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Manage Transactions

This article applies to:Avalara AvaTax

Access the complete history of your transactionsHoverTT.png in AvaTax. View transactions and tax details, change the status of transactions, add new transactions, and edit existing transactions using the steps below.

  1. Add and import transactions

    To reconcile differences between the data in AvaTax and your business application, we recommend adding or importing transactions that are in your business application but missing in AvaTax. Transactions in AvaTax are modeled after documents (invoices, credit memos, and returns), and those documents can have one or multiple lines of data. Add transactions to AvaTax one at a time or import multiple transactions at once using an .xls, .xlsx, or .csv file.

  2. Adjust, commit, delete, and void transactions

    Adjust a transaction if the transaction in your accounting system doesn't match the transaction in AvaTax. You can make a change that affects the entire document or an individual line item.

    Committed transactions are automatically included in AvaTax reports. You commit a transaction to change it's status from void or uncommitted to committed. If you use Returns, only committed transactions are filed.

    It isn't possible to delete transactions from AvaTax. AvaTax maintains a history of each transactionHoverTT.png for audit purposes and deleting a transaction would invalidate this history. Void the transactions instead.

  3. Review transactional data

    Review transaction details if there are discrepancies between your accounting system and AvaTax. AvaTax determines tax jurisdiction sourcing for each line when processing a transactionHoverTT.png. See the document tax summary and line item details for your transactionsHoverTT.png in AvaTax.

  4. What's in a transaction?
    When AvaTax calculates tax and a transaction is sent from your business application to AvaTax, there is a specific order of operations. Learn the anatomy of a transaction.


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