Guidelines for the tax rule import template

Last updated
Save as PDF

This article applies to:AvaTax

Use this information when filling out the tax rule import template.

Column	Column heading	Type (size)	Requirement	Description
A	TaxRuleId	Integer	Required	Tax rule record number. This is used to identify errors and isn't imported.
B	ProcessCode	Integer	Required	What you want done with this rule. 0 = Delete rule 1 = Insert/update rule If you're deleting a rule, values in TaxRuleTypeId, Country, State, JurisTypeId, JurisCode, EntityUseCode, TaxCode, TaxTypeId, EffDate, and Threshold must match the current settings of the rule.
C	TaxRuleTypeId	Integer	Required	Type of tax rule. 0 = Excise tax 1 = Rate override rule 2 = Base override rule 3 = Entity use rule 4 = Product taxability rule
D	TaxRuleSubtypeId	Text (1)	Optional	Leave this column blank.
E	Country	Text (2)	Required	Two-character country code. US = United States CA = Canada AU = Australia NZ = New Zealand TW = Taiwan
F	Region	Text (3)	Required	Two- or three-character state or province code (e.g. AL, AK, AZ, etc.) If you're creating a tax rule for a country-level rate, enter the two-character country code in this column.
G	JurisTypeId	Text (3)	Required	Jurisdiction type. CNT = Country STA = State/Province (Region) CTY = County CIT = City STJ = Special Tax Jurisdiction
H	JurisCode	Text (10)	Required	The jurisdiction code for the rule. Use our codes for this section. Exceptions: An asterisk (*) indicates that it applies to all the jurisdictions of the type specified by JurisTypeId. This asterisk is only applicable for county, city, and special tax jurisdictions. See this guide for additional details. For a state-level rule, the state JurisCode is required and applies to all instances of that level in the state. For a county-level rule, the county JurisCode is required.
I	JurisName	Text (200)	Optional	The jurisdiction's name. This is only informational and won't appear in the tax rule once imported to AvaTax.
J	IsAllJuris	Boolean	Optional	Whether the tax rule applies to one or all jurisdictions in a tax region. 0 = The tax rule only applies to the identified jurisdiction (column G). This is the default. 1 = The tax rule extends to all jurisdictions in the tax region. This is generally not recommended for tax rules in countries outside of the US, or for CTY, CIT, or STJ rules in the US.
K	TaxCode	Text (25)	Required for product taxability rules Optional for other rule types	An Avalara tax code or custom tax code indicating the category of product, service, or charge. If a tax rule applies to a custom tax code, make sure to create your code first.
L	EntityUseCode	Text (25)	Required for entity use rules Optional for other rule types	System or custom entity use code. Some use codes for the United States and Canada are different, so the applicable country is shown beside the code. A = Federal government (United States) B = State government (United States) C = Tribe / Status Indian / Indian band (both) D = Foreign diplomat (both) E = Charitable or benevolent org (both) F = Religious or educational org (both) G = Resale (both) H = Commercial agricultural production (both) I = Industrial production / manufacturer (both) J = Direct pay permit (United States) K = Direct mail (United States) L = Other (requires Exempt Reason Desc) (both) N = Local government (United States) P = Commercial aquaculture (Canada) Q = Commercial fishery (Canada) R = Non-resident (Canada) MED1 = US MDET with exempt Sales Tax MED2 = US MDET with taxable Sales Tax
M	TaxTypeId	Text (1)	Required	The type of tax this rule applies to. Domestic (US) B = Both sales and use (default) E = Excise S = Sales U = Use International (VAT) B = Both input and output (default) O = Output I = Input
N	RateTypeId	Text	Optional	For a rate override rule (TaxRuleTypeId 1), this determines what rate type is overridden. For a product taxability rule (TaxRuleTypeId 4), this determines what rate type is applied to a product. Rate type availability varies by jurisdiction. To check which rate types are available for a specific jurisdiction, create a tax rule directly in AvaTax. Domestic (US) F = Food G = General (default) L = Linen rental M = Medical devices R = Rental International (VAT) A = Reduced Rate A VAT B = Reduced Rate B VAT I = Increased Standard VAT P = Parking VAT Q = Super Reduced VAT R = Reduced VAT S = Standard VAT (default) Z = Zero Rate VAT
O	Value	Decimal	Required	Varies by rule type. Rate override rule = Override rate. Format as a decimal (i.e., .05 to indicate 5%). 1 indicates inherit standard rate Base override rule = Base rate. Format as a decimal (i.e., .05 to indicate 5%). Entity use rule = 0 is exempt. 1 is taxable. Product taxability rule = 0 is non-taxable. 1 is taxable. For international product taxability rules, use 1 for zero-rate products to indicate the product is taxable at the zero rate.
P	Threshold	Decimal	Optional	Minimum amount at which a rate override or product taxability rule applies. Blank or 0 indicates no threshold.
Q	Cap	Decimal	Optional	Maximum amount to which a rate override or product taxability rule applies. Blank or 0 indicates no cap.
R	Options	Text (100)	Optional	Document = The cap applies to the entire invoice. Applies to rule types 1 or 4. TaxAll = Entire amount should be taxed if the taxable amount exceeds the threshold. Applies to rule types 1 or 4. TaxCap = The cap is on the maximum tax rather than the maximum amount. Applies to rule type 1. TaxDepends = The taxability of this item depends on the taxability of other physical items. This only applies to product taxability rules (type 4). RateDepends = The rate of this item is determined as the highest rate from all qualified items, where qualified items are physical items originating in an EU country.
S	IsPro	Number	Optional	Indicates whether this rule applies to only AvaTax Update Pro and SST accounts. 0 = Non-AvaTax Update Pro (default) 1 = AvaTax Update Pro and SST accounts only
T	EffDate	Date (10)	Optional	Initial effective date for this rule in yyyy-mm-dd or mm/dd/yyyy format.
U	EndDate	Date (10)	Optional	Expiration date for this rule in yyyy-mm-dd or mm/dd/yyyy format.
V	Description	Text (255)	Optional	Description of the tax rule.

See also