Skip to main content
Avalara Help Center

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.



  1. In Avalara Consumer Use, go to Transactions > Assess and edit.
  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 search. 
  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.
    • Cost Center, Purpose: These correspond to the company fields in your settings.
    • Accrual method: Distributed or Excluded by state.
    • Allocation: Percentages must add up to 100%.
    • Total: The total sale amount
    • Taxable: The total taxable amount
    • Charged TaxCalculated Tax: The amount of tax charged on your original transaction and the tax calculated by Avalara's tax engine.
    • Variance: The difference between the calculated consumer use tax and the amount of vendor paid tax reported for the transaction. 
    • Accrual: The amount of overpaid or underpaid tax.
  5. Select Save
  6. Refresh the page to view an updated tax and accrual summary.
  • Was this article helpful?