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Keep AvaTax up to date

This article applies to:AvaTax

  

As your business changes, you might need to make some adjustments to your initial setup to ensure tax is calculated correctly. 

Common tasks

What you might want to do

Related topics

Map items to tax codes

  • Decide when and where to map your items.
  • Upload a list of your products, get tax code recommendations, and select the tax code that's the best match for each product or service.
  • Find the most accurate Avalara tax code for your item, and then map that item to a tax code in AvaTax.
  • Import items using the Avalara template, and then map them to tax codes in AvaTax.

View the taxability information on items for each jurisdiction

  • Build a taxability matrix by adding your AvaTax tax codes and selecting specific jurisdictions to see whether they are taxable or exempt.
  • Download the taxability matrix to review product taxability information for AvaTax tax codes in all jurisdictions.
Add or import transactions
  • Add a missing transaction to AvaTax so the transactions match what’s in your business application. 
  • Import transactions using the Avalara template.
Edit or void transactions 
  • Edit a transaction in AvaTax so that it matches the corresponding invoice in your business application. Editing a transaction in AvaTax doesn't change the information in your business application.
  • Edit multiple transactions at one time using the Avalara template.
  • Void a transaction to exclude it from AvaTax reports and tax returns. You can’t delete a transaction.
  • Change the status of a transaction.
Review and fix transaction calculations
  • Review how a transaction was calculated and learn how to make adjustments.  
Access historical transaction data
  • Learn how to access the historical transaction data.
Manage transaction reports
  • Run transaction reports to reconcile the transactions in AvaTax with the transactions in your business application.
  • Review information about transactions you’ve either sent from your business application or uploaded into AvaTax. 
  • Generate a custom sales tax report and download the data into a spreadsheet to help reconcile transactions and prepare returns.
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.
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.

Manage custom tax rules

  • Override the way AvaTax calculates tax by creating a custom tax rule.
  • Import tax rules from your business application into AvaTax using the Avalara template.
  • Edit or delete an existing custom tax rule in AvaTax.
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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