Congratulations! At this point, you've completed all previous milestones. If you're a technology partner, you're now ready for Avalara to review your integration.

How do I submit?

To initiate a functional review:

Create a recording demonstrating your integration, including the installation.

Send the recording along with the user guide to DG-PartnerLaunch@avalara.com.

Avalara will review your demo and then follow up with you. During this follow-up, Avalara will either request more information from you or inform you that you achieved certification.

What do I include in the demo?

Your integration should include all requirements mentioned in the previous chapters. Specifically, we want to see the following:

Core integrations

How you install or enable your integration.

Your configuration screen and authentication process, including:

How you identify customers:
- Show how you pass the customer identifier.
- Show how you exempt a customer.

How you identify products/services and associate tax codes:
- Show what you send to AvaTax as the item code and description.
- Show that you can map items to Avalara tax codes in the platform.

The quote-to-cash process, including transaction scenarios along with doc codes:
- The quote-to-cash process should specifically call out the times when the system reaches out to AvaTax for tax calculation and when the system records a transaction to AvaTax for further reporting and remittance.
- Sales tax transaction scenarios:
  - B2B domestic sale
  - B2C distance sale
  - B2C sale into the EU where the buyer is the importer of record
  - B2B domestic sale
  - Domestic reverse charge sale
  - Intracommunity supply
  - Export
  - B2C digital services sale intra EU
  - B2C digital services sale into the EU
  - B2B services rendered outside of the EU

Other considerations
- Show that your integration sends the proper HTTP headers (assuming that your integration uses the REST v2 API).
- Show that your integration includes an address validation, filter-by-country option or that you limit address validation requests to only the US and Canada.
- Show that your integration uses a reasonable API request ratio during invoicing.
- Show that sales invoices use the SalesInvoice document type and that you don't call AvaTax multiple times for the same invoice.
- Confirm that orders/estimates use a document type of SalesOrder, PurchaseOrder, and so on.

POS integrations

Input VAT integrations

Demonstrate support for import and goods place or service rendered addresses.

Demonstrate that users can specify to defer VAT.

Transaction scenarios along with doc codes. You can show the scenarios from the Test transactions > Input VAT examples section.
- B2B domestic purchase
- Domestic reverse charge purchase
- B2C distance sale with transport starting outside of the EU
- Import sale
- Import purchase
- Intracommunity acquisition
- Import VAT deferment

Triangulation integrations

Demonstrate support for triangulation scenarios.

Demonstrate support for middleman VAT IDs and for the goods place or services rendered address.

Transaction scenarios along with doc codes. You can show the scenarios from the prior Test transactions > Triangulation examples section.

Submit your integration for review