Skip to main content
Avalara Help Center

Use Profiles to customize your tax calculation settings

This article applies to:AvaTax for Communications

If you use AvaTax for Communications to calculate tax for multiple companies or business units that require separate tax calculation settings, consider creating a separate profile for each business unit.  A profile is a collection of settings you can use to customize tax calculation for your business.

clipboard_e2eae8147c091ea2dd4ed0b1209198ae3.png  

Important

This is currently a beta feature available only to some customers using the REST API. See this guide for more information.

Before you begin

Each profile is assigned a unique Profile Number that you'll use to apply the settings to a transaction. Review the AvaTax for Communications REST API developer documentation to learn how to use the unique Profile Number.

In a simple configuration, you might have just two Profile Numbers:

  • 0 - No customizations. Use this profile number to calculate tax with no customizations.
  • 1 - The first profile you create. Use this profile number to apply your customizations to tax calculation.

Steps

A warning icon

Avalara recommends testing all customizations in your sandbox account before you add them to your production account. After you add customizations to your production account, run test transactions or use the tax determination calculator to make sure you receive the expected results before you complete any bill runs.
  1. Create a Profile.
    You can create a separate profile for each business unit that requires different tax calculation settings.
  2. Add your customization settings.
    You can add any of the following customizations:
    • Exclusions: These are regions where you're not responsible for collecting or remitting tax. Transactions in these regions are excluded from tax calculation. Learn how to add, edit, or delete an exclusion list.
    • Bundles: These are separate products or services that you sell together as a bundle, in a single line item. Add a bundle to calculate tax separately for each product or service included in the bundle. Learn how to add, edit, or delete bundles.
    • Custom Tax Settings:  These allow you to adjust tax settings to customize how tax is calculated in some situations, and to select how you want to handle non-billable taxes and fees.
    • Safe Harbor Overrides: These allow you to override the safe harbor interstate traffic percentage provided by the FCC for calculation of the Federal Universal Service Fund. This is generally recommended only if you have done a traffic study to determine a more accurate percentage of interstate traffic for your business. Learn how to add, edit, or delete safe harbor overrides.
  3. Assign your customization settings to a profile.
    Learn how to assign your customizations to a profile, so you can use the profile ID to adjust your tax calculation settings.

Profiles can also be edited or deleted, but if a profile has been applied to transactions you should keep it on file so that you have a record of the settings used to calculate tax. 

  • Was this article helpful?