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Solutions
Tax types
Sales and use
Compliance management for state and local taxes
Property
Real and personal property tax management
Consumer use
Self-assessment for buyer-owed taxes
Communications
Tax management for connected devices and services
Occupancy
Tax automation for short-term rental properties
Cross-border
Compliance for international taxes and duties
Business sizes
Small
Tax management for small business owners
Midsize
Compliance tools for your accounting team
Enterprise
Omnichannel tax management at scale
Business needs
Tax risk assessment
Products to estimate where you have tax obligations
Tax calculation
Cloud-based products for a variety of tax types
Returns
Filing solutions for all business types
Exemption certificates
Tax exemption document management
E-invoicing
Global e-invoicing and live reporting
International compliance
Tax compliance for selling outside the United States
Business licenses
Registration and licensing for businesses of all sizes
Point of sale
Updated tax content for commercial transactions
1099 and W-9 forms
IRS forms management
Industries
Manufacturing
Distributors, warehouses, and manufacturers
Retail
Brick-and-mortar and ecommerce sellers
Software
SaaS, subscriptions, and digital products and services
Hospitality
Hotels, resort properties, and chains
Short-term rentals
Short-term rental property owners and managers
Accounting
Small, medium, and large accounting firms and practices
Communications
Telecom, IT, VoIP, cable, and other connected services
Governments and public sector
State and local governments and agencies
Supply chain and logistics
International traders, shippers, and suppliers
See all solutions
Products
Platform
Why automate
The benefits of implementing compliance technology
Products and Services
How Avalara powers end-to-end compliance
Edge computing
Our high-volume compliance solution
Pricing
How Avalara determines pricing for your business
APIs
Tool
Reference documentation for developers
Featured products
Avalara AvaTax
Our flagship tax calculation service
Avalara Returns
Returns preparation and filing products
Avalara Exemption Certificate Management
Document management for tax-exempt sales
Avalara E-Invoicing and Live Reporting
International e-invoicing and reporting compliance
Avalara Property Tax
Real and personal property tax compliance
Avalara Cross-Border
Classification, VAT, GST, and customs management
Avalara Business Licenses
Licensing and registration across the U.S.
Avalara Sales Tax Risk Assessment
Nexus risk assessment for selling to the U.S.
Avalara Tax Research
Plain-language answers to tax questions
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Shopify
Microsoft
NetSuite
SAP
QuickBooks
Sage
Adobe Commerce
BigCommerce
WooCommerce
Salesforce
Oracle
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Developers
Preferred Avalara integration developers
Accountants
State and local tax experts across the U.S.
Integrations
Connect to ERPs, ecommerce platforms, and other business systems
Resources
Tools
U.S. sales tax calculator
Address-based sales tax calculator
U.S. sales tax rate tables
Rates updated each month
U.S. sales tax risk assessment
Economic nexus self-assessment
Lodging tax rate lookup
Tool
Address-based lodging tax calculator
Business license assessment
Tool
Licensing requirements questionnaire
Featured
Avalara Tax Changes 2024
Our annual tax changes report
State of Finance
Our market trends report
Forrester Total Economic Impact™
An independent, commissioned study
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Tools, webinars, guides, and more
Blog
Tax insights and updates for North America
Events
Online and in-person industry events
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Live and on-demand tax analysis sessions
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Documentation, tools, guides, and other resources
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Tool
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Tool
Avalara University self-guided training
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Streamlined Sales Tax program
State-supported sales tax compliance help
U.S. sales tax rates
Interactive map of U.S. sales tax rates
U.S. sales tax nexus thresholds
Nexus guides and triggers by state
Business license guides
State licensing requirements
Lodging tax rates
Address-based calculator for lodging tax rates
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Direct-to-consumer wine shipping guide
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AVATAX FOR VAT - ERP BADGE MILESTONES
Before you begin
About this guide
Verify that you have the VAT/GST entitlement
Planning your integration
Core requirements
Advanced features
Additional resources
Glossary
Authentication
Authentication in AvaTax
Sandbox vs Production environments
Authentication methods
Ping the server
Troubleshooting
Certification requirements
Test authentication
Authentication FAQs
Error handling
AvaTax error messages
Certification requirements
Consume and display error messages from API responses
Configure AvaTax
Configure your account
Setting up a company
Create and activate a company
Set up a hierarchy of subsidiary companies
Certification requirements
Test your setup
FAQs
AvaTax for VAT transaction concepts
VAT transactions in AvaTax
Simple transactions
Simple transactions in AvaTax
Addresses in transactions
Company codes
Customer codes
Document codes
Document dates
Document types
Transaction lines
Transaction statuses
Item classification
Discounts and overrides
Discounts and overrides in AvaTax
Discount a transaction
Override a transaction
Void/delete documents
Currency conversion
Fees and rates in responses
Partial input VAT recoverability
Design the user experience
Design considerations
Administration and utilities
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/charge integration
Item code
Item description
Non-standard items
AvaTax tax code mapping
Tax code mapping group
Tax code lookup
Sales/billing documentation integration
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
Server audit clarity and installation
Demonstrate and document installation of software
Pass integration identifier information
Input VAT integration
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
Triangulation integration
Enable triangulation
Middleman VAT ID
Party A VAT ID country
Party C VAT ID country
FAQs
Design the transaction workflow
Transaction workflow considerations
Transaction workflow with posting
Transaction workflow without posting
Credit memo workflow without posting
When should I calculate tax?
When to commit
Certification requirements
A reasonable ratio of calculation calls to committed documents
FAQs
Test transactions
Understanding these transactions
Core examples
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 intra EU
B2C digital services sale into the EU
B2B services rendered outside of the EU
Input VAT examples
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 examples
Middleman purchase
Middleman sale
End-customer purchase
Party A VAT ID sale
Party C VAT ID purchase
Functional review
Submit your integration for review
Revision history
Delivery terms
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