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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 > Manage transaction processing rules. 
  2. Select pre-calculation rules to customize how transactions are processed before tax calculation.
    • Confirm line items based on taxable amount: Enter a taxable amount. Transactions below this threshold are automatically confirmed.
    • Confirm invoices and line items from trusted vendors: Skip processing and automatically confirm the transaction. Select a vendor in the drop-down. 
    • Calculate zero tax: Select a company value and click save.
  3. Select post-calculation rules to customize how transactions are processed after pre-calculation rules are applied and tax calculations occur.
    • Mark to be reviewed: Transactions with these company values are added to the To be reviewed tab under Transactions > Process transactions
    • Mark for allocation: Transactions with these company values are added to the To be allocated tab during Transactions > Process transactions
    • Commit calculated tax amounts for inaccurate vendors: Set to No by default. Avoids committing transactions from specific vendors. 
  4. Add or edit a rule and then click Save. 

 

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