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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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International traders, shippers, and suppliers
See all solutions
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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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BigCommerce
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Oracle
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Find a partner
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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
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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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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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SALES TAX FOR MARKETPLACES MILESTONES
Before you begin
About this guide
Are you a marketplace or an ecommerce site?
Determine where you'll collect and pay tax
Planning your integration
Additional resources
Glossary
Authentication
Authentication in AvaTax
Sandbox vs Production environments
Authentication methods
Ping the server
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Error handling
AvaTax error messages
Recommended approach
Consume and display error messages from API responses
Configure AvaTax
Configure your account
Setting up a company
The marketplace collects and pays everywhere
The marketplace selectively collects and pays tax
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
Address validation service
Pass integration identifier information
Request timeout definition
Option to display prices with tax included
Customer record integration
Customer codes
Entity use codes
Item/charge integration
Item code
Item description
Non-standard items
AvaTax tax code mapping
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Tax code lookup
Sales/billing documentation integration
Document code
Customer code
Document date
Tax calculation date
Document type
Ship-to address (header and line levels)
Ship-from address (header and line levels)
Line number
Item code
Item description
Quantity
Amount
Tax code
Merchant seller identifier
Verify that the transaction uses the Avalara-calculated tax amount
Shipping/freight handling
Sales order/sales invoice workflow
Commit transactions
Discount transactions
Void/delete a document
Point-of-order origin address (header and line levels)
Point-of-order acceptance address (header and line levels)
Location code
Purchase order number
Entity use code (header and line levels)
Latitude/longitude support
A reasonable ratio of calculation and address validation calls to committed documents
Refunds integration
Return order/return invoices workflow
Send the original invoice date as the tax calculation date for refunds
Send a negative line item amount with a positive quantity
Send the current transaction date as the document date for refunds
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
Marketplace workflow where the marketplace collects and pays tax everywhere
Marketplace workflow where the marketplace collects and pays tax selectively
When should I calculate tax?
When to commit
FAQs
Test transactions
Multi-merchant scenario
Direct sale scenario
Tax amount scenario
Discounts scenario
Entity use code scenario
Refunds scenario
POS scenario
Calculate tax offline
Offline tax calculation overview
Detect a dropped connection
Retry or fallback
Reconcile transactions after an outage
Functional review
Reviewing your integration
Revision history
Authentication methods
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