> This page is for Documentation, version AI use cases.
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# Technical reference

Understand the ERP and AvaTax data needed for transaction-level tax transparency and the required permissions.

This section describes the ERP and AvaTax data required to support transaction-level tax transparency and the associated permission requirements.

## ERP data access

The AI agent retrieves ERP data through the connector to generate transaction-level tax explanations.

* **Transaction data**: All transaction types, including line items, addresses, customer information, and subsidiary context.
* **Customer data**: Customer codes, tax status, and linked addresses.
* **Item data**: Item codes, descriptions, and assigned tax codes.
* **Context service**: Current page and record context are used to provide screen-aware explanations.

## AvaTax data access

The AI agent retrieves AvaTax data through the MCP integration layer to analyze and explain tax calculations.

* **Transaction details**: Full jurisdiction breakdown, applied rates, calculated amounts, and sourcing methodology.
* **Customer certificates**: Exemption certificates, expiration dates, and coverage zones.
* **Nexus configuration**: Active nexus declarations used to provide contextual explanations.

## Permission requirements

The following permissions are required to enable tax transparency functionality.

* **ERP access**: Read access to transactions the user is currently viewing.
* **AvaTax access**: API credentials with transaction and certificate read permissions.
* **Role-based access**: Available to all roles with transaction access. Administrators may restrict access if needed.

> **Note**
>
> Part of the **Tax transparency** AI use case. [Open the full "Technical reference" section on Avalara](https://developer.avalara.com/tax-transparency/mtb2633855916318/).