This article applies to:AvaTax
When you want to add a large number of consumer use transactions to AvaTax at the same time, import them just as you would other transactions.
- On the import transactions template, go to the DocType column.
- Indicate if each transaction is a purchase invoice or inventory transfer invoice.
Refer to the import transactions template guidelines for help filling out your transaction import template.
- In the ProcessCode column, use a process code that fits with one of these scenarios:
|Scenario||Add a new transaction||Adjust an existing transaction|
|You've already paid tax to the vendor and want to report underpayment to the state||ProcessCode 1||ProcessCode 2|
|You want AvaTax to calculate the amount of tax you need to pay on a purchase or inventory transfer||ProcessCode 3||ProcessCode 4|
|You've already calculated and accrued the tax outside of AvaTax, but want to include it on your returns and reports in AvaTax||ProcessCode 5||ProcessCode 6|