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Manage Advanced Company Settings

 
This article applies to:Avalara AvaTax Update

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

Go to Settings > Manage advanced company settings to view and edit these settings.

Edit advanced company 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 the rounding level set to the default (line-level rounding is on).

  • Turn On to use line-level rounding, which
    • 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 calculates the sum of each line as a penny less or more than with document rounding
  • Turn 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 the freight and handling tax dependency level set to the default (line-level freight/handling dependency is off).

  • Turn Off to make the taxability of freight and handling dependent on all line items in the document.
  • Turn 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.

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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