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Will voiding test transactions affect us after going live

Overview

After doing tests transactions and then voiding out those transactions in our live account affect our numbers

 

Environment

Avalara Avatax

 

Resolution

  • In your Avalara Admin Console go to the Organization tab
  • Create a new company by clicking the orange "New" button
  • Choice the company type "Part of Multi-Company Organization"
  • Choice Original company as parent company
  • Choice yes for separate reporting entity and "Inherit Tax Profile"
  • Choice a company name and code (We recommend anything with the word "Test")
  • We recommend that Rounding Level and Freight & Handling Tax Dependency match the parent company
  • Address, TIN/BIN and Primary contact for company can be made up
  • Location Code is user defined and will pull the address from the address section when manually entering transactions when selected - Select a catagory that best fits what the location is
  • When you get to "Define how the Company is used. Is this a Test Company?" Choice yes
  • Change the company code within your ERP to your new test company and run the test
  • After your are done with the tests don't forget to change the Company Code back to your original Company Code.