Functional review

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

Your integration should include the following:

• The quote-to-cash process, including transaction scenarios along with doc codes
  • The quote-to-cash process should specifically call out the times when the system is reaching out to AvaTax for a tax calculation and when the system is going to record a transaction to Avatax for further reporting and remittance.
  • The transaction scenarios can be the same scenarios from the prior Examples section:
    • Compliant purchase
    • Non-compliant purchase
    • Unsupported address
    • Refund purchase
    • Void purchase

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