Set up Avalara Consumer Use
Avalara Consumer Use is an add-on for AvaTax. Self-assess consumer use tax in Avalara Consumer Use and then forward confirmed transactions to your company in AvaTax.
Welcome to Avalara Consumer Use
Setting up Avalara Consumer Use to self-assess consumer use tax for your business involves six essential milestones. Each milestone links to detailed step-by-step instructions to help you successfully complete each one.
Before you begin
Set up AvaTax.
Avalara Consumer Use is an add-on for AvaTax, so make sure you've set up AvaTax.
Milestones
- Change auto-save and auto-populate settings in Avalara Consumer Use
Two important settings control when transaction values are automatically saved or added to empty fields. - Set up default company values before importing transactions
Before you begin importing real transaction data, use automatic processing rules to assign company defaults for a variety of fields, including vendor, cost center, location, and purpose. - Create transaction processing rules
Automatically change, confirm, or categorize transactions based on specific criteria. - Add transactions to Avalara Consumer Use
- Import consumer use transactions
Add your consumer use transactions to a spreadsheet and upload it. Troubleshoot import errors when they occur, or review your import history. - Optional: Upload a custom import template
Use your business application's data export format to create a custom import template in Avalara Consumer Use.
- Import consumer use transactions
- Manage consumer use transactions
Process and allocate consumer use transactions so they can be confirmed and forwarded to AvaTax. - Export consumer use transactions
Filter transactions and customize columns to for uploading to your business applications.
Troubleshooting
View FAQs for Avalara Consumer Use
Answers to common questions and help for troubleshooting scenarios.