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6 Ways to Import Tax Data into AvaTax

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:

What When Where How Fix
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

To...

  • Customize the taxability of an AvaTax System Tax Code
  • Create a unique tax code
  • Create a custom exemption type
  • Change a jurisdiction's tax rate
Download the import template from the Admin Console Add or import tax rules Tax rules FAQ
Import items

Add items in order to map them to tax codes. Mapping items to tax codesHoverTT.png tells AvaTax which tax rulesHoverTT.png 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 
  • If this is your first time using ECMS, add your exempt customers all at once.
  • If you have CertCapture, add customers, and then upload their documents.
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

Location code FAQ

Import UPCs

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

UPC FAQ


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.


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