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Manage freight tax codes and assign them to shipping terms

This article applies to:AvaTax for QuickBooks Desktop

Avalara tax codes aren't just for refining the product taxability of the products and services you sell. You can also use them to adjust the tax calculation for a variety of shipping options.

The Freight Tax Code Mapper tool lets you add, edit, import, export, and delete Freight Tax Codes in the QuickBooks company file that is opened with you. To make the changes effective across your company's entire AvaTax account, visit avatax.com/signin.

Before you begin

Review the guidelines for mapping items to Avalara tax codes if you aren't sure whether to map items in QuickBooks Desktop or AvaTax.

Add a freight tax code

 Steps

  1. On the AvaTax connector for QuickBooks, go to Tools > Freight Tax Code Mapper.
  2. Click Add Freight Tax Code on the Freight Tax Code Mapper page.
  3. On the Add Freight Tax Code page, enter the following details.
     
    Field Action
    Freight tax code

    Enter a freight tax code. (This is a mandatory field.)

    Description (optional) Enter description to the freight tax code.
    Shipping term (optional) Assign the freight tax code to a shipping term. Select one of the terms from the drop-down list.
  4. Click Save and Return.

    The new freight tax code is added to the Freight Tax Code table on the Freight Tax Code Mapper page.  

Edit a freight tax code

Steps

  1. On the AvaTax connector for QuickBooks, go to Tools > Freight Tax Code Mapper.
  2. On the Freight Tax Code Mapper page, select a freight tax code link that you want to edit.

    The Edit Freight Tax Code page displays the freight tax code, its description, and the assigned shipping term.
  3. Make the required changes and then select Save and Return.

    A message is displayed for you to confirm if you want to update the mapping.
  4. Select Yes. A message confirms that your edit is successful.

Delete a freight tax code

Steps

  1. On the AvaTax connector for QuickBooks, go to Tools > Freight Tax Code Mapper.
  2. On the Freight Tax Code Mapper page, select a freight tax code link that you want to delete.
  3. Select the Delete button.
  4. Select Yes to confirm.

    A message confirms successful deletion of the freight tax code mapping.

Import freight tax codes

You can import freight tax codes as a csv file.

Steps

  1. On the AvaTax connector for QuickBooks, go to Tools > Freight Tax Code Mapper.
  2. On the Freight Tax Code Mapper page, select the Import button.

    The Open dialog is displayed.
  3. Select the location and the csv file that you want to import for the desired freight tax codes.
  4. Select Open. A message confirms the successful import of data.

Export freight tax codes

You can export freight tax codes as a csv file.

Steps

  1. On the AvaTax connector for QuickBooks, go to Tools > Freight Tax Code Mapper.
  2. On the Freight Tax Code Mapper page, select the freight tax codes that you want to export.
  3. Select the Export button above the table. The Save as dialog is displayed.
  4. Select a location and enter a file name to save the exported freight tax codes as a csv file.

    A message confirms that the file is exported successfully.
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