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Avalara Help Center

Edit a Company

 
This article applies to:Avalara AvaTax

When you activate your account, you set up your initial companyHoverTT.png. Changes to your business often need to be reflected in a company in AvaTax. Edit a company to change values for things like the name of a company, whether a company inherits its tax profile, the rounding level, and more.

In addition to editing a company, add a company or manage a company.

If you create a new company with the New Company wizard, you must activate it before you can edit it.

Edit company setup

The Company Setup tab has critical information about a companyHoverTT.png and settings that determine how AvaTax handles the transactionsHoverTT.png of a company. For fields that aren't available for you to edit, contact  your Customer Account Manager (CAM) for help.

To edit company setup: 

  1. On the Organization tab, click the link for a Company Name.
  2. On the Company Setup tab, change a value by:
    • Typing a field value
    • Choosing a field value
    • Selecting a check box
    • You can edit the following fields:
      • Company Name - The company name identifies the companyHoverTT.png in AvaTax. It should be unique and should match the name in your accounting software.
      • Select Parent Company - The company name and company code of the parent company in a parent company/child company relationship.
        • Choose No Parent if this company doesn't have a parent company.
        • Choose the name of the parent company if this company has a parent company.
      • Separate Reporting Entity - A separate reporting entityHoverTT.png is a companyHoverTT.png that reports and files its transaction history independent from any parent company or child company with which it’s associated.
        • Choose Yes to allow a child company to maintain its transaction history independent of its parent company.
        • Choose No to allow a child company to combine its transaction history with its parent company for reporting and tax returns purposes.
      • Tax Profile - A tax profile is the collection of jurisdictions, tax codes, tax rules, and items that define the taxing policy of a company.

        • Choose Create Tax Profile to allow a child company to create and maintain a tax profile independent of its parent company.
        • Choose Inherit Tax Profile to allow a child company to inherit a tax profile from its parent company.
      • Business Tax Identification Number (TIN) - The business TIN or taxpayer IDHoverTT.png is a unique, nine-digit identifier assigned to U.S. companies for tax reporting purposes. For a company that's a separate reporting entity, a business TIN or taxpayer ID is required when a company is participating in the Returns program or when a company is participating in the SSTP. In all other cases, the business TIN is optional.
      • Business Identification Number (BIN) -  This is the business identification numberHoverTT.png assigned to a non-U.S. company, normally the BIN or value added tax (VAT) identification number. The BIN is optional.
      • Company Status - The company status determines whether AvaTax processes transactionsHoverTT.png for a companyHoverTT.png.
        • Choose Active to allow AvaTax to process transactions for this company.
        • Choose Inactive to prevent AvaTax from processing transactions for this company.
      • Default Company - AvaTax requires one companyHoverTT.png to be the default company. AvaTax uses the company code of the default company to process transactionsHoverTT.png received from your accounting software without a company code. 

  3. Click Save when done.

Change the default company

AvaTax requires that one company be the default companyHoverTT.png.

To change the default company:

  1. On the Organization tab, click the Company Name link of the company you want to be the new default company
  2. On the Company Setup tab, select the Default Company check box.
  3. Click Save. The new default company is saved and the check box by the previous default company is cleared.

Edit company settings

The Company Settings tab has critical information about a companyHoverTT.png and settings that determine how AvaTax deals with the transactionsHoverTT.png of that company.

To edit company settings: 

  1. On the Organization tab, click the link for a Company Name.
  2. On the Company Setting tab, change a value by:
    • Selecting a field value
    • Choosing a field value
    • You can change the:
      • Default Country - The default country is the country AvaTax uses for reporting purposes. It’s also used by AvaTax Global customers.
      • Base Currency - The base currency is the currency AvaTax uses for reporting purposes. It’s also used by AvaTax Global customers.
      • Rounding Level - The rounding levelHoverTT.png controls how AvaTax rounds the tax amount for a transactionHoverTT.png. AvaTax can round tax amounts at the line level or document level. If you're not sure, leave the rounding level set to the default (line-level rounding).
        • Line-level rounding
          • Rounds the tax amount to two decimal places for each tax line
          • Discards the rounding difference
          • Adds the tax amounts of each line together to get the total tax amount
          • Occasionally, the sum of each line calculated is a penny less or more than with document rounding
        • Document-level rounding
          • Calculates the tax amount for each line (without rounding), adds those amounts, and then rounds the total to two decimal places
          • Eliminates the occasional rounding inequality experienced with the line-level method by redistributing the rounded amounts
      • Freight & Handling Tax Dependency Level - The freight and handling tax dependency level controls which line items your freight and handling taxability depend on. This selection controls how close a match the destination address needs to be to the dependent line to be considered related. If you're not sure, leave the the freight and handling tax dependency level set to the default (entire document).
        • Choose Entire Document to make the taxability of freight and handling dependent on all line items in the document.
        • Choose Same State to make the taxability of freight and handling dependent on all line items that have the same destination state as the freight or handling line.
        • Choose Same Tax Region to make the taxability of freight and handling dependent on all line items that have the same destination tax region (same set of taxing jurisdictions) as the freight or handling line.
        • Choose Same Address to make the taxability of freight and handling dependent on all line items that have the same destination address as the freight or handling line.
      • Test Company - Designate a company as a test company to use it for testing purposes only. Test companies don’t generate liability worksheets, Returns calendars, or tax notices. When you’re done testing, change this value to No to use the company for actual transactions. Use a test company to test:
        • Integration of AvaTax with your accounting software. For instance, use it to send a test transaction.
        • Changes to the tax profile of a company.
        • Data importing.
    • Two fields display information only:
      • SSTPID - The Simplified Sales Tax Project (SSTP) identification number for certified service provider (CSP) accounts is a unique identifier assigned by the Streamline Sales Tax Project to sellers who choose to voluntarily register, file, and pay sales and use taxes using the Streamlined Sales and Use Tax system.
      • SST Effective Date - The date this companyHoverTT.png began using Avalara as a certified service provider (CSP) for the Simplified Sales Tax Project (SSTP).
  3. Click Save when done.

Change the rounding level for a company

You determine whether AvaTax rounds the tax amount for a company's  transactionsHoverTT.png at the line level or document level. For more information, read add a company.

To change the rounding level for a company:

  1. On the Organization tab, click the Company Name link.
  2. On the Company Settings tab, select Document or Line for the Rounding Level.
  3. Click Save.

Edit company address Information

The Company Address Information tab stores information about the main company address. Because Returns uses this for online filing calendars, if your company has multiple addresses, we recommend using the legal address.

To edit company address information:

  1. On the Organization tab, click the link for a Company Name.
  2. On the Company Address Information tab, change a value by:
    • Typing a field value
    • Selecting a field value
      You can change the:
      • Address
      • City
      • State/Province
      • ZIP/Postal Code
      • Country
  3. Click Validate to validateHoverTT.png the address.
  4. Click Save when done.  

Edit primary contact information

The Primary Contact Information tab stores information about the main company contact. If you use Returns, we recommend using a compliance contact in case we need to reach out to them about filing.

To edit primary contact information:

  1. On the Organization tab, click the link for a Company Name.
  2. On the Primary Contact Information tab, change a value by typing a field value. You can change the:
    • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Title
    • Mobile Phone Number
    • Fax
  3.  Click Save when done.