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Import consumer use tax transactions from your business application

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.

Steps

  1. On the import transactions template, go to the DocType column.
  2. 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.
  3. 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

 

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