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Unassign the AVATAX tax item from customer records in QuickBooks Desktop

This article applies to:AvaTax for QuickBooks Desktop

When you install Connector for QuickBooks Desktop, you assign the AVATAX tax item to your customers so that AvaTax can calculate sales tax on their transactions. Use the Rollback tax schedule utility to unassign the AVATAX tax item from your customers.

If you added and associated customers with the AVATAX tax item after you installed Connector for QuickBooks Desktop, you need to manually re-assign the tax item for those customers.

  1. In QuickBooks Desktop, go to File > AvaTax > Utilities.
  2. Select the Rollback Tax Schedule Utility under General.
  3. Select Rollback.
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