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How can I create bundle files, exclusion files, or override files and apply them to my account?

Overview

You want to create a bundle, exclusion, or override file and apply it to your account in AvaTax for Communications.

Environment

Avalara AvaTax for Communications SaaS Pro (REST)

Resolution

  1. In the Communications Customer Portal, select Apps > My Account to access the Downloads page for the account. Find a download called EZtax Manager Update. This is a desktop tool that supports creating bundle files, exclusion files, and both Rate and Logic overrides.  If EZtax Manager Update is not available, submit a support case to get your account licensed for AFC Manager and the required components.

    DownloadEZTaxManager.png

  2. Use AFC Manager to create the customization file.

  3. After you create the files, submit a support case with a request to apply the files to your account.

    • Attach the files you created to the request email.

    • Include instructions as to whether the files should be applied to the Sandbox, PROD, or both environments.

    • Allow up to 24 hours for the changes to be applied to your account.