After you connect your application to AvaTax, send a few test transactions to make sure the connection is working and to verify different business scenarios and workflows.
- In your business application, create and commit a transaction or an invoice.
The transaction must be committed for AvaTax to calculate tax. If your application allows it, add a prefix to the document code on the test transaction so you can easily identify the transaction and void it later on.
We recommend testing common workflows and billing scenarios including quotes, return invoices, or credit memos.
Here are some things you might want to include in a test transaction:
- Once the transaction is posted to AvaTax, sign in to AvaTax and go to Transactions to review the transaction. If the test transaction doesn't show up in AvaTax or look as you expect, try these things:
- Change your settings as needed.
- Once you're satisfied with the AvaTax results, void the transaction in your business application and in AvaTax to make sure it isn't included in your tax returns.