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Avalara Help Center

Rates

This article applies to:Avalara Excise

 

This document applies to all license types.  Content last updated 05/17/2016.
Help Center documentation is confidential and proprietary to Avalara clients.
 

Rates are stored in a table and used in Returns Excise and AvaTax Excise calculations.   A rate is applied according to its effective date, which is the start date as mandated by the jurisdiction.  

All rates are retained in the software for audit and amending.  No rates added in a release are deleted.  They are marked with an obsolete date, after which time they are not active.

View current rates

  1. Click Maintenance > Rates.
  2. Filter by jurisdiction, etc. to find the rate record.
    • Master Company ID 0 (zero) records are maintained by Avalara in releases.
    • Records with your Master Company ID (other than zero) are ones added by you or Professional Services at your request. These always override the Master Company ID 0 (zero) records.
  3. Click the grid row to view the details of the rate.

Manually change rates

Avalara's team of professionals track rate changes for monthly release.  Occasionally a rate change notice from the jurisdiction does not allow time for inclusion in a release.  The rates table allows user changes in this case.

  1. Click Maintenance > Rates.
  2. Filter by jurisdiction, etc. to find the correct rate record for Company 0.
  3. Click the grid row to view the details of the rate.
  4. Click the Copy tab.
  5. Edit the rate detail as necessary and click Insert to add it to the table. 
    • Remember to change the Effective Date to the first day of the filing period to avoid issues with generating past returns.
  6. The newly copied rate will show as your own Master Company Id.
  7. Rates with your Master Company ID (one other than zero) always override the Master Company ID 0 (zero) records, even if we release a new one.  Follow the next steps below to resolve this..

Rate release after manual changes

When the correct rate is released in the software, your own company record must be deleted or obsoleted.

  1. Delete or obsolete your own company record after you have confirmed the new rate is added in a software release.
    • Your own company record takes precedence over the Company 0 record.
  2. At the time you change a rate, you have the option of adding an Obsolete Date so that it does not extend to the next filing period.
    • The Obsolete Date takes effect at 11:59:59 pm on the date entered.
    • In the example below, I want the changed rate to work only for the April 2016 return, and then revert back to the rate in Company 0 for the May 2016 return.
    • You still need to confirm that the Company 0 record has been corrected in a release before the May filing period.

Add a new rate

While not encouraged, you can add a brand-new rate record to the table for your own company.  In adding a rate, you must enter the required details of your jurisdiction for that rate.  It is recommended that you copy the existing rate and edit it when applicable, since the details will automatically copy over to your added record.

Rate changes and late loads

When we calculate taxes, we use the rates that are effective for the tax session period, not on an individual transaction's date.  In jurisdictions where late loads are allowed, for example:

  • South Carolina allows late load reporting for the previous month.
  • SC raise their rates, effective July 1. 
  • Loads for June are accepted in the July filing, but the new rate is applied to them.
  • The solution is to amend June's return, adding the late loads to calculate the correct rate for the filing period.

 

excisehelpcenter@avalara.com

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