Guidelines for importing tax data into AvaTax
This article applies to:AvaTax
You don't want to touch tax data more than you have to. By importing it, you minimize repetition and reduce the potential for error. Here are a few things to keep in mind:
- Use a new template each time you import data.
- Refresh the import screen and wait for a results file.
- Download the error file if there is one and scroll to the last column to see the errors.
- After you import transactions, look for the blue file name link to see what imported into AvaTax.
Here are some different types of data you can import into AvaTax:
| What | When | Where | How | Fix |
|---|---|---|---|---|
| Transactions | If transactions are in your business application, but missing in AvaTax. | Download the import template from AvaTax | Add or import transactions Import transactions from Fulfillment by Amazon |
|
| Items |
Add items to map them to tax codes. Mapping items to tax codes tells AvaTax which tax rules to use. Or, map items in your business application. |
Download the import template from AvaTax | Add or import items | |
| Exemptions | If you want AvaTax to automatically exempt transactions for your tax-exempt customers, add details about their exemption certificates. | Download the import template from AvaTax | Import exemptions into Exemptions |