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Avalara Help Center

How do I use the reconciliation tool in AvaTax for Netsuite?

Overview

You are trying to use the reconciliation tool within AvaTax for NetSuite to start a batch in order to identify what transaction may be different from within your NetSuite environment that what is shown in AvaTax

Environment

AvaTax for NetSuite

AvaTax for NetSuite OneWorld

Resolution

  • Select Avalara>Reconciliation>Create Batch from the NetSuite navigation bar
  • Set the beginning and ending date of your search by using the STARTING DATE and ENDING DATE fields*
  • Provide a name for your search under the BATCH NAME field
  • Select the subsidiary you want to run the batch in**
  • Click Submit to start your reconciliation batch

Once your batch has been processed you can review your batches by selecting Avalara>Reconciliation>View Results.

You can view more information on which transactions require review in the Which transactions require review in NetSuite Reconciliation batch? help article.

*NetSuite currently allows up to 5,000 transactions to be displayed in a single search.  

**This option is only available in AvaTax for NetSuite OneWorld

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