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.
- 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.
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, 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:
- Change your settings in AvaTax or your connector 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.