Document recording

Taxes App creates Avatax transactions on two events:

• while calculating taxes (in order or checkout)
• while confirming an order

When calculating taxes, the default document type is SalesOrder. It makes the transaction temporary and not visible in the Avalara dashboard.

In the case of order confirmation, the default document type is SalesInvoice. It makes the transaction permanent and visible in the Avalara dashboard.

The Avatax configuration form in the Taxes App contains Document recording toggle. When switched off, it changes all the document types to SalesOrder. This effectively stops the "document recording", making all the transactions temporary.