Avalara Consumer Use transaction import template guidelines

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Importing transactions to Avalara Consumer Use involves filling out a template to create the import file. Keep these guidelines in ind when filling out the template:

Import files will fail if your template has:

Duplicate columns
Missing required columns
Blank rows
< > \ or ; in a data cell

Individual invoice or item lines will fail (the rest of the import will continue) if your template has:

Multiple rows with the same DocCode and LineNumber
Required info missing from a row or column
Too many characters in a cell
Alphanumeric or numeric values in a row where they aren't supported
Incorrect date formats

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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.

Guidelines for the "Avalara Consumer Use - Default" template

Column heading	Use	Description
DocCode	Required	Unique identifier for the transaction. This typically matches the Invoice number from your business application.
DocDate	Required	Invoice date. This is used to determine applicable taxability, rules, rates.
VendorCode	Required	The vendor’s unique identifier in your source system. This translates to customerCode in an AvaTax call.
TaxableAmount	Required	Total line item amount before discount and tax. This isn't the unit price, which is not specified on the import.
DestLocationCode	Required	System either needs a valid DestLocationCode that is known to AvaTax OR a complete DestAddress with DestPostalCode, If LocationCode and address are provided for a new location, Avalara Consumer Use will remember the association.
DestAddress	Required*	*Optional, if DestLocationCode is provided.
DestPostalCode	Required*	*Optional, if DestLocationCode is provided.
OrigLocationCode	Required	Avalara Consumer Use needs a valid OrigLocationCode that is known to AvaTax OR a complete OrigAddress with OrigPostalCode,
OrigAddress	Required*	*Optional, if OrigLocationCode is provided.
OrigPostalCode	Required*	*Optional, if OrigLocationCode is provided.
CompanyCode	Optional	Sub company to which this invoice was originally billed. If empty Avalara Consumer Use will default this to the current company during file upload.
DocType	Optional	Defaults to PurchaseInvoice. Expects one of the AvaTax document type enums. Note that this is the original doc type from the host system. When sent to AvaTax, type will always be PurchaseInvoice or InventoryTransferInvoice so that results are recorded correctly.
LineNumber	Optional	Optional, but must be populated for all lines for an invoice or all blank. All blank line numbers will be populated with sequential numbers from 1, in order of appearance within the file.
CostCenter	Optional	Original accounting system cost center to which this invoice or specific line item was charged. Can be used within Avalara Consumer use to identify cost centers that are tax exempt per list provided by customer.
TaxCalculationDate	Optional	Defaults to DocDate. This is for exception cases where the invoice date is not the effective date for determination of Consumer Use Tax liability.
VendorName	Optional	Human-readable Vendor name.
EntityUseCode	Optional	It is uncommon to get this directly in the feed, unless the source system is one already AvaTax-aware. Will most often be "G" for Resale, or "I" for production/manufacturing. Must be one of the AvaTax enum values for EntityUseCode.
TaxCode	Optional	Defaults to "P0000000", which is generic, taxable. One would either specify a TaxCode directly or specify an ItemCode and let AvaTax pull the TaxCode from the Item. When the system sees a new ItemCode, it will collect any available TaxCode for default values in the future. View valid tax codes.
Purpose	Optional	Specific use of material or service represented by this line item. Very useful for specific tax handling, especially for invoices expected to be tax exempt.
ItemName	Optional	Human-readable item name.
ItemCode	Optional	Recommended for item taxability rules and rates, as well as readability within Avalara Consumer Use. Must be an item code for an item created for this company. These then map to TaxCodes. View related APIs.
Description	Optional	Item description.
Quantity	Optional	Recommended. Item Quantity defaults to 1. Useful for visibility within Avalara Consumer Use when allocating.
Discount	Optional	Discount applied against the Amount for this line item. Not used in calculation.
TaxIncluded	Optional	Boolean. If True the Amount less than the discount is that final line item amount. If False, the Amount + Tax. Note that this defaults to FALSE unless TotalTax is null. The system treats a line with an empty TotalTax amount as tax included.
TotalTax	Optional	Tax collected by the vendor and paid on this line item directly to tax authority. Use zero if no tax was collected. Note that when this value is null, the system will treat the line as tax included and back the tax out of the line’s TaxableAmount
TotalAmount	Optional	Total amount of the line item including tax and discount.
Ref1	Optional	Maps to Custom1 within the tool. Provided to allow customer to classify transactions within tool and for purposes of extraction aggregation.
Ref2	Optional	Maps to Custom2 within the tool. Provided to allow customer to classify transactions within tool and for purposes of extraction aggregation.
RevAcct	Optional	Actual customer's accounting system general ledger revenue account number to which this invoice is charged. Also provided for reference within the tool and for extraction.
DestCity	Optional	Recommended for reliable addresses.
DestRegion	Optional	Recommended for reliable addresses.
DestCountry	Optional	Recommended for clean addresses. Defaults to US.
OrigCity	Optional	Recommended for reliable addresses.
OrigRegion	Optional	Recommended for reliable addresses.
OrigCountry	Optional	Recommended for reliable addresses. Defaults to US.
PurchasingAgentCode	Optional	Host system identifier for the Purchasing Agent for this transaction. Passed into the SalesPersonCode in AvaTax
PurchaseOrderNo	Optional	The original Purchase Order. Useful for reference within Avalara Consumer Use and for export / reporting.
Custom1-10	Optional	Avalara Consumer Use allows 10 custom fields. They aren't sent to AvaTax. They're useful for classifying transactions for better filtering, allocation, and export.