Guidelines for importing tax data into AvaTax Update
This article applies to:Avalara AvaTax Update
When you import data you minimize repetition and potential errors. You don't want to touch tax data more than you have to. 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
- If you import transactions, look for the blue file-name link afterwards to see what's imported into AvaTax Update
Here are some different types of data you can import into AvaTax Update:
| What | When | Where | How | Fix |
|---|---|---|---|---|
| Import transactions | If transactions are in your accounting software, but missing in AvaTax Update. | Download the import template from AvaTax Update | Add or import transactions Import transactions from Fulfillment by Amazon |
|
| Import items |
Add items to map them to tax codes. Mapping items to tax codes |
Download the import template from AvaTax Update | Add or import items |
