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Avalara Help Center

Schedule Query Wizard Delete Records

This article applies to:Excise


This document applies to all license types.  Content last updated 02/25/2016.
Help Center documentation is confidential and proprietary to Avalara clients.


You can delete schedule transactions records using the Schedule Query Wizard.  

Assumption: You are familiar with the basic query function to isolate the needed records.  Click here to review the steps.

Delete Records 

  1. Query the records you want to copy, and verify they are correct.
  2. Click Delete Records from the dropdown menu and click Execute Scheduled Task.
    • This step brings up the option to confirm the records deletion.
  3. Confirm the Tax Session, Sequence and record count in the Tax Session Summary section.
  4. Confirm that you want to delete records by clicking the NO button to toggle it to YES.
  5. Click the Delete button.
    • Clicking the Delete button will remove the records from your tax session.
    • When the Scheduled Task Status tab shows the Status change from Pending to Passed, the deletion is completed.
  6. Click the Results tab.
  7. Click the Refresh button on the far right to update the grid view.
  8. The grid will now be empty, since all the records in your filtered view have been deleted.  Remove or change the current filter to view the remaining records.

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