Sales Tax Integration Guide
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Build
- AvaTax error messages
- Transactions in AvaTax
- Transaction lines
- Transaction statuses
- Item classification
- Currency conversion
- Fees and rates in responses
- Can I exempt transactions in Canada?
- Can I include lines with a 0 amount in my transactions?
- Can I provide custom exempt reason codes?
- Can item mapping be completed at the category level?
- Can my integration provide invoice history via a data import process?
- Do I have to add a line to represent freight on the transaction?
- For Canadian transactions, can AvaTax display GST and PST on invoices?
- How does AvaTax handle multiple freight lines on a single transaction?
- How can I get a list of AvaTax tax codes?
- How do I get offline tax rates?
- How can I issue a credit or adjustment when sales tax has already been applied?
- How can I use a single-use exemption in AvaTax?
- How do I use drop-shipping?
- How do I discount a transaction?
- How do I handle bundled items?
- How do I handle product exemptions?
- How do I populate client attributes and store IDs in the reportingLocationCode attribute?
- My transaction includes a negative quantity. Why is the calculated tax positive?
- What are the usage terms, and how is usage billed?
- What's the address hierarchy between the document and line level?
- What's the difference between a customer code and a vendor code?
- What's the difference between totalTax and totalTaxCalculated in a transaction response?
- What's the exemption hierarchy?
- What is the hierarchy between street level and longitude/latitude level information in addresses?
- Why am I seeing an \"EntityNotFoundError\",\"message\":\"Company not found.\" error message?
- Why does the tax in my ERP not match the tax in my ecommerce integration?
- Why is AvaTax collecting tax for a customer that is set up as exempt?
- Can I issue partial dollar-amount refunds using the RefundTransaction API?
- What's the difference between refunds with the RefundTransaction API and refunds with the CreateTransaction API?
- Design considerations
- Administration and utilities overview
- AvaTax configuration window
- Company code
- Test AvaTax connection
- Option to disable document recording
- Option to disable AvaTax
- Option to enable client-side logging
- Option to display prices with tax included
- User guide
- Address validation service
- Batch load customers
- Request timeout definition
- 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
- Verify that the transaction uses the Avalara-calculated tax amount
- Shipping/freight handling
- Sales order/sales invoice workflow
- Commit transactions
- Void/delete a document
- Discount transactions
- Point-of-order origin address (header and line levels)
- Point-of-order acceptance address (header and line levels)
- Entity use code (header and line levels)
- Purchase order number
- Latitude/longitude support
- Merchant seller identifier
- Location code
- Exemption override
- Reporting location code
- Exemption number
- When to calculate tax
- When to commit
Authentication
Error handling
Error handling certification requirements
Configure AvaTax
Transaction concepts
Non-standard item transactions
Transaction Q-and-A
Design the user experience
Administration and utilities
Customer record integration overview
Customer record integration - AvaTax
Sales/billing document integration
Refunds integration
Design the transaction workflow
Transaction workflow considerations
ERP transaction workflow considerations
Ecommerce transaction workflow considerations
Marketplace transaction workflow considerations
Design the transaction workflow Q-and-A
Design the ECM workflow
Test
- Understand the transactions examples
- Exemption Certificate Management use cases
- Create a customer record
- Retrieve a customer's exemption status
- Request a certificate
- Update a customer record
- Can I use my credentials in both Sandbox and Production environments?
- How and when does an exemption certificate get applied?
- How can I check to confirm that the service is up?
- How do I use a single-use exemption in Exemption Certificate Management (ECM)?
- How do I add users?
- How do I extend my free trial?
- How do I identify a firewall or proxy server?
- How do I reset my license key?
- How do I reset my password?
- I’m using the .NET Nuget AvaTax package to connect to AvaTax. Are account ID and license code enough for AvaTax API authentication?
- Is SSL required?
- What authentication methods are supported?
- What is the Production URL?
- What is the Sandbox URL?
- What ports are used for communication?
- Who do I contact if my Sandbox is expired?
- Why is tax being collected for a customer that is set up as exempt in ECM?
Test transactions
Test Document Management
Q-and-A
Get certified
