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Manage Jurisdiction Overrides

This article applies to:Avalara AvaTax

A jurisdiction override changes how AvaTax sourcesHoverTT.png tax jurisdictions by allowing you to specify the jurisdictions AvaTax uses for tax calculations. For more information about nexus and jurisdictions, see Add Nexus Jurisdictions.

Create a jurisdiction override for a:

  • Specific address
  • ZIP/postal code
  • ZIP/postal code +4

Deciding when to add a jurisdiction override can be complicated. Some reasons you might add one include:

  • An address doesn't actually fall within the boundary assigned by AvaTax
  • You have documentation from the state showing the correct tax jurisdictions and tax rate for an address
  • The sourcing of a transactionHoverTT.png is in a city that exists in more than one county or a county that crosses multiple city and/or special tax jurisdiction boundaries

Some states have complex sourcing rules that affect the jurisdictional assignments and composite tax rate calculation. Tax rates are based on the jurisdictions of the origin address in:

  • Arizona
  • Illinois
  • Mississippi
  • Missouri
  • New Mexico
  • Pennsylvania
  • Tennessee
  • Utah
  • Virginia
  • Ohio

Tax rates are based on a combination of jurisdictions from both the origin address and the destination address in:

  • Texas
  • California

In all other states, the tax rate and tax jurisdictions are based on the destination address.

AvaTax won't use a jurisdiction override when processing a transaction if it overrides a state statute or taxation rule. This restriction prevents you from creating an inaccurate tax liability for which you'd be held liable by the taxing jurisdiction. Contact Avalara Support to determine whether a jurisdiction override is necessary.

Because they have certified data that can't be altered without investigation, you aren't able to select states participating in the Streamlined Sales Tax Project (SSTP)HoverTT.png when creating a jurisdiction override. If you believe a tax rate or tax jurisdiction is incorrect for an SST state, review the steps to contact Avalara Support to request a review of the address.

All the companiesHoverTT.png in your AvaTax account use each jurisdiction override you add, and each jurisdiction override remains in effect until you delete it or the end date passes.

Add a jurisdiction override

To add a jurisdiction override in AvaTax:

  1. On the Settings tab, click Jurisdiction Override.
  2. On the Jurisdiction Overrides screen, click New.
  3. On the New: Jurisdiction Override Step 1 screen, type a description in the Description field, select a type from the Jurisdiction Override Type list, and then complete at least the required fields for the type you select.
    • If you select Specific Address, complete at least the Street Address and ZIP/Postal Code fields, and then click Validate to validate the specific address or type the rest of the address.
    • If you select ZIP/Postal Code, complete at least the State and ZIP/Postal Code fields.

    • If you select ZIP/Postal Code +4, complete at least the State and ZIP/Postal Code+4 fields.

  4. Change the value in the Effective Date or End Date field if desired.
  5. Click Next.
  6. On the New: Jurisdiction Override Step 2 screen, choose the desired combination of jurisdictions for the address information entered on the New: Jurisdiction Override Step 1 screen (county, city, and/or special).
  7. Review the Composite Rate displayed on the right. AvaTax uses the composite rate when the jurisdiction override is applied.
  8. Click Finish. The jurisdiction override appears on the Jurisdiction Override List, and a success message displays above the Jurisdiction Override List.

Edit a jurisdiction override

To edit a jurisdiction override:

  1. On the Setting tab, click Jurisdiction Override.
  2. On the Jurisdiction Overrides screen, click Description next to the jurisdiction override you want to edit.
  3. On the Edit: Jurisdiction Override screen, type or select a different value for any field in Step 1 if desired, and then click Next.
  4. Choose a different combination of jurisdictions in Step 2 if desired, and then click Finish. The Jurisdiction Override appears on the Jurisdiction Override List, and a success message displays above the Jurisdiction Override List.

Expire a jurisdiction override

Expire a jurisdiction override instead of deleting it. When you have an expired jurisdiction override, it documents the tax jurisdictions and tax rates used by AvaTax to process transactionsHoverTT.png in the past. If you run historical tax calculations, an expired jurisdiction override gives you a more accurate result than if you've deleted the jurisdiction override.

To expire a jurisdiction override:

  1. On the Setting tab, click Jurisdiction Override.
  2. On the Jurisdiction Overrides screen,click Description next to the jurisdiction override you want to expire.
  3. On the Edit: Jurisdiction Override screen, type or select today's date in the End Date field, and then click Next.
  4. Click Finish. The Jurisdiction Override appears on the Jurisdiction Override List, and a success message displays above the Jurisdiction Override List.

Delete a jurisdiction override

Expire a jurisdiction override instead of deleting it. Only delete a jurisdiction override when a mistake is made. Once you delete a jurisdiction override, AvaTax uses the default tax jurisdictions and tax rates when processing transactions for that specific address, ZIP/postal code, or ZIP/postal code +4.

Before you delete a jurisdiction override, export it as an Excel file for your records.

To delete a jurisdiction override:

  1. On the Setting tab, click Jurisdiction Override.
  2. On the Jurisdiction Overrides screen, select the check box next to the jurisdiction override you want to delete, and then click Delete.
  3. On the JurisdictionOverrides: Are you sure you want to delete Jurisdiction Override(s) screen, confirm the correct jurisdiction override is listed, and then click OK. The Jurisdiction Override disappears from the Jurisdiction Override List, and a success message displays above the Jurisdiction Override List.

Export a jurisdiction override

Export a jurisdiction override for your records or as a reference when setting up jurisdiction overrides on another account.

To export a jurisdiction override as an Excel file:

  1. On the Settings tab, click Jurisdiction Override.
  2. On the Jurisdiction Overrides screen, click Export.
  3. On the Opening Ava_JurisdictionOverrides.xls dialog, select whether you want to Open with Excel or Save the file, and then click OK.