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Avalara Help Center

How can I enter invoices to reflect historical data?

Overview

 We finally received an exemption certificate from a few customers and credited the sales tax back to them. Now we have to submit to the state. I know that this has to tie to the original invoice (which was before we went live with AvaTax). 

Environment

Avalara Avatax

Resolution

When entering historical data you would like us to file on you will need to add transactions manualy to the admin console or import them, with the current liability period as the docDates so we pick the changes in your liability worksheet.