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Avalara Help Center

When I import transactions, how does it know what tax code to use?

Overview

You are importing transactions and want to have the line items taxed in a particular way. You are not sure how the system knows how to tax the line items and would like some clarification.

 

Environment

Avalara AvaTax

 

Resolution

  • You can list an Item Code and/or a Tax Code in the transaction import file:
    • For items mapped in the Admin Console, list the item code in column K "ItemCode", we tax based on the tax code in the Admin Console Items (item mapping)
    • For items not mapped in the Admin Console, list a tax code on the line in the transaction import in column I "TaxCode"

 

Note: Items mapped in the Admin Console will always be taxed with that tax code, listing a tax code in the transaction import for an item that is mapped in the Admin Console will not cause Avalara to calculate with the tax code listed in the import.