Core requirements

Advanced features

Reasonable errors on server-side analysis

Create and activate a company

Set up a hierarchy of subsidiary companies

AvaTax configuration window

Test AvaTax connection

Option to disable document recording

Enable/disable AvaTax

Enable client-side logging

User guide

Pass integration identifier information

Option to display prices with tax included

Request timeout definition

Customer code

Item code

Item description

AvaTax tax code mapping - Item code/SKU

Non-standard items

Tax code mapping group

Tax code lookup

Demonstrate and document installation of software

Option to disable document recording

Reasonable ratio of transaction calls to committed documents

Understanding simple transactions

Company codes

Document types

Document codes

Document dates

Customer codes

Addresses

Understanding discounts and overrides

Discounting a transaction

Tax overrides

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 dates

Document type

Ship-from address (header and line levels)

Ship-to address (header or line level)

Point-of-origin order address (header or line level)

Goods place or service rendered address (header or line level)

Import address (header or line level)

Line number

Item code

Item description

Quantity

Amount

Include tax in line amounts

Tax code

Verify Avalara calculated Tax Amount is used in transaction

Shipping/freight handling in VAT transactions

Discount transactions

Sales order/sales invoice

Commit transactions

Currency code

Exchange rate

Exchange rate currency code

Exchange rate effective date

Business identification number

Country code

Transport

User is the importer of record

Delivery terms

Second-hand goods

Counterparty registered through a fiscal representative

Avalara client registered through a fiscal representative

Purchase order/purchase invoice

Point-of-order acceptance address (header or line level)

Option to defer import VAT

Comparison of vendor tax and self-assessed tax

Triangulation

Middleman VAT ID

Party A VAT ID country code

Party C VAT ID country code

B2C 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

Intra-community supply

Export

B2C digital services sale intra EU

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

Intra-community acquisition

Import VAT deferment

Triangulation - middleman purchase

Triangulation - middleman sale

Triangulation - end customer purchase

Triangulation - Party A VAT ID sale

Triangulation - Party C VAT ID purchase