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Delete a Bundle Group

This article applies to:AvaTax for Communications

If you use customization profiles in AvaTax for Communications to calculate tax for multiple companies or business units that require separate tax calculation settings, it's important to keep your settings up-to-date to match your business requirements. Learn how to delete Bundle Groups that you no longer need.

If you've already included a bundle group in transactions, you should keep it on file so that you have a record of the transaction/service type pairs used to calculate tax. Consider removing the bundle group from all profiles instead of deleting the bundle.

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Avalara recommends testing all customizations in your sandbox account before applying the customizations to your production account.

Steps

  1. In the Communications Customer Portal, select Settings.
    The Settings page opens.
  2. Next to Customizations, select Manage.
    The Customizations page opens.
  3. On the Profiles tab, select the Bundles tab.
  4. On the Bundles tab, find the bundle group you want to delete and then select more ( ... ).
  5. Select Delete.
    A confirmation message opens.
  6. Select the check box to confirm that you want to delete the bundle, then select Yes, Delete Bundle Group.
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