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.
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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.
- 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.
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View the taxability information on items for each jurisdiction
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- 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.
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| 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.
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| 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.
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| Review and fix transaction calculations |
- Review how a transaction was calculated and learn how to make adjustments.
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| Access historical transaction data |
- Learn how to access the historical transaction data.
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| 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.
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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 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.
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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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