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Send a test transaction from your system

This article applies to:Avalara AvaTax Update

After you connect your system to AvaTax, send a few test transactions to verify different business scenarios and workflows, and make sure the connection is working.

  1. In your system, create and commit a transaction or an invoice. The transaction must be committed for AvaTax to calculate the tax. If your system allows it, add a prefix to the document code on the test transaction so it's easy to identify and void later on. 

    Tip icon

    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:

    • Addresses in jurisdictions where you collect and pay tax
    • Products and services mapped to Avalara tax codes to make sure the tax calculates as you expect 
    • Shipping fees included in a freight line
    • Tax-exempt customers, in any
  2. Once the transaction is posted to AvaTax, log in to AvaTax and click Transactions to review the transaction. If your test transaction doesn't show up in AvaTax or look as you expect, try these things:
    • Make sure the account ID, license key, and company code in AvaTax match the ID, key, and code in your business application.
    • Create another test transaction and turn off any plugins or customizations to your business application. Sometimes these additions interfere with the connection to AvaTax.
  3. Change your settings in AvaTax or your connector as needed.
  4. 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.


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