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Keep AvaTax up to date

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.

Common tasks

What you might want to do

Related topics

Map items to tax codes

  • 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.
Add transactions
  • Add transactions in AvaTax to make sure your transactions match what’s in your business application. 
Import transactions
  • Import transactions using the transaction import toolkit.
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.
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. 
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.
Access historical transaction data
  • Submit a transaction request to retrieve archived transactions.
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. 
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 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.

View the taxability information on items for each jurisdiction

  • 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.
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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