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Reconcile Sales Tax

ReconcileHoverTT.png discrepancies between QuickBooks Desktop and what's recorded in AvaTax Update.  For help troubleshooting reconciliation issues, see Troubleshoot Reconciliation Discrepancies.

View and reconcile transaction data

  1. Go to File > AvaTax > Utilities and click Reconcile Tax .

    QuickBooks_TaxReconciliationDateRange1.png
  2. In the Tax Reconciliation Range window, do one of the following:
    • Enter the date range for the period that you want to look up.
    • Click Today to see today's transactions.
  3. Click Reconcile Tax to list transactions in the range whose records in QuickBooks Desktop and AvaTax Update don't match.

    QuickBooks_TaxReconciliation1.png
  4. Click any of the following:
    • Show in QB to view the transaction in QuickBooks Desktop so you can change it there.
    • Show in AvaTax to view the transaction in AvaTax Update so you can change it there.
    • Reports to display, print, or download details about the transaction.
    • Push to Pending Transaction List to put the transaction in the error list so you can recalculate it.

 

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