AVATAX EXCISE INTEGRATION MILESTONES
Before you begin
Error handling
- ATE error messages
Certification requirements
ATE transaction concepts
Design the user experience for certification
- Design considerations
- 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
- 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
- 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
Administration and utilities
Business entities
Tobacco, nicotine, and vape transactions
Fuel transactions
Design the transaction workflow
Example transactions
Functional review
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