This article applies to:AvaTax
Here’s a list of topics that provides an overview of common tasks you can perform to manage your tax rules and transactions data for automating tax calculations.
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Common tasks
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What you might want to do
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Related topics
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Map items to tax codes
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- Decide when and where to map your items.
- Find the most accurate Avalara tax code for your item and map that item to a tax code in AvaTax.
- Import items using the item import toolkit and map them to tax codes in AvaTax.
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| Add transactions |
- Add transactions in AvaTax to make sure your transactions match what’s in your business application.
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| Import transactions |
- Import transactions using the transaction import toolkit.
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| Edit or void transactions |
- Edit a transaction in AvaTax to make it match its corresponding record in your business application.
- Edit multiple transactions at one time using the transaction import toolkit.
- Void a transaction to exclude it from AvaTax reports and tax returns. You can’t delete a transaction.
- Change a transaction’s status.
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| Review and fix transaction calculations |
- Review a transaction that you think was calculated at an incorrect tax amount and fix it if it is incorrect.
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| Export transactions |
- Export processed transaction data.
- Generate a custom sales tax report and download the data in a spreadsheet to help reconcile transactions and prepare returns.
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| Access historical transaction data |
- Submit a transaction request to retrieve archived transactions.
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| Manage transaction reports |
- Run transaction reports to reconcile transactions in AvaTax with transactions in your business application.
- Review information about transactions you’ve either sent from your business application or uploaded into AvaTax.
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| Manage and validate an address |
- Fix an address validation error and learn when and how to use General Delivery for an address that can’t be validated.
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| Set up new locations in your company profile |
- Add an address to your company profile to track transactions in places that require location-based filing.
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Manage custom tax rules
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- Override the way AvaTax calculates tax on your transactions by creating a custom tax rule.
- Import the tax rules set up in your business application in AvaTax using the tax rule import toolkit.
- Edit or delete an existing custom tax rule in AvaTax.
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View the taxability information on items for each jurisdiction
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- Download the full taxability matrix to review all taxability information for all AvaTax tax codes in all jurisdictions.
- Build a taxability matrix by adding your AvaTax tax codes and selecting specific jurisdictions to see whether they are taxable or exempt.
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| Create a jurisdiction override |
- Create a jurisdiction override when you need a U.S. location to fall within a different jurisdiction.
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