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Uploading and managing reference lists for advanced rules

This article applies to:AvaTax

To manage complicated tax scenarios, you may need your advanced rules to have more data than is available to them from the transactions submitted to Avalara. Upload reference lists and use them to supply your rules with more information.

Upload a reference list

  1. In Avalara, go to Settings > All AvaTax Settings, click Manage next to Custom Rules, and then click Reference Lists.
  2. Click Import A Reference List, and find the .csv file you want to upload.

Update a reference list

If you need to make changes to a reference list, edit the .csv file on your computer and then upload it again with the same name. The new file replaces the older one.

Delete a reference list

  1. In Avalara, go to Settings > All AvaTax Settings, click Manage next to Custom Rules, and then click Reference Lists.
  2. Click Import A Reference List, and find the .csv file you want to upload.
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