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How does the property DocType effect the way AvaTax documents are handled?

Overview

I am not seeing my transactions in the Admin Console. How does the GetTax GetTax Request Document Type property effect the way a document is handled in AvaTax?

Environment

SDK

PHP

java

C# .NET

GetTax Request

 

Resolution

DocType: DocumentType, required

The document type specifies the category of the document and affects how the document is treated after a tax calculation.

  • SalesOrder (default if not populated in the request).
    • This is a temporary document type and is not saved in tax history. GetTaxResult will return with a DocStatus of Temporary.
  • SalesInvoice
    • The document is a permanent invoice; document and tax calculation results are saved in the tax history. GetTaxResult will return with a DocStatus of Saved.
  • PurchaseOrder
    • This is a temporary document type and is not saved in tax history. GetTaxResult will return with a DocStatus of Temporary.
  • PurchaseInvoice
    • The document is a permanent invoice; document and tax calculation results are saved in the tax history. GetTaxResult will return with a DocStatus of Saved.
  • ReturnOrder
    • This is a temporary document type and is not saved in tax history. GetTaxResult will return with a DocStatus of Temporary.
  • ReturnInvoice
    • The document is a permanent sales return invoice; document and tax calculation results are saved in the tax history GetTaxResult will return with a DocStatus of Saved.

 

 

 

 

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