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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. 

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

  1. In Avalara Consumer Use, go to Transactions > Process transactions.
  2. 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. 
  3. Select the Allocate icon to view and edit allocations.
  4. 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.
  5. Select Save. 
  6. Refresh the page to view an updated tax and accrual summary.

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