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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 > 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.
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