Core requirements

Advanced features

Consume and display error messages from API responses

Create and activate a company

Set up a hierarchy of subsidiary companies

Simple transactions in AvaTax

Addresses in transactions

Company codes

Customer codes

Document codes

Document dates

Document types

Discounts and overrides in AvaTax

Discount a transaction

Override a transaction

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

Request timeout definition

Item code

Item description

Non-standard items

AvaTax tax code mapping

Tax code mapping group

Tax code lookup

Invoice messages

Display and store the VAT code in responses

Display and store the AvaTax user's VAT code in responses

Document code

Customer code

Document date

Document type

Ship-to address (header and line levels)

Ship-from address (header and line levels)

Point-of-order origin address (header and line levels)

Line number

Item code

Item description

Quantity

Amount

Include tax in line amounts

Tax code

Verify that the transaction uses the Avalara-calculated tax amount

Shipping/freight handling

Sales order/sales invoice workflow

Commit transactions

Business identification number

Country code

Transport

Discount transactions

Void/delete a document

Currency code

Exchange rate

Exchange rate currency code

Exchange rate effective date

The user is the importer of record

Delivery terms

Second-hand goods

The counterparty is registered through a fiscal representative

The Avalara client is registered through a fiscal representative

Demonstrate and document installation of software

Pass integration identifier information

Purchase orders/purchase invoices

Point-of-order acceptance address (header and line levels)

Goods place or service address (header and line levels)

Import address (header and line levels)

Option to defer import VAT

Comparison of vendor tax and self-assessed tax

Enable triangulation

Middleman VAT ID

Party A VAT ID country

Party C VAT ID country

A reasonable ratio of calculation calls to committed documents

B2B domestic sale

B2C domestic sale

B2C distance sale

B2C sale into the EU where the buyer is the importer of record

Domestic reverse charge sale

Intracommunity supply

Export

B2C digital services sale into the EU

B2B services rendered outside of the EU

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

Middleman purchase

Middleman sale

End-customer purchase

Party A VAT ID sale

Party C VAT ID purchase