance
Avalara Property Tax
Real and personal property tax compliance
Avalara Cross-Border
Classification, VAT, GST, and customs management
Avalara Business Licenses
Licensing and registration across the U.S.
Avalara Sales Tax Risk Assessment
Nexus risk assessment for selling to the U.S.
Avalara Tax Research
Plain-language answers to tax questions
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Shopify
Microsoft
NetSuite
SAP
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Sage
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Oracle
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Find a partner
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Developers
Preferred Avalara integration developers
Accountants
State and local tax experts across the U.S.
Integrations
Connect to ERPs, ecommerce platforms, and other business systems
Resources
Tools
U.S. sales tax calculator
Address-based sales tax calculator
U.S. sales tax rate tables
Rates updated each month
U.S. sales tax risk assessment
Economic nexus self-assessment
Lodging tax rate lookup
Tool
Address-based lodging tax calculator
Business license assessment
Tool
Licensing requirements questionnaire
Featured
Avalara Tax Changes 2024
Our annual tax changes report
State of Finance
Our market trends report
Forrester Total Economic Impact™
An independent, commissioned study
Learning
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Tools, webinars, guides, and more
Blog
Tax insights and updates for North America
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Online and in-person industry events
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Live and on-demand tax analysis sessions
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Documentation, tools, guides, and other resources
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Tool
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Streamlined Sales Tax program
State-supported sales tax compliance help
U.S. sales tax rates
Interactive map of U.S. sales tax rates
U.S. sales tax nexus thresholds
Nexus guides and triggers by state
Business license guides
State licensing requirements
Lodging tax rates
Address-based calculator for lodging tax rates
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AVATAX EXCISE INTEGRATION MILESTONES
Before you begin
About this guide
Understanding AvaTax Excise (ATE)
ATE accounts
Creating your account
Add an Admin user with API access
Planning your integration
Core requirements
Advanced features
ERP vs ecommerce requirements
Additional resources
Authentication
Authentication in ATE
Sandbox vs Production environments
Authentication methods
Ping the server
Error handling
ATE error messages
Certification requirements
Reasonable errors on service-side analysis
Configure ATE
Configure your account
Company settings
Connecting to AvaTax
ATE quick start
Run a tobacco, nicotine, or vape transaction
Run a fuel transaction
ATE transaction concepts
Excise tax overview
Excise terms
Business entities
Locations
Product and mode codes
Design the user experience for certification
Design considerations
Administration and utilities
Sign-in page
Sandbox or Production mode
Test connection button
Enable client-side logging
User guide
Business entities
Import name
Import matches mode
Terminate new records
Create all account types
Load ID
Legal name
Legal name priority
Trade name
Name control
Effective date
Obsolete date
Business address
Custom ID
Custom ID priority
ID code and ID type priority
Business entity mapping ID
Business entity ID codes
Business account country code
Business account jurisdiction
Business type
Business sub type
Business account custom ID
Business account effective date
Business account obsolete date
Business account license number
Business account license percentage
Business account mapping ID
Adjustments
Transaction code
Adjustment reason code
Adjustment description
New transaction
Tobacco, nicotine, and vape transactions
Transaction effective date
Invoice date
Invoice number
Title transfer code
Transaction type
Seller
Buyer
User transaction ID
Entity use code
Custom strings and numerics
User data
Source system
AvaTax transaction type
Discount amount
Invoice line
Product code
Origin address
Origin code
Destination address
Destination code
Sale address
Line amount
Alternate line amount
Unit price
Alternate unit price
Tax included
Billed units
Net units
Gross units
Currency
Discounted
Unit of measure
Unit quantity
Unit quantity unit of measure
Unit volume
Unit volume unit of measure
Unit weight
Unit weight unit of measure
Fuel transactions
Transaction effective date
Invoice date
Invoice number
Title transfer code
Transaction type
Seller
Buyer
User transaction ID
Entity use code
Custom strings and numerics
User data
Source system
Fuel use code
Transportation mode code
AvaTax transaction type
Discount amount
Invoice line
Product code
Unit price
Line amount
Currency
Net units
Gross units
Billed units
Unit of measure
Origin address
Origin code
Origin type
Destination address
Destination code
Destination type
Sale address
Sale type
Movement start and end dates
Bill of lading number
Bill of lading date
Tax included
Discounted
Design the transaction workflow
Typical ecommerce workflow
ERP workflow with posting process
ERP workflow without posting process
Adjustments workflow
When to commit
Certification requirements
Proper adjustments handling
A reasonable ratio of calculation calls to committed documents
Example transactions
Understanding these examples
Tobacco, nicotine, and vape
Import a tobacco product
Create an alternate product code
Test 1. Vapor liquid with nicotine B2C sale
Test 2. Vapor liquid with nicotine B2B sale
Test 3. Vapor liquid with nicotine sale B2C retail sale
Fuel
Test 1. Clear diesel trade above the rack (purchase)
Test 2. E10 rack disbursement (sale)
Test 3. B05 rack disbursement sale
Test 4. Clear diesel rack disbursement - partially exempt (sale)
Test 5. Bulk ethanol barge transaction (purchase)
Test 6. Clear diesel rack disbursement fully taxed (optional)
Functional review
Submitting your ATE integration for review
Legal name
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