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Edit a Company

 
This article applies to:Avalara AvaTax

Edit a companyHoverTT.png to inform AvaTax of changes to your business needs.

Changes to a business often need to be reflected in the Admin Console company or its tax profile. You can change values for such things as the name of a company, if a company inherits its tax profile, the rounding level, and other values.

After you add a company, you can manage your company or read our company - frequently asked questions for more information.

Note:
Your first company is created as part of the AvaTax account activation.

Edit the company setup

The Company Setup tab stores important information about a companyHoverTT.png and how AvaTax handles the transactionsHoverTT.png of a company.

Note:
Any new company created with the New Company wizard must first be activated before it can be edited.
The company code cannot be edited.
  1. On the Organization tab, click the link for a Company Name.

    AvaTax-Organization-Company link-ann1.png
  2. On the Company Setup tab, change a value by:
  3. Click Save when done.

Change the default company

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

  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.
Note:
The company previously designated as the default company has the default company check box cleared.

Edit the company settings

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

Note
Any new company created with the New Company wizard must first be activated before it can be edited.

  1. On the Organization tab, click the link for a Company Name.
    AvaTax-Organization-Company link-ann1.png
  2. On the Company Setting tab, change a value by:
  3. Click Save when done.

Change the rounding level for a company

AvaTax can round the tax amount for a transactionHoverTT.png at the line level or document level. For more information, read add 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 the company address Information

The Company Address Information tab stores information about the main company address.

Note
Any new company created with the New Company wizard must first be activated before it can be edited.

  1. On the Organization tab, click the link for a Company Name.

    AvaTax-Organization-Company_link-ann1.png
  2. On the Company Address Information tab, change a value by:
    • Typing a field value
    • Selecting a field value

      AvaTax-Organization-Company-Company_Address_Information_tab.png
      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 the primary contact information

The Primary Contact Information tab stores information about the main company contact.

Note
Any new company created with the New Company wizard must first be activated before it can be edited.

  1. On the Organization tab, click the link for a Company Name.

    AvaTax-Organization-Company_link-ann1.png
  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
      AvaTax-Organization-Company-Primary_Contact_Information_tab.png
  3.  Click Save when done.