Charge amount

Element type: Required

Enpoints/models used: LineItem

Your integration must provide a method for specifying the charge amount on a line item. This is specified using the chg field in the LineItem model. This value defaults to 0.

There are some basic rules that your integration needs to follow when summarizing charges. For a given T/S pairing mapped to a particular transaction:

Avalara will Tax on Charges (which can be summarized usually; but take note of access charges)
Tax on Minutes (which can be summarized)
Tax on Lines (which can be summarized)

If a T/S pair requires a Charge, Minutes, or Lines, Avalara will only use the required inputs in the tax determination. You can pass information in all three attributes, but only the "Required" input will be used for tax determination.

You can also calculate tax on an invoice that requires no usage inputs. This relies solely on the T/S pair as input to make the tax assessment. (This is the 19/43 example.)

Note

In the case of Access Charges (ServiceType: 6) T/S pairs, you must use the qty attribute if you don’t list each Access Charge as a separate transaction.

View example:

"itms": [
  {
    "ref": "Reference Code for Line Item",
    "from": {
      // Location
    },
    "to": {
      // Location
    },
    "chg": 100,
    "line": 0,
    "loc": 0,
    "min": 0,
    "sale": 1,
    "plsp": 0,
    "incl": false,
    "pror": 0,
    "proadj": 0,
    "tran": 19,
    "serv": 6,
    "dbt": false,
    "adj": false,
    "adjm": 0,
    "disc": 0,
    "opt": [
      {
        // Key Value Pair
      }
    ],
    "prop": 0,
    "bill": {
      // Location
    },
    "cust": 0,
    "lfln": false,
    "date": "2018-09-23T20:31:53.452Z",
    "qty": 1,
    "glref": "General Ledger Reference"
  }
]