AvaTax System Tax Codes

System Maintenance Menu -> Configure System Settings -> Company Parameters -> Taxing Parameters -> Taxing Method Avalara Tax -> Avalara Tax Settings -> AvaTax System Tax Codes

When the Avalara Tax software is activated in the Company Taxing Parameters, AvaTax codes can be manually entered in this table or the table can be populated from an import file.

For rental and sales transaction the AvaTax Codes can be defined for the Product, the Class and/or the Group so if there is no AvaTax Codes set at the product level, then the AvaTax assigned at the Class level applies on the document and if there is no AvaTax at the Class level then the AvaTax at the Group level is automatically applied on the document.

A search field respecting the code value and the description is provided to filter the AvaTax codes in the table

Note: Avatax codes "in use" cannot be deleted.

Import Action to populate AvaTax Code table:
 

•Create a spreadsheet listing the AvaTax Codes where there are two columns of data for each record:

Column 1 - enter the Code of the Tax such as GST, FST, SST
 Column 2 - enter the Description of the Tax code

•Save the data in a Tab-Delimited Text File format on the client machine

•Click the IMPORT button to move the tab-delimited text file to the server using the Select a File to Upload utility.
 The data is then imported into the AvaTax table where the Import may add/change/delete/ignore existing rows based on:

oAdd: If the Code is not in the list currently

oChange: If the Code exists and description does not match (Note: it only checks the first 60 characters)

oDelete: If the Code exists, but is not in the import file then the User will be prompted whether or not to delete missing codes.

oIgnore: If code and description match in SRM and in the import file, then no update is required.

Avatax codes "in use" cannot be deleted manually or by the import action.
 Any import errors will be returned on a spreadsheet and only valid tax codes will be imported.

After the AvaTax code import is complete an Import Summary is triggered listing the number of tax records read, added, updated and deleted.

Topic Keyword: AVATC01 (8074)