Skip to main content
Coming soon - a new Avalara Knowledge Center
Avalara Help Center

Fix adjustments with the number of tax groups in a POS transaction tax export

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.  

A transaction tax export (TTE) that contain more than 10,000 tax groups can't be saved.

Before you begin

Set up AvaTax.

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

Steps

  1. On the menu bar select Settings > What You Sell.
  2. 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.
  3. When you have completed your updates, select Save

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

  • Was this article helpful?