Set the importer of record on a transaction if you had Avalara Support change AvaTax to use the importer of record set at the transaction level. Otherwise, the setting from Where You Collect Tax is used and what you enter on the transaction is ignored.
To specify that you're the importer of record on a transaction:
- When you add or edit a transaction, in the Document Details section, click Additional Information.
- Set Seller Importer of Record to Yes.
Include importer of record information in your bulk upload template
Include importer of record information when you import your transactions, if you had Avalara Support change AvaTax to use the importer of record set at the transaction level and not in AvaTax settings.
When you fill out your import template, use the IsSellerImporterofRecord column to specify this value for each of your transactions. Enter TRUE if you're the importer of record or FALSE if you're not.