Schedule Manual Entry
This article applies to:Avalara Excise
This document applies to all license types. Content last updated 06/09/2016.
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A transaction can be added to an existing tax session using manual entry. Multiple records can be added this way, but only one at a time.
Create a tax session
To create a tax session, the jurisdiction, taxpayer type, and beginning/ending period date must be specified. A tax session cannot be created that is a duplicate of the tax period and sequence.
If you are adding a record to an existing session, skip to the next section Add a record.
- Click Tax Filing > Tax Sessions.
- Click Add New Record.
- In the Avalara - Create Session window, complete the following fields:
- Jurisdiction
- Taxpayer Type
- Terminal Code (only required for taxpayer type TOR - Terminal Operator Report)
- Begin Period Date
- End Period Date will populate automatically to correspond to the Begin Period Date selected.
- Click Create Session. You will see the message "Record inserted".
- Insert another record or close the window by clicking X in the upper right corner.
- Your session now appears in the Tax Session grid.
Add a record
- Click the grid row of the tax session.
- The tax session selected must be open, not having a value in the Filed Date column.
- Click Schedule Transactions.
- From the Schedule Transactions tab, select the schedule code.
- The Schedule Transactions tab will show your records in the grid after you enter them.
- The Schedule Transactions tab will show your records in the grid after you enter them.
- Click Add New Record.
- If the session has been filed, this button will not show and you will see an error, so you can't add inadvertently add records to a completed session.
- If the session has been filed, this button will not show and you will see an error, so you can't add inadvertently add records to a completed session.
- Enter the required fields. They have an asterisk * next to the field name.
- There may also be optional fields on the schedule. Check with your tax jurisdiction if you aren't sure if you should populate them.
- Some fields will have a dropdown menu with the valid selections for the schedule.
- The Product Code and Mode Code dropdowns are system tables.
- Click the check box next to Show Only Products for this Schedule.
- Leaving this box unchecked will show you every product available, for all schedules in this jurisdiction.
- The business entity dropdown selections are populated from the Business Entity table. Required fields will vary between schedules. In the Step 5 example, only Carrier, Seller and Buyer entities are required.
- Buyer
- Carrier
- Consignor
- Position Holder
- Seller
- The Origin and Destination dropdown selections are populated from the Locations table.
- Click on the green plus sign (+) next to the location to add it to your table if you don't see it in the dropdown.
- Click here to learn how a business entity is added.
- Click here to learn how a location is added.
- Use the calendar grid to enter the BOL Date. The default month selection is for the current period.
- Document Number (BOL) and Gallons are free-form entry fields.
- Gallons only allows numeric characters to be entered.
- Click Insert.
- If the fields you have chosen are invalid for the tax period and schedule, you will receive critical errors.
- Correct the fields and click Insert again.
- In the example below, Schedule 3 requires the Origin to be other than TN, and the BOL Date is out-of -period, so the results are critical errors.
- When all fields are correct, you will see Record Inserted.
- After the record is inserted, the entry box will remain populated except for last 4 fields. At this point you can enter a record with the same information or edit any of the fields and click Submit, or click the X in the upper corner to close the window without saving.
- Click a row in the Schedule Transactions grid to view or edit a record.
