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Avalara Help Center

How can I track my Carry-over credits within AvaTax?


You want to know how to track your carry-over credits within Avatax







  • Carry-over credits can be tracked by using the Liability Worksheet Carry Over Credit export report in your admin console.
    • This is found by navigating to the Reports tab, and selecting Liability Worksheet Exports in the Standard Sales Tax Reports section.
    • This report can only be run one month at a time.
      • For multi-month frequencies, such as quarterly, it is best to run the report for the first month of the frequency as the credit will try to apply to at that time.