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Import Fulfillment by Amazon Transactions

This article applies to:Avalara AvaTax Update

Import your Fulfillment by Amazon (FBA) transactions into AvaTax Update each month so they're included on your returns. For all other transactions, see Add or Import Transactions. For questions about the Amazon Sales Tax Report, refer to the Fulfillment by Amazon help maintained by Amazon.

Format and import your Fulfillment by Amazon transactions

  1. Generate the Monthly Sales Tax Report from Amazon Seller Central.
  2. Open the Amazon Monthly Sales Tax Report .csv file.
  3. Filter the report by Jurisdiction (Column AQ) and select City, County, and District. 
  4. Delete the rows shown on the filtered report.
  5. Clear the filter to show the remaining rows on the report.
  6. Sort the report by Order_ID (Column A).
  7. Highlight the Order_ID column and identify any duplicate values. (Search Microsoft's help center to find a quick way to do this in Excel.)
  8. Insert three new columns before the Order_ID column and fill them in:
    • ProcessCode - Enter 1 for invoices that include sales tax
    • DocType - Enter 1 for sales invoices or 5 for return invoices
    • LineNo  - Enter the line number for each line on an invoice. Use the duplicate values you found in step 7 to see which invoices have more than one line.

      duplicate_values.png
  9. Change the format for the Order_Date column from yyyyy-mm-dd+00:00 to yyyy-mm-dd.
  10. Make sure the values in the Ship_From_State and Ship_To_State columns are formatted as two-character state abbreviations, for example, FL for Florida.
  11. Make sure the values in the Ship_From_Postal_Code and Ship_To_Postal_Code columns are either 5-digits (98032) or 9-digits (95304-9370). Include leading zeros, for example, 08691, not 8691.
  12. Save the Amazon Monthly Sales Tax Report file.
  13. In AvaTax Update, go to Transactions > Import Transactions and download the transaction import toolkit to get the AvaTax Update import transactions template.
  14. Use this column mapping to copy information from the Amazon Monthly Sales Tax Report into the AvaTax Update import transactions template:
    Amazon Sales Tax Report AvaTax Update Import Transactions Template Type (Size) Notes
    ProcessCode ProcessCode (Column A) Integer (1)

    You added this column to the Amazon Sales Tax Report in step 8. 

    Order_ID DocCode (Column B) String (50)  
    DocType DocType (Column C) Integer (1)

    You added this column to the Amazon Sales Tax Report in step 8. 

    Order_Date DocDate (Column D) Date (10)

    Dates must be in yyyy-mm-dd or mm/dd/yyyy format.

    Merchant_ID CustomerCode (Column F) Text (50)  
    LineNo LineNo (Column H) Text (10)

    The LineNo value you use for a transaction must uniquely identify each line on the document. The recommended pattern is a sequential numbering of the lines: 1, 2, 3, 4, etc.

    You added this column to the Amazon Sales Tax Report in step 8. 

    Quantity Qty (Column M) Number 

    Up to 4 decimal places

     

    TaxExclusive_Selling_Price Amount (Column N) Number 

    Up to 2 decimal places

    Enter the amount as a negative value for return invoices (DocType 5 in column C). Example: -100.00

    Ship_To_City DestCity (Column U) Text (35 if PostalCode isn't included)

     

    Ship_To_State DestRegion (Column V) Text (2)

    Two-character state abbreviation

    Ship_To_Postal_Code DestPostalCode (Column W) Text (10)

    Use the:

    • Five digit ZIP Code (12345)
    • Nine digit ZIP+4 Code (12345-6789)
    • Six character Canadian postal code (A1B 2C3)
    Ship_From_City OrigCity (Column Z) Text (35 if PostalCode isn't included)  
    Ship_From_State OrigRegion (Column AA) Text (2)

    Two-character state abbreviation

    Ship_From_Postal_Code OrigPostalCode (Column AB) Text (10)

    Use the:

    • Five digit ZIP Code (12345)
    • Nine digit ZIP+4 Code (12345-6789)
    • Six character Canadian postal code (A1B 2C3)
    Total_Tax TotalTax (Column AP) Number

    Up to 2 decimal places

    To distribute a lump sum tax amount across multiple lines on a transaction, specify TotalTax on the first line and leave TotalTax blank for the remaining lines. If specifying tax per line, use 0 to indicate no tax on a line rather than leaving TotalTax blank.

  15. Save the import transactions template.
  16. In AvaTax Update, go to Transactions > Import Transactions and import your transactions from the import transactions template. If something goes wrong with the import, troubleshoot and fix the import errors.
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