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Avalara Help Center

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

Overview

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

 

Environment

AvaTax Update

 

 

Resolution

  • Carry-over credits can be tracked by using the Carry-over Credit Export report in your admin console. This is found in the Liability Worksheet Exports option, of the Standard Sales Tax Reports section of the Reports tab.
    • It is possible to run the report 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.