Skip to main content
Avalara Help Center

Step 3: Tell us how to deliver your content

Tell us how you want to receive the tax content, including file naming and formatting options. Associate your choices with a unique delivery option name.

Steps

  1. Enter a unique name for the delivery configuration.
  2. Select an output structure.
    If you select TTE, continue to step 3. If you select Aptos, go to step 7.
  3. Specify a delivery method: 
    • API 
    • Flat file (delivered to the Avalara SFTP server)
  4. If your delivery method is flat file, enter an email address where we can send the server credentials.
    Because we can support only a single email address for all delivery configurations sent to the Avalara SFTP server, you'll be asked to verify the address.
  5. Tell us how you want to name your file folder. The file folder name is a base name plus a date:
    1. Enter a base name.
    2. Select a date format.
    3. Select a date position (before or after the base name).
  6. Tell us how you want to format your file:
    1. Select an encoding method.
    2. Select a delimiter character.
    3. Select a new line character.
    4. Specify a file extension.

    clipboard_e2eae8147c091ea2dd4ed0b1209198ae3.png 

    Note

    If you have questions about file format options, contact your internal IT department.   

  7. Select Save

The option is added to the list of saved delivery options, from which you can edit or delete it.

  • Was this article helpful?