Skip to main content
Avalara Help Center

Add a transaction

This article applies to:AvaTax for Beverage Alcohol

If there are missing transactions in AvaTax for Beverage Alcohol, add them to make sure your transactions match what's in your business application. 

Steps

If you don't want the transaction to be included on tax returns or automatically included in all AvaTax for Beverage Alcohol reports, save the transaction as uncommitted. You can commit it later.

  1. In AvaTax for Beverage Alcohol, go to Transactions > Transactions and click Add Transaction
  2. Add and save your document details. The following fields are required at the document level:
    • Document Code: A unique ID for the invoice, credit memo, or return.
    • Document Type: (required) The kind of invoice the transaction is modeled after. 
    • Document Date: The transaction document's date.
    • Customer/Vendor Code: The ID associated with a customer in your business application.
    • Ship from Country and Ship to Country: The state or province of the transaction's origin and destination.
    • Ship from Address and Ship to Address: An address, ZIP code, or Canadian postal code for the transaction's origin and destination.

      When you're finished, click Save and add line detail.
  3. Add line items, including the following information:
    • Item Code (optional): If you've mapped your items to tax codes, enter the item code here. The tax code and any attributes mapped to the item code are automatically applied.
    • Item Description (optional): A description of the item being sold.
    • Quantity (optional): The quantity of the item being sold. Tax is sometimes calculated based on the number of items being sold, so it's best practice to include a quantity if the line item includes more than one item.
    • Total Amount (required): The total dollar amount of the line item.
    • Avalara Tax Code (required): The tax code of the item being sold. The below image displays all the valid tax codes for Alcohol.

      tax codes.png
      You don't need to enter anything here if you've entered an Item Code that's mapped to a tax code.
      If you enter a tax code here, click Add additional information and tax overrides and click Document line attributes for entering more details.
      • Click + Attribute to add the mandatory (*) attributes to complete the transaction. The below table refers to all the attributes you can add to a transaction. For more information, refer to this guide.
        Attribute Name Data type What it means Attribute type Possible values
        Alcohol Content* Numeric Ratio Alcohol percentage by volume Product This parameter specifies the total percentage of alcohol by volume included in this line item. If this parameter is not provided, then the line will max alcohol rules.
        Alcohol Route Type* Enumeration Used to indicate the sales channel for a beverage alcohol transaction. Transaction

        This parameter is used to indicate the sales channel for a beverage alcohol transaction. Available options include:

        • DTC (for direct to consumer)
        • Retailer DTC
        Bill To DOB String This parameter is relevant to businesses conducting direct shipments of alcohol to consumers and is used to capture the date of birth (DOB) associated with the "Bill To" recipient. Date of birth (DOB) must be formatted as YYYY-MM-DD.  Transaction This parameter is used to evaluate age restrictions for the purchaser. The purchaser must be of legal age to request the shipment. This parameter is optional, but if it is provided, then AvaTax will perform a check on this value for compliance.
        Brand String Brand name associated with the product being sold.  Product A text string
        Container Size* Numeric Measured Intended for use where the tax rate is dependent on the size of the container. Product

        Many jurisdictions have limits on the volume of alcohol that can be purchased in a transaction. This parameter is used to describe the volume of a single container. When specifying the container size, you must also include aunit with one of the following options:

        • Litre

        • Millilitre

        • gallon (US fluid)

        • quart (US fluid)

        • ounce (fluid US customary)

        Fulfillment Location String Address from which the alcohol is being shipped (fulfilled). Transaction A text string
        Is Alcohol Sample Boolean Used when a beverage alcohol product is a sample product.  Product

        Select one of the following:

        • True
        • False
        Is Direct Alcohol Import Boolean Used when a beverage alcohol product is a direct import product. Transaction

        Select one of the following:

        • True
        • False
        Is Foreign Alcohol Boolean Used when a beverage alcohol product is a foreign beverage alcohol product. Product

        Select one of the following:

        • True
        • False
        Net Volume* Numeric Measured The volume of only the item, substance, or product in question, exclusive of packaging, container, or other ancillary materials. Product This parameter specifies the volume of the item in a transaction, exclusive of the packaging, pack size, container, or other ancillary materials. When specifying the net volume, you must also include aunit with one of the following options:
        • Litre
        • Millilitre
        • gallon (US fluid)
        • quart (US fluid)
        • ounce (fluid US customary)
        Pack Size* Numeric Measured Allows customer to specify, where relevant, the number of taxable items in a package, such as cigarettes in a pack or bottles in a case. Product This parameter is used to specify the number of taxable items in a container, such as the number of bottles in a case. SpecifyCount in theunit field to configure this parameter.
        Purchaser Name String Used to capture the full name (first & last) associated with the "Bill To" recipient. Transaction Use this parameter to specify the first and last name of the purchaser associated with the transaction. The first and last names should be separated by a space.
        Recipient Name* String Used to capture the full name (first & last) associated with the "Ship To" recipient. Transaction Use this parameter to specify the first and last name of the recipient associated with the transaction. The first and last names should be separated by a space. This value is required because volume checks are performed on recipients.
        Sales Location Enumeration Denotes where the sale occurred Transaction

        This parameter can be used to describe whether the sale was madeonsite oroffsite (default).

        Seller Classification Enumeration A classification (using NAICS) of the seller involved in the item transaction. Product

        Select one of the following:

        • InStateDirectShipper
        • OutOfStateDirectShipper
        Ship Date String The date on which the alcohol is shipped. Transaction This parameter can be used if the date of the shipment is different than the date of the transaction. This value defaults to the transaction date. In addition, AvaTax DOES NOT verify shipments older than the 1st day of the previous month. These older transactions will still be registered but not verified.
        Ship To DOB String This parameter is relevant to businesses conducting direct shipments of alcohol to consumers and used to capture the date of birth (DOB) associated with the "Ship To" recipient. Date of birth (DOB) must be formatted as YYYY-MM-DD.  Transaction This parameter is used to evaluate age restrictions for the recipient. The recipient must be of legal age to receive the shipment. This parameter is optional, but if it is provided, then AvaTax will perform a check on this value for compliance.
        Tracking Number String Tracking number associated with a direct alcohol shipment. When multiple tracking numbers apply to a shipment, they must be separated by a semicolon (;).  Transaction A text string
  4. Click Calculate Tax to preview the tax before you save the transaction.
    If you make any changes, click Calculate Tax to recalculate the tax after each change. The tax amounts are shown for each line item. To see additional information, including tax types, tax rates, and jurisdictions, expand the tax detail for a line item. If you enter a tax override, AvaTax for Beverage Alcohol ignores the tax calculation and displays the tax override amount. 

    Tip icon

    Tax overrides are allocated proportionally across all tax types. If 75% of the total tax is alcohol tax and 25% is sales tax, 75% of the tax override amount is allocated to alcohol tax and 25% is allocated to sales tax.

  5. Click Save.
    Committed transactions are automatically included in AvaTax for Beverage Alcohol reports. If you use Managed Returns to file your sales tax returns, only committed transactions are filed. If you want to save the transaction for later reference but don't want it appearing in reports or returns, from Document Status select Uncommitted and Save.
  • Was this article helpful?