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Create and update custom tax codes

This article applies to:Avalara AvaTax Update

AvaTax Update uses tax codes to know when, where, and how much to tax your products and services. When you can't find the right code for the items you sell, you can create a custom code.

Before you begin

Check to see if there's an existing Avalara tax code you can use. 

Steps

  1. In AvaTax Update, go to Settings > All AvaTax Settings. 
  2. Next to Custom Rules, select Manage.
  3. Select Custom Tax Codes and then select Add a Custom Tax Code.
  4. Enter the details for your custom tax code, including the type, the code, and a description.
  5. Select Save Custom Tax Code.
  6. Assign your new tax code to a tax rule to start using it.

Custom tax codes can't be deleted if they're assigned to a tax rule or if they've been used for a transaction.

Unlike Avalara tax codes, AvaTax Update doesn't keep custom tax codes up to date with rate changes. You'll need to keep them up to date on your own. If you want to make changes to your custom code, select Details next to its name.

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