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.
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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. |
Before you begin
- Add company values to your settings before they can be used in a processing rule
- Processing rules are not retroactive
Steps
- Go to Settings > Transaction Rules.
- 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.
- 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.
- Add or edit a rule and then click Save.