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How can we use a tax calculation date for a previous period in an import?

Overview

You need to import return transactions and want to match the tax date of the original invoice, but show the current date as the document date so it will be included in the current term reports.

Environment

Avalara AvaTax

Resolution

  • Fill out the transaction import template with all required data and also include:
    • Column J TaxDate in yyyy-mm-dd or mm/dd/yyyy format to reflect the original invoice date
    • Column D DocDate  in yyyy-mm-dd or mm/dd/yyyy format - the date the document shows in reports (current)