> This page is for Documentation, version Integration guides (default).
> For other versions, use one of these documentation indexes:
> - Integration guides (default): https://avalara.ferndocs.com/docs/integration-guides/llms.txt
> - Refactor guides: https://avalara.ferndocs.com/docs/refactor-guides/llms.txt
> - Get certified: https://avalara.ferndocs.com/docs/get-certified/llms.txt
> - Agent to Agent (A2A): https://avalara.ferndocs.com/docs/agent-to-agent-a2a/llms.txt
> - AI use cases: https://avalara.ferndocs.com/docs/ai-use-cases/llms.txt
> - API versioning: https://avalara.ferndocs.com/docs/api-versioning/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://avalara.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://avalara.ferndocs.com/_mcp/server.

# Configure AvaTax and Document Management

To use [AvaTax](https://admin.avalara.com), you must configure a company and set up a tax profile. Without tax profiles, all test transactions will result in a \$0.00 tax calculation.

To continue with this integration, let’s set up a test company right now, similar to the way a merchant would. This will be a standard setup for a company with a US address.

[Previous](https://developer.avalara.com/avatax-dm-combined-erp/common-setup/error-messages/reasonable-errors)

[Next](https://developer.avalara.com/avatax-dm-combined-erp/common-setup/configure-your-account/create-company)

> **Note**
>
> Part of the **AvaTax and ECM** integration guide. [Open the full "Configure AvaTax and Document Management" milestone on Avalara](https://developer.avalara.com/avatax-dm-combined-erp/common-setup/) to see every page in this section.