Core requirements overview

Administration and utilities

Company configuration

Customer or buyer settings

Tax exemptions

Tax calculation

Item catalog

Sales/billing document integration

Adjustments

Server and installation requirements

Advanced feature overview

Voice

International

Reasonable errors on server-side analysis

Understand jurisdictions

Obtain PCodes

Zip-only fallback

Embedded geocode request

Line item elements

Understand T/S pairs and input types

Understand exemptions

Domain and scope

Category exemptions

Tax type exemptions

Client profiles

Bundles

Exclusions

Override group

Adjust transactions

Discount types

Discount type scenarios

Adjustments examples

Request config object

Request config examples

Testing

Jurisdiction determination

Customize transactions

Increase your throughput

Use commit and uncommit

Username and password

Sandbox or Production mode

Test connection button

Client ID

Client profile ID

Enable client-side logging

Business class

Service class

Has facilities

Is a franchise

Is regulated

Company identifier

Customer type

Bill-to PCode

Lifeline customer

Is incorporated

Return extended data

Map materials/products to Avalara T/S pairs

Bulk mapping of materials/products to Avalara T/S pairs

Account reference

Document code

Customer reference

Invoice number

Invoice mode

Billing period

Bill-to location

From/to locations

Transaction date

Charge amount

Sale type

Quantity

Currency code

T/S pairs

Response summary

Response detail

Commit a transaction

Bundles

Is an adjustment

Discount type

Send the original document date as the calculation date

Void/unvoid transactions

Demonstrate and document installation of software

Number of minutes

Number of lines

Private line split percentage

Pass single and multi-channel lines

PCodes for international destinations

Map international materials/products to Avalara T/S pairs

Tax-included calculations

Demonstrate Fact Pattern 7

When to commit

Use the Commit API

Commit scenarios

Simple request

Multi-line request

Jurisdiction determination

Interstate/intrastate determination

Safe harbor override

Sales and use

Private line

Tax overrides

Proration

Proper bundle handling

Proper adjustments handling

Reasonable ratio of transaction calls to committed documents

DIL: Healthcheck

DIL: Get PCode outside of the US

DIL: Get PCode within the US

DIL: Get transaction/service pairs

DIL: Calculate taxes for a quote or order

DIL: Create an invoice

DIL: Commit a transaction

DIL: Void a transaction

DIL: Adjust a transaction

Fact Pattern 0: Streaming video

Fact Pattern 6: Customer mode

Scaling: Base

Scaling: Base with quantity

Scaling: Multiple invoices

Scaling: Batch request 01

Scaling: Batch request 02

Scaling: Batch request - handling errors

Scaling: Handling errors in invoice mode

Sourcing: Line level bill-to

Sourcing: Header level bill-to

Sourcing: Line and header level bill-to

Sourcing: Line and header level all addresses

Sourcing: Line level from address

Aggregation: Charges

Aggregation: Minutes

Aggregation: Lines not aggregated

Exemption

Misc: Return all calc types and non-billable taxes

Misc: Streaming with termination

Misc: Streaming video calculation

Misc: Get zip code from PCode

Misc: Get T/S pair info

Misc: Get tax type info

Misc: Don’t include reporting information in the response

Misc: Lines vs items

Bundle

Bundle: T/S pair 19/6

Bundle: T/S pair 1/27

Fact Pattern 4.1 - Single line sold to a residential customer in Dallas

Fact Pattern 4.2 - Two lines sold to a residential customer in Dallas

Fact Pattern 4.3 - Single line sold to a residential customer in Annapolis

Fact Pattern 4.4 - Single line sold to a lifeline recipient

Fact Pattern 4.5 - High capacity PBX trunk phones sold to a commercial customer in San Francisco

Fact Pattern 4.6 - High capacity PBX trunk phones sold to a commercial customer in NYC

Fact Pattern 4.7 - High capacity PBX trunk phones sold to a commercial customer in Austin

Fact Pattern 5.1 - Single cell phone sold to a customer with a PPU in Austin

Fact Pattern 5.2 - Four cell phones sold to a family with a PPU in Austin

Fact Pattern 7.1 - Dial tone phone service sold to a customer in the UK

Fact Pattern 7.2 - Dial tone phone service sold to a customer in Delhi, India