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AvaTax Transactions in TrustFile

AvaTax does not currently have a option to sync directly with TrustFile. 

To import transactions from AvaTax use the following steps to generate the appropriate AvaTax sales report:

  1. Log into AvaTax
  2. Click Reports in the top menu bar
  3. Under Transaction reports select Sales tax document data export from the Report Category
  4. Choose Sales tax document line detail export under Report Name
  5. Select the options for the date range and any other settings you need for the report
  6. Click Create report
  7. A .csv file will download to your computer which you can use to import into TrustFile

AvaTax Export Report.PNG

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