Allocate consumer use transactions
Determine consumer use liability, mark transactions for review or allocation, and confirm final transactions to AvaTax.
Transactions are organized by status and category. Click a category tab to narrow your results.
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Avalara Consumer Use is an add-on for AvaTax. Adjust transactions in Avalara Consumer Use and then forward them to your AvaTax company to manage reports and returns. |
Steps
- In Avalara Consumer Use, go to Transactions > Process transactions.
- Filter your transactions to limit the transactions as needed.
- Filtered transactions are organized by status and category. Select a category tab to narrow your view further.
- Select the Allocate icon to view and edit allocations.
- Distribute taxable amounts or split a single line across multiple allocations. Select Add Another to add more allocation lines.
Company, Cost Center, Purpose: These correspond to the company fields in your settings.
Allocation: Percentages must add up to 100%.
Accrual method: Distributed or Excluded by state. - Select Save.
- Refresh the page to view an updated tax and accrual summary.
