When to use batches
Process transactions in bulk - is it right for your organization?
CreateBatches End Point
When you use the CreateBatches end point you can send us one large file of transations for our tax engine to process for you. While this will not give you real time tax information on your invoices, this will allow you to send a large amount of invoices to us and then use DownloadBatch to get your results of the batch file you have processed. This options is best if your transaction workflow includes estimates on your invoices and batch invoices for finalization in bulk later on.
One key thing to remember is that batches are processed as they come in but do not carry the service level guarantee of our CreateTransaction on demand calculation service. For best results you will want to use the CreateTransaction end point.
CreateTransaction End Point
With the CreateTransaction end point, you can send transactions to us as you create them within your transaction workflow. This allows you to get real time tax information for your system and posting of your invoices to the admin console.
Which option best fits in with your workflow? If you need real time calculation then CreateTransaction is for you! If you’re processing multiple transactions after hours all at once and do not need real-time calculations back into your system, then processing them through batches is the way to go!
The 2021 sales tax changes report: midyear update
Your guide to navigating the complicated world of tax compliance and preparing for the future
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