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Import Tax Data into AvaTax Update

This article applies to:Avalara AvaTax Update

When you import data you minimize repetition and potential errors. You don't want to touch tax data more than you have to. Here are a few things to keep in mind:

  • Use a new template each time you import data
  • Refresh the import screen and wait for a results file
  • Download the error file if there is one, and scroll to the last column to see the errors
  • If you import transactions, look for the blue file-name link afterwards to see what's imported into AvaTax Update

Here are some different types of data you can import into AvaTax Update:

What When Where How Fix
Import transactions If transactions are in your accounting software, but missing in AvaTax Update. Download the import template from AvaTax Update Add or import transactions
Import items

Add items to map them to tax codes. Mapping items to tax codesHoverTT.png tells AvaTax Update which tax rulesHoverTT.png to use. Or, map items in your accounting software.

Download the import template from AvaTax Update Add or import items
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