Excise username menu

Profile tab

First Name, Last Name, Title and  Telephone

Optional

Email Address

Used to sent notices, such has upcoming password expiration. Be sure to update this if your email address changes.

Time Zone

Controls the time shown in the software, emails and messages.

WalkMe

Guides you through specific tasks in Avalara Excise production. Advanced users may want to disable the WalkMe tutorial widget by checking this box.

Schedule Query Wizard Drop Down Filter

Choose the default filter type in the Schedule Query Wizard.

Schedules Filter On

The Schedule Transactions page will not have the Filter on by default. Checking this option enables the filter when the page is first selected.

• From the main menu, click Tax Filing > Transactions or
• From Tax Filing > Tax Sessions grid, click a session and then Schedule Transactions from the popup menu

The Schedule Transactions filters will still be cleared when changing between schedules and when changing tax sessions.

Security Questions tab

Add or delete a Question and Answer to reset your password. Make sure the answer is memorable, but not too easy.

Support Case Options tab

If your organization chose you as a Support Contact, see Support Cases Setup in Avalara Excise.

Change Password

Enter your current password, new password, and confirm new password. Requirements are shown on the page. This is the same as Admin > Change Password from the main menu.

Messages

Shows your most recent messages, which can also be seen on the Home page and when you click the messages icon or unread messages number to the right of your username. From here you can click on one of the messages or click on the Message Center button to read all your messages. You can use all the normal grid controls like Columns and Filter. At the bottom of the grid, you can also Export and Mark All Read.

Help