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Products
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AvaTax
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Tariff Code Classification
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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)
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Brazil customer portal
ECM
Exemption/Certificate
TaxDocs Monitor (Brazil)
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Shared company service
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AVATAX EXCISE INTEGRATION MILESTONES
Get started
About this guide
ATE accounts
Creating your account
Add an Admin user with API access
Planning your integration
Core requirements
Administration and utilities
Business entities
Adjustments
Advanced features
Tobacco, nicotine, and vape tax
Fuel tax
Additional resources
Understand
AvaTax Excise
ERP vs ecommerce requirements
Build
Authentication
Error handling
ATE error messages
Certification requirements
Reasonable errors on service-side analysis
Sandbox versus Production environments
Authentication methods
Ping the server
Configure
Configure your account
Company settings
System-wide company settings
Company-specific settings
Connecting to AvaTax
ATE transactions
Tobacco, nicotine, and vape transaction details
Fuel transaction details
Excise tax overview
Excise terms
Business entities
Business accounts
Adding business entities
BE priority and matching
BE maintenance
Locations
Adding locations
Location priority and matching
Location maintenance
Product and mode codes
Using product codes
Product code matching and priority
Using transportation mode codes
Mode code matching and priority
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
Test
Understand 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)
Get certified
Discounted
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