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Review and manage transaction error reports in Avalara Consumer Use

Maintain consumer use tax compliance by regularly identifying and exporting transactions with errors. After you fix your transactions, reuse the export file or move them to a fresh import file so that you can add them to Avalara Consumer Use.

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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.

 

Steps

  1. In Avalara Consumer Use, go to Transactions > Transactions.
  2. Filter your transactions to find ones that fall within a particular time frame or meet some other criteria.
  3. Click the Error tab to view transactions that contain errors.
  4. To view error details for a single transaction:
    1. Click the Audit Log (clipboard) icon.
    2. Check the Audit Note column for errors. This column usually contains useful information for fixing your transactions.
  5. To export multiple transactions that contain errors:
    1. Use the checkboxes to select transactions. Use the Select All checkbox to the left of Status to select all transactions at once.
    2. Select the radio button beside Export, and then click Apply.
    3. Choose how to organize the selected transactions. If you plan to use the export file to import your repaired transactions, select Line Level.
      • Line Level: Export all transactions in individual rows.
      • Aggregated: Group transaction data by column headers you select. When using this option, select the arrows to adjust the order of column headers in your export file.
    4. Add a comment to create an audit trail for your data export.
    5. Click Download to generate the file.

The exported file is downloaded to your computer's default download location. Fix your transactions, and then try importing them again.

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