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Create a custom tax rule

This article applies to:Avalara AvaTax Update

Create a custom tax rule to override the way AvaTax Update calculates tax on your business's transactions.

Steps

  1. In AvaTax Update, click Settings. 
  2. Next to Custom Rules, click Manage.
  3. Click Tax Rules and then click Add a Tax Rule.
  4. Enter the rule information.
    • Name
      A descriptive name that makes the rule easy to find.
    • Effective date
      When the rule should start applying to your transactions.
    • Rule type
      Whether the tax rule applies to rates, exemptions, or general taxability.
    • Applicability
      The information AvaTax Update should use to apply your tax rule including which product code the rule applies to. If your rule applies to a custom tax code, you need to create the code before creating a custom tax rule for it.
      Tip icon

      Custom tax rules can only be applied to one location at a time. Create a rule for each location where you want to apply the rule.

    • Tax treatment
      What AvaTax Update should do when applying your tax rule.
  5. Click Save Tax Rule.

Your new custom tax rule applies to your transactions going forward. You can apply your rule to past transactions by saving sale data again or recalculating tax.

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