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Manage Advanced Company Settings

 
This article applies to:Avalara AvaTax Update

Advanced company settings determine how AvaTax Update handles the company's transactions, including rounding and freight/handling. 

Edit advanced company settings

Go to Settings > Manage Advanced Company Settings to view and edit these settings.

  • Line-level Rounding - The rounding levelHoverTT.png controls how AvaTax Update rounds the tax amount for a transactionHoverTT.png. AvaTax Update can round tax amounts at the line-level or document-level. If you're not sure, leave line-level on.
    • Turn line-level rounding on to:
      • Round the tax amount to two decimal places for each tax line
      • Discard the rounding difference
      • Add the tax amounts of each line together to get the total tax amount
      • Occasionally calculate the sum of each line as a penny less or more than with document rounding
    • Turn line-level rounding off to use document-level rounding, which:
      • 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
  • Line-level Freight/Handling Dependency - 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 line-level freight and handling tax dependency off.
    • Turn line-level freight/handling dependency off to make the taxability of freight and handling dependent on all line items in the document.
    • Turn line-level freight/handling dependency on to select how close a match the destination address needs to be to the dependent line to be considered related.
      • Choose Line Matches Freight Line 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 Line Matches Freight Line 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 Line Matches Freight Line 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.
  • Default Currency - AvaTax Update uses this currency for all of this company's transactions, unless the transaction specifies a different currency.
  • Custom Tax Rules - Add custom tax rules to determine how items with custom tax codes are taxed or to override tax rules for Avalara tax codes. 

 

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