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Avalara Help Center

How can I make addtional notes to a transaction sent to Avatax?

Overview

I would like to add notes to a transaction after it has made its way to the admin console.

Environment

Avalara Avatax

Resolution

  • Once the transaction is sent to the admin console find it in the transaction window and click the DocCode to enter the detail of it
  • Click Edit
  • On the bottom right click the Select drop down for Adjustment Reason and choose Other
  • Underneath that in the Description box make notes you would like to add to the transaction
  • Choose Save as committed on the top left next to the orange button

Note: You can do this to add notes to a transaction without actually adjusting anything in the transaction itself.