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Avalara Help Center

Set up your transaction tax export in CGPOS

The transaction tax export (TTE) is Avalara’s standard for providing tax rates and rules that can be used for your POS system.

Before you begin

Set up AvaTax.

We pull information from your AvaTax account to use in the TTE. You can refine some of that information and associate the changes with a unique TTE name.

Steps

  1. Enter a unique name for the TTE.
  2. Update the list of business locations that apply to this TTE:

    clipboard_e2eae8147c091ea2dd4ed0b1209198ae3.png 

    Note

    To add locations to your AvaTax account before updating them for the TTE, on the menu bar select Settings > Company locations and marketplaces

    1. Under Business locations, select Update my business locations.
    2. Filter the Results list by type, category, or both.
    3. Clear any locations that you want to exclude from the TTE, and select Apply.

      clipboard_e2eae8147c091ea2dd4ed0b1209198ae3.png 

      Note

      You must select at least one business location. 

  3. Update the list of ship-to states that apply to this TTE:  
    1. Under Ship-to states, select Update my ship-to states.
    2. Filter the Results list by state or province.
    3. Clear any states that you want to exclude from the TTE, and select Apply.
  4. Update the list of tax groups that apply to this TTE:  

    clipboard_e2eae8147c091ea2dd4ed0b1209198ae3.png 

    Note

    When item codes are created and mapped to Avalara tax codes within AvaTax, they can be created as actual items or become a placeholder for groups of items (tax groups). It is best practice to set up item codes as tax groups (Carbonated Soft Drinks, Clothing, and so on) and map them to Avalara tax codes when preparing to receive tax content for your POS system.

    1. Under Tax groups, select Update my tax groups.

      If we detect a high number of item codes for the TTE, a confirmation dialog will display. The best practice is to set up item codes as tax groups (Carbonated Soft Drinks, Clothing, and so on), which you would then map to Avalara tax codes when preparing to receive tax content for your POS system.

    2. Filter the Results list by Avalara tax code, item code (tax group), or description.
    3. Clear any tax groups that you want to exclude from the TTE, and select Apply.
  5. When you have completed your updates, select Save

    The new TTE is added to the list of saved transaction tax exports.

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