ORIGIN

Location Code:	Fill/Select
Address 1:
Address 2:
Address3:
City:
State/Province:
ZIP/Postal Code:
Country:
Latitude:
Longitude:

Destination :

Location Code: Fill/Select
Address 1:
Address 2:
Address3:
City:
State/Province:
ZIP/Postal Code:
Country:
Latitude:
Longitude:


DOCUMENT

Customer/Vendor Code
Definition:	The accounting, ERP, e-commerce, m-commerce, or POS application's code to uniquely identify a customer or vendor.
Example:	Cust-001
Required:	Yes
Limitations:	50 characters

Document Date
Definition:	The date the transactionHoverTT.png occurred, which is used for both the tax calculation date and for reporting purposes.
Example:	10/23/2010
Required:	Yes
Limitations:	Defaults to today's date in MM/DD/YY format.

Document Type
Definition:	The type of transactionHoverTT.png the document represents.
Example:	Select one of the following options:
Sales Order
Purchase Order
Required:	Optional

Discount
Definition:	The document-level discount that you want applied.
Example:	30.00
Required:	Optional
Limitations:	Defaults to 0.

Currency
Definition:	The currency used in the transactionHoverTT.png.
Example:	Canadian Dollar (CAD)
Required:	Optional
Limitations:	Defaults to US Dollar (USD)

Exemption No
Definition:	The exemption certificateHoverTT.png number for your customer.
Example:	Can be the customer code from the exemptions screen, or any exemption number.
Required:	Optional

Buyer's VAT No
Definition:	The value-added tax number of the buyer.
Example:	87654321
Required:	Optional
Limitations:	25 alphanumeric characters

Reference Code
Definition:	A user-defined field for reference purposes only. It can refer to a corresponding document number in an accounting, ERP, e-commerce, m-commerce, or POS application.
Example:	When processing a return, the reference code can hold the corresponding invoice number.
Required:	Optional

Entity Use Code
Definition:	An identifier used to group like customers for exemption purposes. It is a custom value that links customers to a tax ruleHoverTT.png. Select standard codes or enter a custom code.
Example:	Federal Government
Required:	Optional

Purchase Order No
Definition:	The purchase order number assigned by the accounting, ERP, e-commerce, m-commerce, or POS application.
Example:	87654321
Required:	Optional

Salesperson Code
Definition:	The salesperson identifier assigned by the accounting, ERP, e-commerce, m-commerce, or POS application.
Example:	87654321
Required:	Optional

LINES

Line No
Definition:	A unique identifier for the line on the document. Line numbers are normally assigned sequentially beginning at 1.
Example:	12
Required:	Yes

Item
Definition:	The code or SKU used to identify the product, service, or charge.
Example:	Item-001
Required:	Optional

Item Description
Definition:	A brief description of the product, service, or charge.
Example:	Sweaters
Required:	Optional
Limitations:	Both Item Code and Item Description are required to accurately tax SST transactions. TransactionsHoverTT.png without these are taxed by default.

Entity Use Code
Definition: An identifier used to group like customers for exemption purposes. It is a custom value that links customers to a tax ruleHoverTT.png. Select standard codes or enter a custom code.
Example:	Federal Government
Required:	Optional

Tax Code
Definition:	A unique label used to group items (products, services, or charges) by taxability.
Example:	PC040100
Required:	Optional
Limitations:	If a tax code is not associated with the item, AvaTax assigns a default tax code of U0000000, indicating an unknown tax code.

Exemption No
Definition:	The exemption certificateHoverTT.png number for your customer.
Example:	Can be the customer code from the exemptions screen, or any exemption number.
Required:	Optional

Quantity
Definition:	The quantity of the items (products or services) you want to process.
Example:	2
Required:	Yes
Limitations:	Calculates 0 if left blank.

Amount
Definition:	The price (quantity X unit price).
Example:	43.21
Required:	Yes
Limitations:	Calculates 0 if left blank.

Buyer's VAT No.
Definition:	The value-added tax number of the buyer.
Example:	87654321
Required:	Optional
Limitations:	25 alphanumeric characters

Tax Included
Definition:	Click to indicate that the line already includes the tax.
Required:	Optional
Limitations:	By default, tax included is not checked.

Apply Discount
Definition:	Click to apply the document-level discount to the selected line.
Required:	Optional
Limitations:	By default, Apply Discount is not checked.