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Avalara Help Center

Create a job for CGPOS

Jobs are the way that we deliver tax content to your point of sale (POS) system. You have full control over how and when you receive the content.  

Steps

  1. In the quick links list at the top of the page, select Job dashboard.
  2. On the Job dashboard, select Manage your jobs.
  3. On the Create and run tab, select the Job type as Production or Test.
  4. Enter a unique name for the job.
  5. Select a TTE name, DTT name, a delivery option, and a notification option to associate with the job.
  6. Specify a delivery method: 
    • API:  If you choose API as your delivery method, the Notify me when the job is done check box is selected by default. You will receive an email notification on success or failure of your job. If you do not want to receive notifications, simply uncheck the box.
    • API+Flat file (delivered to the Avalara SFTP server): If you choose API+Flat file as your delivery method, enter an email address where we can send the server credentials. As we only support a single email address for all delivery configurations sent to the Avalara SFTP server, you'll be asked to verify the address.
       

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    Note

    If your account already has a delivery option that includes an email address for server credentials, we populate the field with that address. You cannot change it.

  7. Select the number of days (days before and after the job run date) based on your preference, and your tax file will include tax information for the selected time period.
  8. To run the job immediately, select Save and run job.
  9. To save the job to run at a later time, select Save job. For more information, see Run a job in CGPOS.

The new job is added to the list of saved jobs. To schedule a job, see Schedule a job.

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