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Create transaction processing rules in Avalara Consumer Use

Processing rules automatically change or categorize transactions as they're imported. Many processing rules use existing company values to trigger specific actions.
 

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.

 

Before you begin

  • Add company values to your settings before they can be used in a processing rule
  • Processing rules are not retroactive

Steps

  1. Go to Settings > Transaction Rules.
  2. Click Pre-calculation rules tab to customize how transactions are processed before tax calculation.
    • Ignore line items based on total amount: Enter a taxable amount. Transactions below this threshold are automatically confirmed.
    • Ignore line items based on other conditions: Skip processing and automatically confirm the transaction. Select the list of trusted vendors,excluded cost centers, and the excluded revenue accounts from the drop-down. 
    • Calculate zero tax: Select Item codes, Vendors, Cost Center, and Revenue Accounts and click save.
  3. Click Post-calculation rules tab to customize how transactions are processed after pre-calculation rules are applied and tax calculations occur.
    • Mark for manual review: Transactions with these company values are added to the To be reviewed tab under Transactions > Assess and edit
    • Mark for allocation: Transactions with these company values are added to the To be allocated tab during Transactions > Assess and edit
    • Accrue tax based on the tax variance:Commits the transactions based on the tax variance.
    • Always accrue tax from these vendors: Commits the transactions based on the selected vendors.
  4. Add or edit a rule and then click Save.

 

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