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