Reference · built on requestConnectorPayments, billing & fraud

Avalara AvaTax

Tax transactions, address resolution, customers, and exemption certificates from Avalara AvaTax, through its REST API v2.

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About

Avalara AvaTax is a tax calculation service. Its REST API v2 records transactions and returns the tax due on each line, resolves addresses, and stores customers and exemption certificates. Transactions are typed as SalesOrder, SalesInvoice, ReturnOrder, or ReturnInvoice and move through Saved, Posted, Committed, and Cancelled states.

An operator reads committed transactions and certificates, then proposes a commit, void, or adjustment for your approval. The receipt names the document, the action taken, and the way back.

This is a reference listing. It documents what Fibric would read from Avalara AvaTax and what it could propose, based on the vendor's published interfaces. Fibric builds it under a managed deployment when you request it; selecting it here installs nothing.

Inputs

  • Transactions created through CreateTransaction, with their document type and status
  • Audit detail on a transaction through AuditTransaction
  • Customers recorded through CreateCustomers and their exemption certificates from CreateCertificates
  • Address resolution results from ResolveAddress
  • Connectivity and credential state from Ping

Proposed actions

  • Target capability: propose committing a Saved or Posted transaction through CommitTransaction
  • Target capability: propose voiding a transaction through VoidTransaction
  • Target capability: propose replacing a transaction through AdjustTransaction
  • Target capability: propose a return through RefundTransaction

Proposed actions are target capabilities. Every action runs propose-first and needs a validated deployment and the appropriate permissions.

What you can build

  • Keep exemptions on file

    Customers billed without tax are checked for a certificate recorded through CreateCertificates. Missing or expired certificates are listed for a person to chase.

    With Tax Exemption

  • Watch where you are close to nexus

    Committed transactions are summed by jurisdiction. When a state approaches a threshold you set, the operator writes the numbers up for a decision.

    With Nexus Threshold

  • Fix the address before the tax

    ResolveAddress results are compared with the order's ship-to. A corrected address is proposed to the order system for approval.

    With Address Repair

  • Commit before the cutoff

    Saved and Posted transactions still uncommitted near period end are listed. A person approves the commits, and each is logged.

    With Month-End Cutoff

Requirements

  • An AvaTax account with a license key issued in the Admin Console
  • A sandbox account against sandbox-rest.avatax.com for testing before rest.avatax.com
  • An agreed rule for when a transaction is committed, since only a commit finalizes a document for reporting
Authentication
HTTP Basic authentication with either an AvaTax username and password or an account ID and license key from the Admin Console.

Limits

  • SalesOrder documents are estimates; only SalesInvoice documents are recorded, so quotes never appear as transactions
  • AdjustTransaction replaces a transaction with a new one rather than editing it in place
  • The free trial allows up to 1,000 daily transactions for 90 days
  • Rate limits are not published on the pages this listing was written from

Access and pricing

Reference listing. Fibric builds the connector under a managed deployment when you request it. Your quote covers the build, capabilities, usage, and support.

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Questions and answers

What is the difference between SalesOrder and SalesInvoice?
A SalesOrder is an estimate used before a purchase completes and is not recorded. A SalesInvoice is a recorded sale. Recorded documents move through Saved, Posted, Committed, and Cancelled; only a commit finalizes a document for reporting.
Which credentials does AvaTax accept?
HTTP Basic with either a username and password or an account ID and license key. License keys come from the Admin Console. Sandbox and production are separate hosts: sandbox-rest.avatax.com and rest.avatax.com.
Can a committed transaction be changed?
Not in place. VoidTransaction cancels it; AdjustTransaction replaces it with a new transaction; RefundTransaction creates a return against it. The connector proposes each and a person approves.
Ask about Avalara AvaTax

Ask about the capabilities and requirements in this listing.

For project-specific requirements, contact Fibric.

This connector listing is developed, published, and supported by Fibric. It describes integration with Avalara AvaTax through published interfaces. Third-party names and logos identify the systems an integration connects to; they are the property of their respective owners, who are not affiliated with Fibric and do not sponsor or endorse this listing. Trademark policy