Get certified

Guide: AvaTax Cross-Border (Customs Duty and Import Tax)

Learn how to prepare and submit your integration for review as a technology partner.

Congratulations! At this point, you’ve completed all previous milestones. If you’re a technology partner, you’re now ready for your integration to be reviewed.

How to submit

To initiate a functional review:

1. Create a recording demonstrating your integration, including the example transactions.
2. Send the recording along with any updated user guide to DG-PartnerLaunch@avalara.com.
3. Avalara will review your demo and then follow up with you. During this follow-up, Avalara will either request more information from you or inform you that you have achieved certification.

What to include in your demo

Core requirement

To achieve the Customs Duty and Import badge, your integration must include the following:

• A UI showing the shipping method in quotes and invoices
• A UI showing summary and detailed information for taxes collected and tax types
• Appropriate messaging in transaction responses
• The transaction scenarios are included in this integration guide along with doc codes
  • The transaction scenarios can be the same scenarios from the Core requirement examples section:
    • Estimate taxes for core requirements
    • Create sales invoice before shipping for core requirements
    • Request a tariff classification for core requirements
    • Ship the items for core requirements
    • Create a customs invoice for core requirements

Advanced feature requirements

If you’re implementing advanced features in your integration, your integration must include the following:

• A UI showing the shipping method in quotes and invoices
• A UI showing summary and detailed information for taxes collected and tax types
• Appropriate messaging in transaction responses
• A method for users to specify delivery terms, HS codes, product categories, preferred program indicators, and country of manufacture
• The transaction scenarios are included in this integration guide along with doc codes
  • The transaction scenarios can be the same scenarios from the Advanced feature examples section:
    • Cross-list countries
    • Estimate taxes for advanced features
    • Create sales invoice before shipping for advanced features
    • Ship the items for advanced features
    • Create a customs invoice for advanced features
    • Run a variance report for advanced features