When you import data you minimize repetition and potential errors. You don't want to touch tax data more than you have to. Here are some best practices to keep in mind:
- Use a new template each time you import
- Refresh the import screen and wait for a results file
- Download the error file if there is one, and scroll to the last column to see the errors
- If you import transactions, look for the blue file-name link afterwards to see what's imported into the Admin Console
Here are some different types of data you can import into AvaTax:
|Import transactions||If transactions are in your accounting system but missing in AvaTax.||Download the import template from the Admin Console||Add or import transactions|
|Import custom tax rules||
|Download the import template from the Admin Console||Add or import tax rules||Tax rules FAQ|
Add items in order to map them to tax codes. Mapping items to tells AvaTax which to use. Or, map items in your accounting system.
|Download the import template from the Admin Console||Add or import items||Import items into the Admin Console FAQ|
|Import exemption certificates||
|Import company locations||
If you use Returns and we file a unique return for each outlet, add or import locations.
|Download the import template from the Admin Console||Add or import company locations|
AvaTax already contains and supports most UPCs. Check a file of UPC items and receive a listing of UPCs supported by AvaTax.
|Download the import template from the Admin Console||Manage item taxability with UPCs|
Improved UI for CertCapture
On October 14th, we released CertCapture 6.5. Read the release guide to see changes to the document processing workflow. We also updated our user guide because CertCapture isn't just about exemption certificates anymore! Learn how to:
Register for private online AvaTax and Returns training
Register for a private online training opportunity with a dedicated Subject Matter Expert:Introduction to AvaTax and Returns. Talk to your CAM to register your company for this $1,500 per-person training, and to ask about special entitlement pricing.
This web-based course guides you through each phase of the sales tax compliance process to learn how to use AvaTax features to support your business needs.
There are pre-workshop videos, four 90-minute virtual sessions, and ways to check your knowledge after each session. This series is for people who have completed our Get Started process.
You can see last month's content in Avalara's monthly business guide. Take a look at what we've highlighted each month.