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Avalara Help Center

Product Codes

This article applies to:Avalara Excise

 

This document applies to all license types.  Content last updated 12/22/2015. 
Help Center documentation is confidential and proprietary to Avalara clients

Products table

Tax jurisdictions apply a unique code to each fuel product reported.  The products table in Avalara Returns Excise contains all the product codes that are valid for each jurisdiction.  Some jurisdictions follow the Fuel Tax Administrators (FTA) naming standards, and others assign their own codes.  For example, gasoline is FTA product code 065, however it is named 65 in several states.  

Check with your tax jurisdiction before making changes to the products if you are unsure whether they will be accepted in a filing.

Viewing the products table

  1. Click Maintenance > Products.
  2. Master Company 0 (zero) records are the default product codes are entered and updated in the software releases.
  3. The jurisdiction column contains the 2-digit abbreviation.
    • TD is the single jurisdiction code applied to all of Avatax Excise, with * in the country column.
  4. Set the country column filter equal to USA to see the codes for US states.
  5. Select filters for any of the other columns to further narrow down your search.
  6. The product code actively used by the tax return does not contain an obsolete date.
  7. If the obsolete date is populated, this is the last day on which you could have reported a product that was updated.
  8. In the example below, Alabama made a change to product Transmix-100 on 7/31/2013.  Records reporting product 100 on or after 8/1/2013 will use the product that has been updated in a software release.
  9. Obsolete products are never deleted from Company 0 in the event they are needed for recreating or amending returns before the obsolete date.
  10. Product category, sometimes called product type, can include more than one product code.  Assigning the product category allows more than one product code to report on the same line on a tax return.
  11. In the example below, we see that in Tennessee there are 12 different product codes that share the product category of 1-Gasoline/Gasohol.  In schedule transactions, the individual codes are used to report exact gallons, but they can be grouped as one category on the tax return.

Alternate product codes

An alternate product code allows you to import your company's internal code from your source file or table, changing it to its valid jurisdiction code.

 

  1. Click Maintenance > Products.
  2. Filter on the record and click on the row of the product you want to change your alternate to.
  3. Click the Alternate Product Codes tab and then on Add New Record.
  4. The alternate code is the one on your import file.  In the example below, we are changing code D2 to valid code 160 on import.
    • Additionally, we can enter a Terminal Code.  If no terminal is entered, it applies to all your terminals.
  5. Click the check mark to save your changes.  
    SnagIt0036.png
  6.  The alternate code is added to the Company 0 record, but it does create a new record for your master company which you can edit or delete at any time.

Edit an existing product

There may be an instance where need to edit the details of a product in the table.  

  1. Click Maintenance > Products.
  2. To change an existing record, click on the row.
  3. Click the Copy tab.
  4. Make your changes and click Insert.
  5. Your table will now contain the record for your own Master Company.  As long as this record is active, it will override the Company 0 record.

Add a new product

If the product you need is not in the table you can add it yourself.

  1. Click Maintenance > Products.
  2. Click Add New Record.
  3. Fill out or select the required fields, indicated by an *.
    • Remember that he Product Category determines where the transaction populates the return.  Choose a category based on the existing products to ensure it gets reported correctly.
  4. Click Insert.
  5. Your table will now contain the record for your own Master Company.  As long as this record is active, it will override the Company 0 record.

Products Express View

A quick way to view product detail is to use the Express View reporting menu.

  1. Click Reporting > Express View.  
  2. There are 4 selections for product table view.
  3. Select a product reporting view from the dropdown and click Execute.  In this example, we are choosing Product Codes with Alternate Product Code.
    SnagIt0038.png
  4. The grid will show only products to which an alternate code has been added.  Use the filters to narrow down your selections.
  5. To see the record detail from this screen, hover over the row to Click on Product Detail.  
    • You can edit the Alternate Product Codes tab from here, or copy the existing record.
      SnagIt0039.png
  6. Note that on Product Codes and Categories for a Schedule there is a warning regarding its content.  If you are not finding your product, check Maintenance > Schedule Validation Rules for additional information.

excisehelpcenter@avalara.com

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