CFCX Work - Avalara Release Notes

AvaTax 26.5.2.0 — Enhancements

Mon, 01 Jun 2026 00:00:00 GMT

Enhancements to VAT/GST transactions Effective July 1, 2026, Avalara has enhanced business-to-business and business-to-consumer transaction scenarios for more accurate tax calculations in VAT/GST transactions in Ukraine.

These transactions include:

Domestic supplies of goods or services, including digital services
Domestic supplies of VAT on event-related and similar services and goods, taxed based on the location where the service is physically rendered
Export of goods and services
Import of goods and services, including support for the reverse charge mechanism
Import de minimis threshold
Input VAT recoverability rules
Marketplace deemed supplier rules AvaTax tax code reclassification for passenger car rental and leasing services Effective June 15, 2026, AvaTax is reclassifying tax code PR100300 – Rental and leasing / passenger car rental from a product classification (IsPhysical = True) to a service classification (IsPhysical = False).

This update aligns the tax code with the VAT treatment of passenger car rental and leasing activities as services in applicable jurisdictions. This change applies to the following jurisdictions:

All European Union member states, including the autonomous regions of Azores and Madeira, Portugal
United Kingdom
Northern Ireland
Isle of Man

Transactions that use tax code PR100300 will be treated as services for VAT determination in the affected jurisdictions. AvaTax will apply service-based VAT rules for these transactions.

This update affects all users who use tax code PR100300 within the jurisdictions listed above.

The updated classification impacts:

VAT determination outcomes, because place-of-supply rules for services can differ from those for goods
Downstream integrations, reporting, compliance, or workflows that rely on product-versus-service classifications

Users who use tax code PR100300 should review their tax configurations, reporting processes, and any downstream systems that depend on tax code classifications. Make sure they align with the updated service treatment before June 15, 2026.

This change supports more accurate VAT determination and compliance by aligning the tax code with applicable service tax treatment rules. Company code added to applicable AvaTax reports Company Code is now available as a standard field in applicable AvaTax reports. This makes it easier to identify and work with transactions across multiple entities.

Previously, users often had to perform additional manual steps to determine which company a transaction belonged to. With Company Code now included in supported reports, you can more quickly filter, sort, and review report data. This reduces the time and effort required for reporting and analysis.

The benefits include:

Reduces manual effort when you review multi-entity transaction data.
Simplifies report filtering and sorting by company.
Speeds up report analysis and reconciliation activities.
Helps you quickly identify entity-specific transactions.
Improves reporting efficiency for organizations that manage multiple companies.

AvaTax 26.5.1.0 — Enhancements

Fri, 01 May 2026 00:00:00 GMT

Enhanced scheduling for reports We’ve improved the scheduling experience for reports to make recurring reporting easier and more flexible.

You can now schedule all eligible reports without enabling download or marking reports as favorites.
A new custom date range option lets you create recurring schedules using the same date range pattern each month.

For example, if you schedule a report for the 5th to the 25th of the month, future recurring schedules automatically use the same date range pattern.

These updates simplify report scheduling and provide more flexibility for recurring business and compliance reporting workflows. For more information, see Schedule a report. Use Category as a line-level condition in transaction rules We’ve enhanced transaction rules to give you more flexibility when you configure line-level conditions. You can now select the Category field when you create the Find and Replace Before Calculation rules.

This update lets you apply rules based on item categories at the line level. It makes it easier to tailor tax calculations and rule behavior to your specific business needs. AvaTax has updated the logic for generating AVTUserBin Previously, AvaTax generated AVTUserBin only when all 3 conditions were met:

The origin country was in the EU or an enhanced VAT/GST country.
The destination country was in the EU or an enhanced VAT/GST country.
The transaction was in an enhanced VAT/GST country.

Now, AvaTax generates AVTUserBin when both of these conditions are met:

The sourcing country, which is the country where AvaTax calculates the tax, is an enhanced VAT/GST country.
The transaction is in an enhanced VAT/GST country. Note This update doesn’t impact VAT calculation. EU VAT reverse charge support – Articles 199 and 199a AvaTax now supports country-specific VAT calculation and invoice messaging under EU VAT Directive Articles 199 and 199a for applicable EU Member States.

These provisions introduce domestic reverse charge mechanisms, where VAT liability shifts from the supplier to the customer for specific goods and services.

When country-specific conditions are met, based on:

Type of goods or services.
Customer VAT Registration.
Supplier establishment.

AvaTax will:

Apply reverse charge treatment.
Generate an invoice messaging that indicates the applicability of Article 199 or 199a.

The following scenarios are supported:

Construction and immovable property (Article 199(a)): Transaction type: R. Example codes: SC165100, SC165200, SC165300, SC165400, SC165500, SC165600.
Supply of staff for construction (Article 199(b)): Transaction type: B. Example codes: SC165700, SC165701.
Scrap and waste materials (Article 199(d)): Transaction type: D. Example codes: PS170000, PS170001, SG017301.
Domestic reverse charge, additional scenarios: Transaction type: DTC, which includes: Real property transactions. Energy supplies, such as electricity and gas. Emission allowances. Metals and agricultural products. Note
Transactions where Article 199/199a applicability depends on cumulative single economic transaction thresholds of EUR 5,000 or EUR 10,000 are currently not supported and will be considered in a future release.
Czechia, Denmark, France, Germany, and the Netherlands apply Article 199a(g) only to resellers of telecommunications services. For telecommunications transactions in these countries, Entity Use Code “G” (Reseller) must be passed.

New VAT codes:

Construction and immovable property services.
Staffing and subcontracting.
Real property transactions.
Scrap and industrial waste.
Energy and emission-related supplies.
Agricultural and metal products. Note The new VAT codes aren’t applicable to North America.

This enhancement strengthens AvaTax support for EU domestic reverse charge scenarios and enables accurate VAT determination under Articles 199 and 199a. Enhancements to VAT/GST transactionsEffectiveJune 1, 2026, Avalara has enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions inVietnam. These transactions include the following:

Domestic supplies of goods or services, including digital services
Domestic supplies of VAT on event-related and similar services and goods, taxed based on the location where the service is physically rendered
Export of goods and services
Import of goods and services, including supporting the reverse charge mechanism
Input VAT recoverability rules

AvaTax 26.5.1.0 — New Features

Fri, 01 May 2026 00:00:00 GMT

Exemption Certificate Management is part of self-serve onboarding You can now set up ECM during your onboarding journey instead of after implementation. The step-by-step onboarding helps you configure exemptions more accurately and with less friction. It supports multi-connector setups and SST requirements, ensuring that you complete critical steps before moving to the next step.

The benefits include:

Reduces implementation time and dependency on manual support.
Improves accuracy of exemption setup, especially for complex customers.
Scales self-serve onboarding to handle more advanced use cases.
Enhances overall user experience with a more intuitive Avi-guided flow. VAT/GST number validation in AvaTax UI Avalara has introduced a new VAT/GST Number Validation feature in the AvaTax UI. This feature enables businesses to validate customer and vendor VAT/GST registration numbers directly against supported tax authority systems.

Validating VAT/GST registration numbers helps businesses improve tax accuracy and support compliance requirements. In many jurisdictions, VAT treatment and reporting obligations vary depending on whether the customer or vendor is registered as a business or treated as a consumer. This feature helps businesses verify registration validity and make more informed tax determination decisions.

As part of the initial release, VAT number validation is available for EU VAT numbers through integration with the VIES (VAT Information Exchange System). Support for additional countries and tax authority systems will be added in future releases.

You can access the feature from Data Validation from the left navigation panel.

The validation workspace supports:

Single VAT/GST number validation
Batch validation of multiple VAT/GST numbers

For more information, see VAT number validation.

AvaTax 26.3.2.0 — Enhancements

Wed, 01 Apr 2026 00:00:00 GMT

Improved address display for transactions using Point of Order Origin (PoA) We’ve improved how addresses are displayed in AvaTax transaction details when a Point of Order Origin (PoA) address is used.

Previously, if a PoA address with latitude and longitude was included in the transaction, AvaTax correctly used it for tax calculation. However, the transaction details page displayed the PoA address as the Ship From location instead of the original address submitted in the request.

With this enhancement, AvaTax will now display the Ship From address exactly as it was provided in the transaction, while continuing to use the appropriate address for tax calculation.

What this means for you:

More accurate visibility into the addresses you submit
Clearer alignment between your transaction and what is shown in AvaTax
No impact to tax calculation results

Greater flexibility for parent and child company configuration

We’ve introduced an enhancement to give you more control over how settings are inherited between parent and child companies in AvaTax.

Previously, when a child company inherited settings from a parent company, Advanced Transaction Rules and Reference Lists were not included automatically. This limited flexibility for organizations that wanted to manage these configurations independently.

With this update, inheritance of Advanced Transaction Rules and Reference Lists is now optional.

What this means for you:

Child companies can now choose whether to inherit Advanced Rules and Reference Lists from the parent.
If not enabled, child companies can manage their own rules and lists independently.
This allows more precise control over tax configuration, especially in complex enterprise structures.
Advanced Rules and their associated Reference Lists will always be applied only when the child company is inheriting the profile of the parent company to ensure consistent tax calculation.
There is no change to existing behavior unless you choose to enable this new option.
Other inheritance settings (such as nexus and core tax configurations) remain unchanged.

For more information, see Add a child company.

Enhancements to VAT/GST transactions EffectiveApril 1, 2026, Avalara has enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions inChina. These transactions include the following:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions

AvaTax 26.3.2.0 — Fixes

Wed, 01 Apr 2026 00:00:00 GMT

Improvement to VAT de minimis handling

We’ve resolved an issue impacting VAT calculation for shipments for cross-border transactions.

Previously, some cross-border transactions (for example, shipments from the United Kingdom to Israel) could produce inconsistent results:

The VAT de minimis exemption was applied, but the place of supply was incorrectly identified.
In certain scenarios involving an Importer of Record (IOR), de minimis wasn’t applied as expected. What’s improved
Introduced a new optional API setting ApplyDeminimis that allows de minimis to be applied more consistently across eligible cross-border transactions, including those with an Importer of Record: Default (false): Maintains current behavior where de minimis isn’t applied for cross-border Sales Invoices with IOR = true (treated as domestic). Enabled (true): Allows de minimis evaluation for all eligible transactions, including cross-border scenarios with IOR = true, provided standard qualification criteria are met.

What this means for you:

More accurate VAT calculation for shipments for cross-border transactions.
You have more flexibility to control when you apply the de minimis rules.
No changes to your current behavior unless you choose to enable the new API setting.

AvaTax 26.3.2.0 — New Features

Wed, 01 Apr 2026 00:00:00 GMT

Taxability customization in Taxability Matrix Effective April 10, 2026, Avalara is introducing a new Taxability customization capability in the AvaTax Portal, giving you greater flexibility and control over how tax is applied to your products and services.

With this enhancement, you can customize the taxability of AvaTax codes when default Avalara content is unavailable or doesn’t fully meet your business needs. This helps ensure that tax outcomes are better aligned with your specific requirements.

Using the Taxability Matrix, you can easily select and customize taxability for a given category and jurisdiction. Once configured, AvaTax automatically creates the necessary custom rule in the background, no additional setup required.

You can review and manage your customizations at any time through the manage Custom rules option in the Settings page.

This update makes tax configuration more intuitive, flexible, and tailored to your business

AvaTax 26.4.1.0 — Enhancements

Wed, 01 Apr 2026 00:00:00 GMT

Enhanced VAT/GST ID validation for select countries

AvaTax now supports VAT number formats aligned with country-specific legislative requirements for Australia, Norway, and Thailand.

This enhancement improves compliance alignment and allows VAT numbers to be captured and validated in accordance with local tax authority standards.

AvaTax validates VAT/GST IDs using country-specific formats: Australia (ABN): 11 digits Norway: 9 digits followed by MVA Thailand: 13 digits
AvaTax automatically standardizes VAT/GST IDs before validation, for example, by removing spaces or separators.
When a valid VAT/GST ID is provided, AvaTax treats the transaction as business-to-business (B2B) and applies the appropriate tax rules.
If the VAT/GST ID doesn’t match a supported format, AvaTax continues to process the transaction as it does today.
For sales transactions, AvaTax evaluates VAT/GST IDs based on the destination (Ship-To) country.
For purchase transactions, AvaTax evaluates VAT/GST IDs based on the origin (Ship-From) country.
If a VAT/GST ID doesn’t align with the relevant country, AvaTax ignores it for tax classification. AvaTax return's no errors.

This update is fully backward-compatible. Existing VAT/GST ID formats, integrations, and API behavior remain unchanged. Expanded support for tax overrides in global transactions AvaTax now better supports global transactions by expanding how tax overrides are handled outside the United States.

Previously, tax overrides were only supported for U.S.-to-U.S. transactions. With this update, you can apply tax overrides to a broader range of scenarios, including:

Transactions between non-U.S. countries
Transactions from non-U.S. to U.S.
Transactions from U.S. to non-U.S.

AvaTax now includes a new account-level configuration flagEnableGlobalOOHTaxOverride.

When enabled, this flag allows OOH overrides for supported non-U.S. scenarios.
When disabled, which is the default, supports only U.S.

This update improves reliability for global transactions and helps ensure smoother processing when you need tax overrides across different countries. There’s no change to:

Tax calculation rules, such as sourcing and jurisdiction logic, which continue to work as before
Standard validation rules, which still apply to ensure accurate tax reporting
Marketplace and remittance behavior Support for local jurisdiction exemption certificates The Exemption Certificate Management system in AvaTax is enhanced to support local exempt certificates. This enables more accurate tax calculations in regions with complex local tax rules.

Previously, exemption certificates were applied at the state level. With this enhancement, you can apply certificates to specific local jurisdictions, such as cities or counties. This ensures that AvaTax honors exemptions only when they’re valid.

This is especially beneficial in home-rule jurisdictions, where local authorities don’t recognize state blanket exemptions (for example, 42 CO cities). What this means to you:

More accurate tax calculations for transactions that involve local jurisdictions
Proper application of exemptions only where they’re valid
No impact to existing certificates, which continue to work as before This feature helps improve compliance and accuracy for businesses that operate in areas with jurisdiction-specific tax rules.Expanded Basic VAT/GST Content Coverage (60 Countries) Effective April 1, AvaTax has enhanced its basic content coverage for VAT and GST calculations across 60 more countries and territories.

This expansion strengthens AvaTax’s global indirect tax support and improves baseline calculation coverage for key transaction scenarios. Countries Included in this update: | Algeria | Canary Islands | Kazakhstan | Namibia | Zambia | Mozambique | --- --- || Andorra | Corsica | Kenya | New Caledonia | Zimbabwe | Madagascar || Angola | Côte d'Ivoire | Kosovo | Nicaragua | Bangladesh | Tanzania || Anguilla | Curacao | Kyrgyzstan | Russian Federation | Lesotho Armenia | Egypt | Fiji | Sri Lanka | Malawi Azores | El Salvador | North Macedonia | Suriname | Mali Bahamas | Georgia | Madeira | Tajikistan | Rwanda Barbados | Gabon | Maldives | Ukraine | Cameroon Belarus | Ghana | Mauritius | Uruguay | Senegal Bolivia | Guyana | Moldova | Venezuela | Nigeria Botswana | Jersey | Montenegro | Vietnam | Uganda | |

Supported use cases under basic coverage

This basic coverage includes full support for the following transaction scenarios:

Domestic supply of goods and services (B2B and B2C), including sales and purchases
Import of goods and services, including sales, purchases, and customs scenarios
Export of goods and services

Enhancements to VAT/GST transactions

Effective May 1, 2026, Avalara has enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions inUruguay. These:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions

AvaTax 26.4.1.0 — Fixes

Wed, 01 Apr 2026 00:00:00 GMT

Fixed an error when saving Find and Replace jurisdiction match advanced rule

We've fixed an issue where you couldn't save advanced rules that used the Find and Replace jurisdiction match option. AvaTax incorrectly returned the error An invalid exception handler routine has been detected.

This issue occurred when you configured rules with jurisdiction-based conditions. For example, matching Ship-To country values such as CA and assigning an entity use code like WET-QC.

AvaTax 26.3.1.0 — Enhancements

Sun, 01 Mar 2026 00:00:00 GMT

Material-specific Section 232 support for Cross-Border customers Section 232 processing for Cross-Border customers now supports reporting metal composition by individual material.

Previously, Avalara applied the same metal percentage and country of origin (COO), to all applicable metals, such as steel and aluminum.

With this enhancement, you can submit separate metal percentages using the Section232MetalPercent parameter for each material. Specify the material name in the unit field, for example, steel, aluminum, copper, timber, or lumber.

Each material-specific percentage must include a corresponding MetalCoo parameter with the same unit value.

For example: { "item": { "parameters": [ { "name": "Section232MetalPercent", "value": "0.20", "unit": "steel" }, { "name": "MetalCoo", "value": "CN", "unit": "steel" }, { "name": "Section232MetalPercent", "value": "0.30", "unit": "aluminum" }, { "name": "MetalCoo", "value": "CN", "unit": "aluminum" } ] } } Avalara calculates Section 232 duty separately for each material percentage. This supports more accurate customs duty assessment for products that contain multiple materials. Parent-child AvaTax code support AvaTax now supports creating child tax codes under existing parent codes. This enables jurisdiction-specific taxability treatment and keeps a scalable, structured tax code framework.

With this enhancement:

You can create child tax codes under existing parent tax codes.
Child codes can have jurisdiction-specific tax rules.
When processing a transaction:

AvaTax first evaluates the rules for the provided TaxCode.

If no rule is found for the sourcing country, AvaTax checks for a mapped parent TaxCode.

If a parent rule exists, AvaTax applies it. If no parent rule exists, Avalara falls back to the default tax code (P0000000).

Child tax codes are restricted to the jurisdictions where they’re defined. They aren’t applied globally.

To ensure backward compatibility, a configurable ParentChildResolutionEffectiveDate parameter determines when hierarchical resolution becomes active. The effective date control ensures that the new enhancement applies only to transactions on or after the activation date. This keeps the historical behavior unchanged. Enhanced parent-child hierarchy for AvaTax code for VAT/GST tax determination We've introduced an enhanced parent-child hierarchical structure within AvaTax to improve VAT/GST tax determination across global jurisdictions.

Products and services are often treated differently across countries. VAT/GST legislation can define tax applicability at different levels of specificity. To support these country-specific nuances, AvaTax now applies a back end hierarchical logic that enables more granular tax determination while maintaining consistent product mapping.

This enhancement applies to all supported countries except the United States and Canada.

As a user, this means:

No changes are required to your existing AvaTax codes.
Your current product mappings remain valid.
You'll see more granular classifications supported over time.
Tax determination accuracy is improved at the country level.
If there’s no specific content defined for a child tax code in a given jurisdiction, the mapping automatically rolls up to the parent code.

This update operates entirely through back end logic and is designed to enhance VAT/GST applicability without disrupting existing configurations. For example:

In France, multigrain bread can be taxable at a reduced rate, while other bread types are exempt.
In Belgium, all bread can be exempt.

Under the new hierarchical structure, a customer mapping a product to the relevant AvaTax code automatically receives the correct tax treatment based on the country’s specific legislation.

This enhancement strengthens AvaTax’s global VAT/GST coverage and improves alignment with jurisdiction-specific tax rules. Manage multiple license keys in AvaTax AvaTax now supports multiple license keys, giving you greater control and flexibility when managing your integrations. Previously, all integrations used a single shared license key. Resetting that key could disrupt every connected system. With this update, you can create and assign separate license keys to individual integrations, so changes to one key won’t affect others. You can:

Create a default license key for your account
Generate multiple secondary license keys for specific integrations
Reset the default key without impacting integrations that use secondary keys
Revoke individual keys when they’re no longer needed This enhancement helps reduce downtime and simplifies key management across your connected systems. Also, the Avalara Portal now offers a unified integrations experience, making it easier to view and manage integrations relevant to your products and ERP systems. For more information, see Get your license key.

AvaTax 26.3.1.0 — Fixes

Sun, 01 Mar 2026 00:00:00 GMT

Child companies now follow the parent company’s tax code priority setting We’ve fixed an issue where child companies weren’t using their parent company’s Tax Code Prioritization setting.

If you use parent-child company relationships in AvaTax and your child companies are set to use the parent’s settings (HasProfile = false), they now follow the parent’s tax code priority rules.

Tax Code Prioritization decides which tax code AvaTax uses when there’s a conflict:

An item in your Item Master is mapped to 1 tax code, and
A different tax code is sent in the transaction request.

Depending on your setting:

Transaction priority uses the tax code sent in the request.
Item Master priority uses the tax code mapped to the item.

Child companies now follow the same tax code priority as their parent company. This change helps ensure that tax calculations remain consistent and predictable throughout the company hierarchy.

AvaTax 26.1.1.5 — Enhancements

Sun, 01 Feb 2026 00:00:00 GMT

VAT code detail-level support for Digital Service transactions (DST) We’ve improved VAT code handling for qualifying Digital Service transactions. AvaTax now returns the Transaction Type (TT) as DST. This occurs for transactions that use specific Digital Service AvaTax codes at the detail level.

Digital Service transactions are identified based on a predefined list of Digital Service tax codes. This update applies only to transactions using supported Digital Service AvaTax codes. For these transactions, the VAT code at the detail level will return the TT as DST.

There’s no change to existing VAT code logic at the line level for Digital Service transactions.

AvaTax 26.2.1.0 — Enhancements

Sun, 01 Feb 2026 00:00:00 GMT

Sourcing override enhancements Avalara is updating how custom sourcing overrides are applied to certain transactions that contain local jurisdictions. Standard sourcing rules are not impacted by this change.

This update helps ensure that the tax engine applies the correct origin or destination sourcing when a tax rule specifies an override. It also resolves prior cases where the default sourcing was applied instead of the rule-specific sourcing.

Custom Tax Rule enhancements for Sourcing Override:

U.S. and Global Rules for local jurisdictions now support sourcing overrides for all Tax Types other than VAT (Input and Output).

The engine will recognize Origin/Destination sourcing overrides defined in custom product taxability rules for local rules (county/city/STJ). Previously, sourcing overrides were recognized only for State-level rules, applied to the State and all local jurisdictions. With this change, local jurisdictions can be taxed based on the sourcing specified in the local custom rule, which may change which local jurisdictions apply during calculation.

Minor enhancements / fixes:

When Avalara content overrode default Sales & Use sourcing AND a custom rule with a blank sourcing override was applied, the system sourcing override was not applied, and the engine fell back to default sourcing. This has been corrected.

This corrects a reported problem where Illinois Rental/Leasing tax type was suppressed for Chicago (destination-based) when an IL Sales & Use custom rule with no Sourcing override was applied, In this case, the engine fell back to default Origin-based sourcing for IL.

The line-level Sourcing indicator (Origin/Destination) was incorrectly reporting “Origin” for Illinois Chicago Rental/Leasing calculations. Now, the Sourcing indicator will correctly reflect “Destination” (tax calculation is not changing—this is a reporting correction only).

AvaTax 26.2.1.0 — Fixes

Sun, 01 Feb 2026 00:00:00 GMT

Customs Duty not transmitting to Shopify for Ontario orders An issue in Avalara for Shopify caused Customs Duty that was correctly calculated in AvaTax for orders shipping to Ontario to fail to transmit back to Shopify. As a result, Customs Duty did not appear on affected Shopify orders. Now, Customs Duty calculated by AvaTax for Ontario transactions is transmitted and reflected in Shopify. This ensures consistency between AvaTax and Shopify order details. Transaction error during Tax Override An issue with low value document-level tax overrides caused the following error Tax override cannot be applied. No taxable details found to apply tax. The issue occurred when the rounding step rounded all distributed non-fee tax amounts to 0.00. It prevented the remaining tax override amount from being distributed successfully. AvaTax now distributes the tax override using unrounded tax amounts in this case, to ensure that transactions complete successfully.

AvaTax 26.1.1.0 — Enhancements

Thu, 01 Jan 2026 00:00:00 GMT

Enhanced handling of Norway low-value goods We've improved the VAT calculation logic for Norway low-value goods transactions when tax-included pricing is used. AvaTax now excludes the VAT portion from the total consideration when determining eligibility for the low-value goods threshold. This ensures assessments are based on the net value of the goods, following Norwegian tax authority guidance. This enhancement is applied automatically. Enhanced tax calculation logic for taxable entity use codes We've updated tax calculation logic to improve consistency when both a taxable entity use code and an exemption certificate are present on a transaction. AvaTax now applies tax more consistently in scenarios where you use combinations of entity use codes, exemption numbers, and custom rules. This ensures calculations align with prior expected behavior and established configurations. This enhancement is applied automatically and requires no action. Improved review and correction of company location addresses for Avalara Tax Content We've enhanced the company location import for Avalara Tax Content users to help you identify and resolve address issues that could affect tax accuracy more easily.

With this enhancement, addresses imported using company location import are automatically evaluated for validation, geocoding, and tax region resolution when your account has an eligible Avalara Tax Content service entitlement. If an address requires manual review, Avalara generates a downloadable, reimport-ready report that highlights the issue and enables quick correction.

Addresses are flagged for review when:

An address fails validation or can’t be geocoded.
An address doesn’t resolve to a tax region.
An address resolves only to ZIP-level accuracy (ZIP5 or ZIP9).
An address resolves with rooftop accuracy but is located very close to a tax region boundary.

Each flagged address includes a clear reason for review, helping you quickly identify and correct potential issues.

Enhancements to VAT/GST transactions

Effective February 1, 2026, Avalara has enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions in Paraguay. These transactions include the following:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions

AvaTax 25.12.1 — Enhancements

Mon, 01 Dec 2025 00:00:00 GMT

Japan deemed seller rule AvaTax now supports VAT reassignment for digital platforms under Japan's new deemed seller rule. Japan's updated VAT rules require digital platforms to act as the deemed supplier for certain B2C digital services. AvaTax reassigns VAT liability to the platform when all the following conditions are met:

The seller is headquartered outside Japan.
The transaction is B2C.
The service is digital.

If any condition isn’t met, standard VAT rules apply. Customers must set the correct head-office location in nexus to ensure compliance. This change ensures platforms charge and remit the correct VAT in line with Japan's marketplace rules. VAT group support in Slovenia Starting January 1, 2026, AvaTax supports VAT group treatment in Slovenia. Intra-group supplies are treated as out of scope for VAT purposes. To enable this, customers must configure the POSVATGroupId in nexus settings. This update ensures accurate VAT handling for Slovenia VAT groups and aligns with AvaTax functionality in other EU countries. VAT enhancement for unregistered buyers AvaTax now applies correct VAT on domestic transactions even when the buyer is unregistered. VAT is applied based on the delivery or service location:

VAT applies to domestic B2C transactions, even if the buyer is unregistered.
No input VAT recovery is allowed for unregistered buyers.
When using GoodsPlaceOrServiceRendered, set Transport = None.

This enhancement eliminates zero-tax outcomes and reduces manual adjustments. Enhanced the AvaTax transaction list experience We’ve refreshed the Transactions List experience in Avalara AvaTax. This update is designed to make it faster and easier for customers to review, search, and manage their transactions. The new transaction list experience has:

Cleaner layout: Key transaction details are easier to scan.
Improved search and filtering: More intuitive filters make it easy to narrow results by date, document type, status, quick filters, and more.
Easier navigation: Clearer actions and structure make it simpler to move between summaries and transaction details.

AvaTax 25.11.2 — Enhancements

Sat, 01 Nov 2025 00:00:00 GMT

Enhancement to Reports We have enhancement the following reports.

All taxes document line details export - expanded data fields included We’ve added a new report, All taxes document line detail export - expanded data fields, under the Revise charge, VAT, and all taxes data export category in Transaction reports. This report provides line-level transaction details for all taxes calculated by AvaTax. It includes all standard and user-defined data fields, offering comprehensive visibility into your tax calculation data.
Economic nexus summary report We’ve enhanced the Economic nexus summary report under the Economic nexus category in Transaction reports. The report now includes a new field, Select the approximate number of transactions for your report, which enables scheduling for report generation.

For more information, see Transaction report category and report types. Avalara Home page enhancements We’ve improved the Avalara Home page experience with new and enhanced sections designed to help you get more from your Avalara products.

Recommendations section The new Recommendations section provides quick access to personalized insights and opportunities:

Events and learning: View upcoming events and learning sessions tailored to your account. Products and services: Explore up to 5 personalized product recommendations based on your current subscriptions. Select an individual recommendation card to learn more about each solution. Enhancements to VAT/GST transactions We’ve enhanced business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions in Taiwan and Indonesia. These transactions include:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions Low-Value Goods and marketplace rules update for Chile Chile has updated its VAT framework for low-value goods and digital marketplaces. Avalara has enhanced AvaTax to align with these rules, ensuring compliant VAT calculation for cross-border and platform-based sales to Chilean consumers.

Changes:

Marketplace VAT: Digital platforms processing payments for Chilean consumers are now VAT taxpayers; non-resident operators must register under a simplified VAT regime.
Low-value goods: The threshold was raised from USD 41 to USD 500, bringing more imports into VAT scope.
Exemptions: Customs duties waived if VAT is collected by the seller or marketplace.
Simplified regime: Non-resident sellers can register without local establishment.

Effective December 1, 2025, AvaTax will support the USD 500 threshold, marketplace VAT rules, and simplified VAT registration, ensuring accurate VAT calculation and reporting for Chilean remote and marketplace transactions.

Impact on AvaTax customers:

Marketplaces: Must collect and remit VAT on qualifying remote sales.
Sellers: VAT liability may shift to the marketplace.
Consumers: Benefit from higher import thresholds and simplified treatment. Updated invoice message for out-of-scope EU VAT transactions Effective December 1, 2025, Avalara updated AvaTax to display the following default message on invoices where the transaction is outside the EU VAT scope under Articles 2 and 44 of the EU VAT Directive (2006/112/EC):

Out of scope of EU VAT – EU Directive 2006/112/EC

This change clarifies that no VAT applies and aligns with Article 226(11) requirements for appropriate directive references. It ensures:

Improved compliance with the EU VAT Directive.
Clear, consistent messaging for customers and auditors.
This removes confusion between exempt and out of scope transactions. Applicability of Reverse Charge Mechanism (RCM) to Low-Value Goods (LVG) in B2B transactions We've enhanced AvaTax GST logic for offshore supplies of low-value goods (≤ AUD 1,000) under A New Tax System (GST) Act 1999, Subdivision 84-C, Section 84-5 (Item 4). The update ensures accurate application of the Reverse Charge Mechanism (RCM) in B2B transactions.
Importer of Record Logic: RCM now applies only when the buyer isn’t the importer of record (IsImporterOfRecord = FALSE). If the buyer is the importer of record, GST is paid at customs and recoverable.
Simplified Recovery: AvaTax assumes 100% GST recovery for LVG RCM supplies, no mixed-use configuration required.
Section 84-5(1) Item 5: Logic based on supplier belief not implemented; use Buyer VAT ID for B2B validation.

This update,

Ensures compliant RCM determination under Australian GST law
Simplifies configuration with no manual parameters
Provides consistent GST recovery for eligible supplies

AvaTax 25.11.2 — New Features

Sat, 01 Nov 2025 00:00:00 GMT

Support for Avalara Capital Avalara Capital is a new embedded lending solution within the Avalara tax compliance platform. It helps eligible customers access working capital using data from their ERP (QuickBooks Online) system and linked bank account. For details, see Avalara Capital.

AvaTax 25.10.1 — Enhancements

Wed, 01 Oct 2025 00:00:00 GMT

Enhancements to VAT/GST transactions

Enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions in Iceland and Oman. These transactions include the following:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions

AvaTax 25.9.2 — Enhancements

Wed, 01 Oct 2025 00:00:00 GMT

India GST rate update Effective September 22, 2025, the Government of India implemented changes to the Goods and Services Tax (GST) framework. These changes simplified tax slabs, reduced rates for essential goods, and imposed higher rates on luxury and sin/luxury goods.

New GST slabs:

5%: Applied to essentials and common-use goods. Items that were under the 12% slab moved to the 5% slab.
18%: Applied to general goods and services. Most items from the 28% slab moved to the 18% slab.
40%: Applied to a limited set of sin/luxury goods, such as cigarettes, tobacco, alcohol, and online gaming.

Examples of HS code updates as per the new GST slabs:

HS 24021010 (Cigars and cheroots): GST increased from 28% to 40%.
HS 96032100 (Tooth brushes including dental-plate brushes): GST reduced from 18% to 5%.
HS 25231000 (Cement clinkers): GST reduced from 28% to 18%.

The updated rates are now available in AvaTax. Improved economic nexus map We’ve enhanced the Economic nexus map to make it easier to monitor and manage your sales tax obligations across states.

The improved economic nexus map offers:

Visual thresholds: Instantly see which states have economic nexus laws and whether your sales are nearing or exceeding those limits.
Timely alerts: Get notified when you reach 80% or exceed 100% of a state’s threshold.
Direct registration: Register in a state right from the map when needed.
Weekly updates: Access the most current data directly from your Avalara Home.
Clear map views: Blue states indicate that no action is needed. Red states indicate that registration is necessary.
Deeper insights: Generate reports to understand your company's nexus exposure better.

For more information, see Economic nexus map.

AvaTax 25.9.2 — New Features

Wed, 01 Oct 2025 00:00:00 GMT

Unified user management

Avalara now offers a unified user management experience in the Avalara Portal. This streamlined UI adapts to account subscriptions and supports multiple product configurations.

The new unified user management interface provides:

1 source of users across every product
A single UI for managing users
A modern interface that resizes to narrower browser widths
Improved list sorting and filtering
Support for expanding the Avalara Portal to include more products

For more information, see User management.

Introducing AI-assisted onboarding for AvaTax

The AI-assisted onboarding introduces a simpler, smarter way to get started with AvaTax. This experience reduces complexity and provides clear guidance from the start. The AI-assisted onboarding is applicable for only new customers using Avalara AvaTax with QuickBooks Online.

AI-assisted onboarding benefits include:

Guided conversational setup: Avi, the Avalara AI assistant, walks you through configuring your tax settings.
Smart nexus recommendations: Receive proactive suggestions for where you need to register and collect sales tax.
Seamless guidance: Access clear explanations, simulations, and escalation paths so that you have clear direction.

With AI-assisted onboarding, setting up AvaTax becomes more intuitive, efficient, and supportive, helping you move toward compliance.

For more information, see Ways to set up Avalara.

AvaTax 25.8.2 — Fixes

Mon, 01 Sep 2025 00:00:00 GMT

Florida vessel repair sales tax cap

We fixed an issue where Florida’s state sales tax cap of $60,000 per vessel repair transaction wasn’t applied. This caused some marine repair industry customers to be charged more tax than Florida law requires.

With this update, Avalara AvaTax now correctly enforces the $60,000 state tax cap, ensuring compliance and accurate tax calculation for vessel repair services. Note This fix applies only to the state sales tax cap. The Florida county surtax isn’t deducted from the state-level cap.

AvaTax 25.9.1 — New Features

Mon, 01 Sep 2025 00:00:00 GMT

Support for taxability matrix in AvaTax for Accounts Payable We've enhanced AvaTax for Accounts Payable with a configurable taxability matrix that lets you control how taxes apply to purchases and expenses based on multiple business variables. With this release, you can now determine taxability not just by item type, but also by how items are used. Configure tax outcomes using combinations, such as:

Item code + cost center
GL account + cost center
Vendor + GL account You can map these combinations to Avalara tax codes, entity use codes, or mark them as taxable or exempt. You can also include User-Defined Fields (UDFs) for more flexibility. This update improves consumer use tax support by allowing you to define expected tax outcomes based on item usage, giving you a better control and consistency over purchase-side taxability.

AvaTax 25.8.1 — Enhancements

Fri, 01 Aug 2025 00:00:00 GMT

Enhancement to IOSS/OSS registration fields in AvaTax

AvaTax now support OSS/IOSS transactions in European Union (EU). We have made the following enhancements to IOSS/OSS registration fields:

Renamed fields The following fields are renamed:

The This company does business within the European Union field is renamed to This company is registered for IOSS or OSS in the European Union.

The IOSS registration number field is renamed to the IOSS identification number. The I have appointed an IOSS-registered intermediary field is renamed to This company has an IOSS-registered intermediary.

New fields The following fields are added to support OSS registrations:

OSS non-Union identification number The One-Stop Shop (OSS) non-union scheme identification number is for non-EU businesses that provide business-to-consumer services to customers in the EU without maintaining an inventory or a physical presence there.

OSS Union identification number The OSS Union scheme identification number is used by EU-based businesses that provide business-to-consumer services to customers in the EU.

For more information on these fields, see Company details for editing.

AvaTax 25.6.1 — Enhancements

Tue, 01 Jul 2025 00:00:00 GMT

Improved VAT calculation on freight AvaTax now supports improved VAT calculation on freight when provided along with the associated goods lines. When multiple VAT rates apply to the goods in a transaction, AvaTax splits the VAT on freight into separate tax details by rate.

Each VAT calculation on freight uses the same VAT code and VAT section as its corresponding goods line. This supports consistent VAT calculation and makes it easier to trace how freight charges relate to goods.

A new field at the LineDetail level returns the VAT code in a structured formatC_D_T_V_G_S. This format includes:

Country
Document type
Transaction type
VAT rate
Goods/service type
Deduction rate

For more information, see Line detail level VAT code format.

This feature also works with marketplace rules like isMerchantSellerDependency and taxDependencyLevel. It applies only to VAT countries and excludes the U.S., Canada, and India. This feature is controlled by an account-level feature flag. Contact your Customer Account Manager to use this feature. VAT enhancement setting now available for account admins Account Admin users can now view and update the VAT enhancement setting in AvaTax. Previously, this setting was available only to users with the Technical Support Admin (TSA) or Technical Support User (TSU) roles. Access permissions for TSA and TSU remain unchanged.

To update the VAT enhancement setting:

Go to Settings > All Settings > Advanced Account Settings > Manage

Users with other roles, including Account User, Company User, and Company Admin, still can't access the importer of record priority setting or the VAT enhancement configuration.

For more information, see Update Enhanced VAT calculation settings in AvaTax.

AvaTax 25.7.1 — Enhancements

Tue, 01 Jul 2025 00:00:00 GMT

Enhanced the advanced rules to use tax date for execution

Advanced rules now run based on the document's Tax Date instead of the Doc Date. This change aligns with other rule types and improves tax calculation accuracy.

New field added to review Purchase amount threshold in an Accounts Payable transaction

We’ve added the new field Review transactions greater than this amount under the Purchase amount threshold option.

If a transaction amount exceeds the threshold, ensure to review the transaction manually before tax accrual.

AvaTax 25.7.1 — Fixes

Tue, 01 Jul 2025 00:00:00 GMT

Incorrect application of the currency code replacement rule

We've fixed an issue where the find and replace before calculation rules to modify currency codes before tax calculation weren’t applied correctly.

This issue caused some transactions using codes, such as US$ to fail with an error. Now, if you set a rule to replace US$ with USD, AvaTax applies it correctly before processing the transaction.

AvaTax 25.7.3 — Enhancements

Tue, 01 Jul 2025 00:00:00 GMT

Colorado Retail Delivery Fee (RDF) not applied to $0 orders

Effective August 1, 2025, AvaTax sets the Colorado Retail Delivery Fees (RDF) to $0.00 for orders where all items are free or discounted to $0 using header level discounts.

This change aligns with Colorado state guidelines, which exempts RDF on tangible personal property that is provided free or discounted to $0.

Canada geolocation enabled in sandbox environment

We’ve enabled Geolocation for Canada in the Sandbox (SBX) environment. This is the default settings for all accounts.

The Canada geolocation feature uses GPS coordinates (latitude and longitude) to pinpoint the exact tax jurisdiction improving accuracy over traditional methods such as postal codes or city names. It ensures more precise tax calculations based on actual location data.

Improved performance during transaction import with column limit

We’ve introduced a column limit for uploaded files to optimize performance during transaction imports.

You can now upload files with up to 1,200 columns. If your file exceeds this limit, an error message appears on the Import transactions page.

Also, when you download error or result files, AvaTax includes only the columns defined in the selected template. The result file contains a maximum of 88 columns, improving performance through faster download times.

For more information on the 88 columns that appear in the result file, see the Mandatory | Optional | Deprecated | Result file output column in Transaction fields.

AvaTax 25.7.3 — New Features

Tue, 01 Jul 2025 00:00:00 GMT

Avi companion support for 3 NetSuite integrations

We've added Avi, our virtual assistant, to provide step-by-step guidance to onboard customers who use the following NetSuite integrations:

NetSuite OneWorld
NetSuite Basics
NetSuite SuiteTax

This guided support is available only for customers integrating with NetSuite and includes help for completing onboarding and performing regular maintenance tasks.

AvaTax 25.6.0 — Fixes

Sun, 01 Jun 2025 00:00:00 GMT

Fix for Bundled Item Allocation with TaxDate Override

We’ve fixed an issue where Return Order transactions that included bundled item allocation rules and a TaxDate override triggered a GetTaxError.

With this fix, AvaTax now correctly processes transactions with TaxDate overrides and bundled item allocation, without generating invalid address location errors.

Fix for Error with Multiple Points of Use Rule and Custom Entity Code

We’ve fixed an issue where transactions failed to save with a Line Info Missing error when a Multiple Points of Use allocation rule and a custom entity code were used together in an Adjust Tax request.

This fix ensures that AvaTax now processes transaction adjustments in this scenario successfully.

AvaTax 25.6.0 — New Features

Sun, 01 Jun 2025 00:00:00 GMT

New setup experience for Avalara

We’ve redesigned the Avalara setup flow to help you get started faster and manage your products with greater ease.

The updated experience includes a streamlined sidebar for quicker navigation and improved access to settings and connectors. Based on your subscription, what you see on the interface differs.

For single-product subscriptions, you need to complete setup before you can access the Avalara Home.
For multi-product subscriptions, you can set up products in any order, following recommended guidance. Configure at least 1 product to access Avalara Home.

For more information, see Avalara setup guide.

Support for adding product images to tax code mapping items

You can now upload a product image when creating or editing an item during tax code mapping.

This optional feature allows for quick visual verification of item identity. If an image is no longer needed, you can remove it at any time.

Support for changing start date for new tax reporting location

When you add a new tax reporting location in AvaTax after completing onboarding, the start date is now automatically set to the current date.

Previously, AvaTax defaulted the start date to 1 year earlier, which could create confusion or misalignment in your reports. This change helps ensure that your reporting starts from the correct date and reflects your actual business activity more accurately.

Improved handling of missing attribute data in tax rules

AvaTax now offers improved flexibility in handling tax rules by processing transactions even if some parameters from AttributeOptionsare missing in the request. This update reduces friction caused by incomplete data and ensures reliable calculation without unnecessary failures.

Previously, the missing attributes required by a tax rule’s AttributeOptions caused the transaction to fail. With this enhancement:

AvaTax assumes the missing AttributeOptioncondition doesn’t apply, and
Continues evaluating the remaining rule logic as usual.

This change significantly reduces errors and improves transaction success rates, especially in scenarios where certain product or customer data may not always be available.

The attributeApplicable and UnitOfBasis expressions must still include all required parameters.
This update only applies to the Parameterpart of AttributeOptions.

When AvaTax detects a missing AttributeOption, it will return a descriptive message in the response. This message helps the developers and integrator:

Identify which attribute was missing
Understand that AvaTax skipped applying that specific condition
Take corrective action if needed – without disrupting the transaction

Suppress Estimator-Provided HS Code from TCS response

AvaTax now supports a new customer-level setting: SuppressEstimatedHSCodes. This setting lets users control whether the AvaTax Estimator includes HS Codes in responses from the Tax Calculation Service (TCS) API.

When you enable it, AvaTax returns only the customer-provided HS Code, along with a warning. When disabled, the Estimator's HS Code is included in the response.

Suppression is enabled by default (estimated HS code won’t be returned). This setting doesn’t affect customs duties calculation. Note Existing customers must contact Avalara to enable this setting.

AvaTax 25.4.1 — Enhancements

Thu, 01 May 2025 00:00:00 GMT

Improved visibility for inherited settings from parent companies

From this release, the settings page for Settings > Where you collect tax and Settings > What you buy and sell shows you a notification indicating that the tax collection settings are inherited from the parent company. It also provides you with an option to view the parent company settings. This helps you understand that the configurations are already managed at a higher level, and any changes must be made by updating the parent company’s settings.

AvaTax 25.4.1 — New Features

Thu, 01 May 2025 00:00:00 GMT

Improved VAT liability assignment to support Saudi VAT law compliance for Articles 9 and 47

In this release, AvaTax has improved how it determines when marketplaces are considered suppliers under Saudi VAT law. The updated logic applies new rules based on supplier residency, the buyer's VAT registration status, and whether the service is classified as digital. These changes help ensure tax liability is assigned accurately, in accordance with Articles 9 and 47.

Included new videos in the AvaTax product

In this release, we've added new onboarding videos that guide users through setting up tax reporting locations and connecting their integration to AvaTax.

AvaTax 25.5.0 — Enhancements

Thu, 01 May 2025 00:00:00 GMT

Enhanced the currency conversion logic for tax calculation.

Before this release, AvaTax applied an exchange rate to tax details even when the taxed country's currency was the same as the invoice currency. This caused incorrect tax reports, especially when no currency conversion was needed.

From this release, the currency conversion happens only when the taxed country's currency is different from the invoice currency.

If the ExchangeRateCurrencyCode isn’t given, AvaTax now figures it out based on the taxed country's currency, unless it's unclear (for example, when there are multiple taxed countries with different currencies). Note If there are multiple taxed countries with different currencies and a single exchange rate, Avalara applies the invoice currency for ExchangeRateCurrencyCode.

For example,

If the invoice currency is USD and a line item is taxed in the U.S., no conversion is done.
If the same invoice has a line taxed in Canada, the tax amount is correctly converted using the given exchange rate.
If multiple lines are taxed in countries using a different currency (for example, EUR), the conversion is applied as needed.

AvaTax 25.3.1 — Enhancements

Tue, 01 Apr 2025 00:00:00 GMT

Payables menu introduced in the Avalara navigation bar In this release, we've reorganized the AvaTax for Accounts Payable menu items and renamed a few pages for better clarity and consistency. All Accounts Payable menu items are now available under a dedicated top-level menu Payables.

The following changes are made with this enhancement:

Consumer use transactions is renamed to Transaction analysis. Previously available at: Transactions > Consumer use transactions Now available under: Payables > Transaction analysis
Consumer use settings is renamed to Tax rules. Previously available at: Settings > Consumer use settings Now available under: Payables > Tax rules
Import transactions are now accessible from multiple paths.Previously available at: Transactions > Import transactions > Upload for Accounts Payable Transactions > Transactions > Import transactions > Upload for Accounts Payable Now, in addition to the previous navigation paths, you can import your Accounts Payable transactions from the following path:Payables > Import transactions

This update only changes how features are accessed. It doesn’t affect how features work. The core feature functionality of AvaTax for Accounts Payable and your data or configuration settings remain unchanged.

For more information, see What's new. Renamed the Revenue Account field in Accounts Payable In this release, we've renamed the Revenue Account field to GL Account in AvaTax for Accounts Payable transactions. Added new fields to the Tariff code item import template In this release, we’ve enhanced the Tariff code item import template by adding 2 fields, namely Is Preferred Program and Country of Manufacture.

AvaTax 25.3.1 — New Features

Tue, 01 Apr 2025 00:00:00 GMT

Scheduled reports In this release, we’ve added the support for scheduled reports in AvaTax. Use this feature to automate the generation and distribution of frequently used reports to designated recipients at set intervals, such as monthly or quarterly.

While creating a report as an account administrator or an account user, if you select Create and download the report in the background under the Select the approximate number of transactions for your report section and mark the report as a favorite, the schedule report icon will appear for that report.

By scheduling reports, you can provide regular insights into the following:

Tax liabilities: You can get regular updates on sales taxes collected or due, making tax management across multiple jurisdictions easier.
Filing calendars: You can get timely reminders and clear visibility into filing deadlines, helping you comply efficiently with tax requirements.
Exemption certificates: You can track exemption certificate statuses, expiration dates, and compliance needs, reducing business risks.

For more information, see Scheduled reports.

AvaTax Release 25.4.0

Tue, 01 Apr 2025 00:00:00 GMT

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Distribution BundleEpicor EnterpriseEpicor ExpressEpicor PreludeEpicor Profit 21 - Distribution BundleEpicor Prophet 21Epicor VantageEpicor VistaEpicor XL ConnectEpiserver CommerceEPMSEV60 EcommerceEverestExact GlobeExpandable ERPExtractor for Facebook and InstagramFacil-ITFAST SIGNS eCommerceFieldServioFinancialForce SCMFirestormFishbowlFlightFoundation 3000 by SoftrendFouraFoxy.ioFR PilotFusebillFusionRMSFutura4RetailGBMSGenius ERPGlobalEdgeGoDaddyGoECart 360GotransverseGreeneStep Business SuiteHarris Data ERPHenryScheinVet.com Shopping CartHikaMarketHikaShopHitachi SolutionsHotcakesHybris on PremiseIBM Supply Chain ManagementIBM WebSphere Commerce on CloudIBM WebSphere Commerce on PremiseiDev EcommerceIFS Applications 10Infor Distribution A+ by Maximum Computer SystemsInfor Distribution FACTS by Sequoia GroupInfor LNInfor M3Infor SX.EInfor SytelineInfor VISUAL ERP by Synergy ResourcesInfor XAInOrderInsiteCommerceIntellidealer by CDKIntelliEventIntershop 7Interworks CloudInvoicedINxSQLIptor by The Mesa GroupIQ ResellerIQMSJD Edwards Enterprise One by SmarterCommerceJD Edwards EnterpriseOneJeeves UniversalJobRunner by Pacific SolutionsJOBSCOPE ERPJustOnk-eCommerceKalioCommerceKarmak FusionKenandyKentico by GoldenCommKentico by JMAKerridge Commercial Systems by MincronKey2ActKhameleonKhameleon SoftwareKibo eCommerceKill BillKonnektive CRMLightspeed RetailLogOn ERPLS RetailMACH SoftwareMacola 10Macola ES (9.6.5-) by BSIMacola ES (9.6.6+)Macola ProgressionMainStreet Commerce BusinessFlow OMSMarketPowerPROMarketVisionMaxEXPMerchantTribe BV CommerceMetacommerceMicrosoft DynamicsAvalara for Microsoft Dynamics GPAvalara for Microsoft Dynamics NAVAX 2012AX RetailCRMMicrosoft Dynamics 365Avalara for Dynamics 365 Business CentralAvalara for Dynamics 365 CommerceAvalara for Dynamics 365 Field ServiceAvalara for Dynamics 365 for FinanceAvalara for Dynamics 365 Project OperationsAvalara for Dynamics 365 SalesMicrosoft Dynamics SL by Plumbline ConsultingMie Trak ProMirakl by AvalaraMirakl MTCMiva MerchantMiva Merchant by MivaMorphisMoversSuiteMozuNatural OrderNav-to-NetNewStoreNexternalNexternal eCommerceNitroSellnopCommercenopCommerce by GoldenCommnopCommerce by JMAOdoo 8.0 by BistaOdoo 9.0ODOO by UrsaOneBillOpenCartOpenERP 6 by NovaPoint GroupOracle ATG Web Commerce by Nvizion SolutionsOracle ATG Web Commerce by REV SolutionsOracle Commerce CloudOracle Fusion (Cloud ERP)OrderDynamicsOrdwayOXID eSalesPaid Memberships ProPaymentwallPeopleSoftPinnacleCartPixamiPK8 by Profitkey InternationalPlex Cloud ERPPowerShiftPresseroPrestaShopPriorityPRISMAdirectProcessPro ERPProductCartProgram Workshop by Internet Testing SystemPronto XiProperty Pres WizardPROWESS ERPPSG CommerceQ360QAD EEQAD SEQmerceQuoterQuoteWerksRCS eCommerce Add-on for Aptean Pivotal CRMRechargeRecurlyReliaServeResponse OMSRetail ProRETAILvantageRevindexStorefrontRMS by Retail RealmRockton ConnectRootstock for SalesforceRootstock Sales Order ManagementRubiconS2K EnterpriseS4DSSaaSOpticsSageSage 100Sage 50Avalara AvaTax for Sage 300Avalara AvaTax for Sage 500Sage Businessworks by EyemagineSage ERP X3Sage FinancialsSage IntacctSage SaleslogixSalesforceAvalara for Salesforce B2B & D2C Commerce LightningAvalara for Salesforce B2B Commerce ClassicAvalara for Salesforce B2C Commerce SFRAAvalara for Salesforce B2C Commerce SGJCAvalara for Salesforce BillingAvalara for Salesforce CPQAvalara for Salesforce Revenue CloudAvalara for Salesforce Sales CloudAvalara for Salesforce Service CloudB2B Commerce LightningB2C CommerceB2C Commerce QuickstartOrder ManagementSalesPad DesktopSalesWarpSAMPro EnterpriseSana CommerceSAP Business ByDesignSAP Business OneSAP Commerce by ArvatoSAP Commerce Cloud by ArvatoSAP ECC 5.0 and 6.0 by MuleSoftSAP ECC 5.0 and 6.0 by Step Up Systems GroupSAP ECC by DMASchema.io (Swell)SearchFitSecondPhase eCommerceService Manager for Sage 300 ERP by TechnisoftServiceMaxServiceTitanServManSharePoint AMSShift4ShopShop360ShopifyShopify PlusShopSiteShopVisibleShopware by MediaoptShopWorks OnSiteSimple Sales SystemsSirius-e by Orion SoftwareSitecore Experience CommerceSlatwall Commerce by Ten24SniperdyneSoftraxSoftSlate CommerceSolidus by Bommer DigitalSouthWareSouthware ERP by TimesaversSpectra 2013 by StudioPlusSpectrum by ViewpointSpree Commerce by Boomer DigitalSpree Commerce by Spark SolutionsSquareStax BillSticky.ioStone Edge Order Manager by Stone EdgeSTORISStripe InvoicingSugarCRMSuiteRetail POSSYSPROTeamwork POSTigerpaw SoftwareThought IndustriesTouchCRTraverse by Open SystemsTrek GlobalTrust File for AccountantsUbercart for Drupal CommerceUltraCartUpshot CommerceVirto CommerceVirtueMart by iStraxxVISION BeanStoreVolusion V1VTEXWalmartWebfortis Tax2CRMWebgilityWebJaguarWhirlwind SoftwareWHMCSWinTeamWix StoreWordPress E-commerce by AdipietroWorkdayWorkWise ERPX-CartX-Cart by Kosmos CentralXennsoftXirectYahoo! Stores by King WebmasterZen CartZnode Multifront 6.8 and later by Zeon SolutionsZnode Multifront 7.0 and later by Alynlee ProductionZoeyZoho BooksZoho CommerceZuoraWorkramp coursesAvaTax lessonsWelcome to AvaTaxCreate your basic company profileRegister to report taxAdd where you collectConnect your business application to AvaTaxAdd your locations and marketplacesMap what you sell to Avalara tax codesManage who you exemptTest your company profileManage transactionsImport transactionsImport transactions (legacy)Review and troubleshoot tax amountRun reports to reconcileMaintain your company profileManage usage, billing, users, and companiesAvalara Managed Returns lessonsWelcome to Managed ReturnsSubmit a funding Power of AttorneySchedule your returnsWork with prepayments and creditsRun reports to reconcile (Managed Returns)Review your filed returns (Managed Returns)Manage tax noticesAvalara Exemption Certificate Managment lessonsWelcome to Exemption Certificate ManagementConfigure your exemption certificate settingsUse the overview page and insights panelRun reports in ECM proAdd tax-exempt customersRequest exemption certificates from customersUse CertExpressReview and validate exemption certificatesManage your customer and certificate information using CertExpressAvalara Studio lessonsWelcome to Avalara StudioCreate an adapterCreate an appCreate a workflowAvalara 1099 and W-9 lessonsCollect and manage W-9sFile and deliver 1099sA solution for marketplacesA solution for accounting service providersAvalara E-invoicing and Live Reporting lessonsWelcome to E-Invoicing and Live ReportingSet up your accountActivate CountriesConnect your business application(ELR)Use the e-invoicing monitorMaintain your account(ELR)Avalara for Beverage Alcohol lessonsHow to check the status of a requestFind the status of a license, tax permit, or product registration codeHow to request a new licenseAdd a distributorAdd a productRequest a new product registrationRequest a label revisionAvalara Property Tax lessonsHomepage overviewProperty setupAssessor and collector accountsImportAsset managementPrepare and file returnsNotices, Assessments and appealsTax bills and paymentsReportingInformation managementProfile,security and supportAvalara Returns for Communications lessonsWelcome to Returns for CommunicationsComplete your funding Power of AttorneySet up and manage your tax returnsVerify and approve your returnsWork with prepayment and creditsAdd and manage tax noticesReview your filed returns for communicationsAvalara Tax Research lessonsIndustry-based research methodsSearch-based research methodsTaxratesAdvanced search featureTaxexplanationsTaxchartsRooftop tax ratesTaxanswersTaxexpertTaxmatrixBuild a matrixAvalara AvaTax for Tobacco lessonsUnderstand excise taxesGet started with AvaTax for TobaccoWork with transactionsReview your reportsMaintain your account(AvaTax for Tobacco)Avalara integration for Netsuite lessonsWelcome to the Avalara integration for NetSuiteInstall the Avalara integration bundleConnect Netsuite and AvaTaxConfigure Netsuite for AvaTaxMap the items you sell to Avalara tax codesManage your exempt customers (NetSuite)Validate your customer addresses (NetSuite)Add the AvaTax tax code to customersTest your integration setupReconcile NetSuite and AvaTaxAvalara License Management lessonsImport and update dataUpdate settings and preferencesUnderstand pages in Avalara License ManagementWork with licensesVendor Exemption Management lessonAdd a vendor and send exemption certificateAvalara AvaTax Cross-Border lessonsWelcome to AvaTax Cross-BorderClassify your itemsActivate your company profileUnderstand the basics of Cross-Border costsTell us where to calculate customs duties, VAT, or GSTImport and maintain your product catalogTest your Cross-Border setupConnect your business application(Cross-Border)Optimize customer checkoutTroubleshoot tax and duty amountsRun reports to reveal discrepancies (Cross-Border)Avalara Streamlined Sales Tax lessonsUnderstand the basics of Streamlined Sales TaxPrepare where you collectPrepare what you sellPrepare your exemptionsPrepare your business applicationRegister and go liveUnderstand Streamlined Sales Tax filingAvalara AvaTax for CommunicationsWelcome to AvaTax for CommunicationsMap what you sellPass accurate location informationBuild api calls for great reportsRun reports (Returns for Communications)Use customization profilesUse exclusion groupsUse bundle groupsUse advanced customizationsOverridesAvalara MyLodgeTax lessonsWelcome to MyLodgeTaxComplete Owner SetupUnderstand your lodging tax requirementsReport your revenueReview your filing and payment historyMaintain your account in my lodge taxAvalara Value-Added Tax reporting lessonsWelcome to VAT reportingSet up your organizationConfigure your general settingsAdd your VAT dataReview transaction errors and warningsUse the review tools and reportsFile your VAT returnsAvalara AvaTax for Accounts Payable lessonsWelcome to AvaTax for Accounts PayableSet up AvaTax for Accounts PayableUse AvaTax for Accounts PayableAvalara integration for WooCommerce lessonsWelcome to the Avalara Integration for WooCommerceInstall and connect the integrationMap your items to Avalara tax codesManage your exempt customers (WooCommerce)Validate your customer addresses (WooCommerce)Test your integration setupReconcile WooCommerce and AvalaraCertCapture lessonsWelcome to CertCaptureset up your companyAdd customersUpdate customer informationAdd exemption certificatesUnderstand the exemption matrixRequest exemption certificatesRun reportsAvalara Integration for QuickBooks Online lessonsWelcome to the Avalara Integration for QuickBooks OnlineConnect your accountsConfigure your integrationValidate your customer addressesManage your exempt customersMap your items to Avalara tax codesApply the Avalara tax rateTest your integration setupReconcile Avalara and QuickBooks OnlineAvalara Integration for Shopify lessonsWelcome to the Avalara for ShopifyConnect Avalara to ShopifyConfigure Avalara to ShopifyTest Avalara to ShopifyAvalara Integration for Stripe lessonsWelcome to the Avalara for StripeConnect Avalara to StripeConfigure Avalara to StripeTest Avalara to StripeAvalara Integration for Adobe Commerce lessonsWelcome to the Avalara for Adobe CommerceConnect Avalara to Adobe CommerceConfigure Avalara to Adobe CommerceTest Avalara to Adobe CommerceAvalara Integration for QuickBooks Desktop lessonsWelcome to the Avalara Integration for QuickBooks DesktopInstall the Integration and Connect Your AccountsValidate Your Customer AddressesManage Your Exempt CustomersMap Your Items to Avalara Tax CodesApply the AvaTax Tax ItemTest Your Integration SetupReconcile Avalara and QuickBooks DesktopSaveCloseClear All FiltersThis publication

AvaTax 25.4.0 — Enhancements

Tue, 01 Apr 2025 00:00:00 GMT

Importer of Record Priority setting now available for account admins

Previously, the Importer of record priority setting was available only for Technical Support Admin (TSA) and Technical Support User (TSU).

From this release, these settings are also available to Account Admin users. Access and permissions for TSA and TSU roles remain unchanged.

Account admins can use the following path to set this configuration:

Settings > All Settings > Advanced Account Settings > Manage

Other user roles, such as Account User, Company User and Company Admin, will continue to have no access to the Importer of record priority setting configuration.

Enhancements to estimate customs duties

We’ve updated how AvaTax estimates customs duties for cross-border transactions with a new account-level setting.

Previously, when HS codes were not included for an item, both the Product or service category and Detailed item description fields were required to calculate estimated customs duties.

With this release, only the Detailed item description field is required. The Product category field is now optional for cross-border estimated transactions.

The impact of this setting is as follows:

For new customers, this setting is enabled by default—no additional action is needed.
For existing customers, this setting can be updated in AvaTax or by contacting their account executive to open a support case.

This update simplifies customs duty estimation and reduces the number of required fields when HS codes are not available.

AvaTax 25.3.0 — Enhancements

Sat, 01 Mar 2025 00:00:00 GMT

Readding the location where you report tax that is set to expire

If a tax type is assigned to a state or country where you report tax is about to expire, you'll need to readd that state or country in AvaTax. During this process, you can assign the same tax type or choose a different one.

To ensure an uninterrupted tax calculation, set the new effective date of the tax type to the day after the previous tax type expires.

For more information, see Re-add a state to replace existing tax type and Re-add a country to replace existing tax type.

Enhanced the filter selection for the Payment by Jurisdiction report

For AvaTax for communication users, the Payment by Jurisdiction report under Liability Worksheet Report now includes the following enhanced filter capabilities:

You can now select all countries using the new All option in the Country field.
The Company field lets you select more than one company at a time, giving you more flexibility when generating reports.

Removed the get a recommendation link for sales and use tax type from the Colorado and Illinois states

The get a recommendation link for the sales and use tax type has been removed from the Colorado and Illinois state tiles.

Enhancements to VAT/GST transaction

Enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions in Bahrain and Thailand. These transactions include the following:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions

Partial VAT recoverability support for 12 new countries

Before this release, AvaTax supported partial VAT recoverability for the U.K., Northern Island, and 27 EU member states, that is Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, The Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, and Sweden. For the remaining jurisdictions, other than the U.S., AvaTax returned a 100% recovery.

In this release, AvaTax also supports partial VAT recoverability for Norway, Switzerland, Mexico, Japan, Australia, New Zealand, Singapore, UAE, Saudi Arabia, Malaysia, Philippines, and Turkey.

For more information, see Partial VAT recoverability.

Support for VAT Group transactions in European Union (EU)

In this release, AvaTax provides support for VAT group calculations in the EU member states.

This enhancement is applicable to the businesses that are closely related entities, such as subsidiaries or companies under common ownership. A VAT group allows such businesses to be treated as a single taxable entity for VAT purposes, which reduces the overall VAT burden and simplifies the administration of VAT. The companies within a VAT group must be established in the same EU country.

For example, let's assume Company A, Company B, and Company C are the part of a VAT group in an EU country. If Company A sells goods to Company B (within the same VAT group), the transaction won't be liable to tax, subject to certain exemptions. However, if Company A sells goods to a customer outside the VAT group, VAT is charged as usual.

As a part of this update, we’ve added the new field VAT group registration number on the Countries where you report tax page. For more information on this field, see Update countries where you collect tax.

Enhancements in Customized template fields of AvaTax for Accounts Payable

In this release, we have made the following updates to the customized template fields of AvaTax for Accounts Payable:

Added the new field Location code to the Match optional columns page.
Updated the supporting UI text for Ship-from location code and Ship-to location code fields in the Match address columns page.

Support to export country-specific tariff code status

In this release, AvaTax enables users to download an item mapping file with country-specific classification status.

As a part of this update, we’ve added the new checkbox Include tariff code status columns in the Export items box. The downloaded CSV or XLSX file of your item mapping data will appear the country-specific classification status column for your items.

Enhancement to document types in AvaTax for Accounts Payable

Earlier, Accounts Payable transactions supported only Purchase Invoice, InventoryTransferInboundInvoice, and InventoryTransferInboundOrder document types. In this release, we have added support for Purchase Order document type for Accounts Payable transactions.

With this enhancement, AvaTax now calculates the following:

Sales tax for a purchase order with AvaTax for Accounts Payable subscription
Consumer use tax for a purchase order without AvaTax for Accounts Payable subscription

Vendor-charged tax distribution from largest to smallest jurisdiction for Accounts Payable transactions

In this release, AvaTax for Accounts Payable provides support to distribute vendor-charged tax from largest to smallest jurisdictions type based on the jurisdictional size and tax rates. For more information, see Vendor-charged tax distribution.

AvaTax 25.3.0 — Fixes

Sat, 01 Mar 2025 00:00:00 GMT

Fixed an error while importing a file using What you sell and buy

An error occurred while importing a file using the What you sell and buy option. The issue was resolved by removing the special character (#) from the filename.

AvaTax 25.3.0 — New Features

Sat, 01 Mar 2025 00:00:00 GMT

Support for Integration for filing returns

We’ve enhanced the AvaTax onboarding to include the following integrations for filing returns:

Avalara Extractor for Adobe Commerce
Avalara Extractor for Amazon
Avalara Extractor for BigCommerce
Avalara Extractor for Channel Advisor
Avalara Extractor for eBay
Avalara Extractor for Etsy
Avalara Extractor for Google Shopping
Avalara Extractor for NetSuite & NetSuite OneWorld
Avalara Extractor for NetSuite SuiteTax
Avalara Extractor for QuickBooks Desktop
Avalara Extractor for QuickBooks Online
Avalara Extractor for Shift4Shop
Avalara Extractor for Shopify
Avalara Extractor for Square
Avalara Extractor for Squarespace
Avalara Extractor for Stripe
Avalara Extractor for Walmart
Avalara Extractor for WiX
Avalara Extractor for WooCommerce
Avalara Extractor for Xero

For more information on these integrations for filing returns, see Connect your integrations for filing returns.

AvaTax 25.2.0 — Enhancements

Sat, 01 Feb 2025 00:00:00 GMT

Added a new pricing strategy to the Custom duties estimation list

In this release, we have added Highest-confidence tariff code pricing strategy to AvaTax for Cross-Border Estimated subscribers. You can see this option in the Custom duties estimation list on the Countries where you report tax page. For information on Pricing strategy calculation, see Applying pricing strategy to a duty calculation.

Renamed the jurisdiction name and code for Newfoundland

In this release, we’ve renamed the jurisdiction name for Newfoundland to Newfoundland and Labrador in AvaTax to match the ISO naming standards for Canada province. Also, we’ve renamed the jurisdiction code for the province of Newfoundland and Labrador from NF to NL. For previous tax region addresses with the old NF jurisdiction code, AvaTax will map NF to NL before retrieving tax rule and rate content to ensure accurate tax calculation. With this update, for an address with country code CA (Canada), provincial code NF, and no postal code, AvaTax will calculate Harmonized Sales Tax (HST) tax for NL instead of General Sales Tax (GST).

Renamed the jurisdiction name for Yukon territory

In this release, we’ve renamed the jurisdiction name for Yukon territory to Yukon in AvaTax to match the ISO naming standards.

AvaTax API didn’t return the tax authority details for LocalJurisdictionFetch or ResolveAddress endpoints

In this release, we’ve updated the jurisdiction IDs and signature code in the AvaTax API to return the tax rates while using the LocalJurisdictionFetch or ResolveAddress endpoints.

Set a child company to a reporting or non-reporting entity

Before this release, while filing returns, the transactions of unregistered child companies appeared for the registered parent company. Hence, it was difficult to identify if a company within an organizational structure was a separate reporting entity. This happened because the API default value of the IsReporting field of the AvaTax company was False.

In this release, as a part of support for Separate Reporting Entities (SRE) in the Company Shared Service, we’ve changed the default value to True for new companies. This change doesn’t affect the existing companies.

Updated the information messages on the Select states where you're registered to report tax The revised information messages are as follows:

Page: Select states where you're registered to report tax Revised information message: Be sure to select only the states where you're already registered to report tax, which means states where you file tax returns and have a separate registration number. If you aren't sure if you're registered to report taxes in a state, skip it for now. You can always add more states later.
Page: Are you registered to report tax in these states? Revised information message: You've indicated that you're already registered and intend to file tax returns with 5 states. If you aren't sure if you're registered to report taxes in a state, consider removing it for now. You can always add more states later.
Page: Select all states and territories? Revised information message: You should select only the places where you're registered to report tax, which means that you file tax returns and have a separate registration number for each state. It's uncommon for businesses to be registered in all states and territories, even if they ship to all states and territories. If you aren't sure if you're registered to report taxes in a state or territory, consult a tax adviser or Avalara Professional Services.

Renamed the button labels of the advanced configuration settings page for integrations

The Save and Cancel button labels are renamed to Confirm and Back for the following integrations:

Avalara for Adobe Commerce
Avalara for WooCommerce
Avalara for Shopify
Avalara for Dynamics 365 Finance
Avalara for Dynamics 365 Business Central
Avalara for Microsoft Dynamics GP
Avalara for Stripe
Avalara for NetSuite
Avalara for NetSuite OneWorld
Avalara AvaTax for QuickBooks Desktop (v100.0 and higher)
Avalara AvaTax for QuickBooks Online
Avalara for BigCommerce
Avalara for Dynamics 365 Project Operations
Avalara for Dynamics 365 Commerce
Avalara for Salesforce B2C Commerce SFRA
Avalara for NetSuite SuiteTax
Salesforce CPQ
Salesforce Sales Cloud

AvaTax 25.2.0 — Fixes

Sat, 01 Feb 2025 00:00:00 GMT

AvaTax API displayed an incorrect tax override date at the header level for return order invoice or credit memo

Before this release, the AvaTax API displayed the document date as the Tax Date at the header level for return order invoices or credit memos. This issue is fixed.

In this release, all order-type documents will now display Tax Date from the tax override date at the header level.

AvaTax 25.1.1 — Enhancements

Wed, 01 Jan 2025 00:00:00 GMT

Enhancements to the Avalara's Manage Integrations page

The following enhancements are made to the Manage integration page:

When you select Connect or Add another connection option from the subscribed integration tile on the My integrations page, and if the subscribed integration has multiple versions, Avalara will displays a message with the list of active versions. You can choose to install a specific version of the integration.
After completing the integration installation, when you’re redirected for the 1st time to the My integrations page, you’ll see the following: Connection successful message: Your business application is connected to Avalara. You can customize additional settings for tax calculations from Manage settings. The recently installed integration tile is highlighted, and a call-out message appear: You have recently installed this integration.

Updated the flat rate amount for Louisiana direct marketers

Effective January 1, 2025, the flat rate for Louisiana direct marketers changed from 8.45% to 9.0%. This updated rate is now reflected in the Where you report tax in Louisiana page in AvaTax.

Enhanced rounding logic for non-decimal currencies

Before this release, the rounding errors for non-decimal currencies were discarded. With this release, the rounding errors will be distributed across line details and AvaTax will now apply rounding to currencies, such as Yen that doesn’t use decimal units.

Enhanced support for de minimis threshold calculations

A country's de minimis threshold determines if customs duties, Value-Added Taxes (VAT), or Goods and Services Taxes (GST) applies to an international shipment. Before this release, the threshold value was compared with the total LineAmount of an item to calculate the de minims. With this release, the threshold value is compared with both custom duty and taxes to calculate the de minimis.

Enhanced support for freight taxability

Before this release, the taxability of freight charge for a shipment with multiple items (both taxable and non-taxable) and tax rate (both tax and rate depends) with TaxIncluded parameter set as True, an error message was displayed: TaxIncluded is not supported in combination of Cap, Threshold, BaseRule.

With this release, the error message won’t be displayed and the tax will be calculated for freight line on the taxable and non-taxable product amount.

Support for Place of Supply (POS) rules for Ethopia and Jordan

Before this release, the default sourcing rules were applicable for Ethopia and Jordan. With this release, new POS rules for Supply of Digital Services are applicable for Ethopia and Jordan. These rules are applicable for the business-to-business and business-to-consumer transactions to determine whether a transaction is interstate or intrastate.

Redesigned Harmonized System (HS) code classification on What you sell and buy page

We’ve redesigned the What you sell and buy page for HS codes with a simplified user interface and intuitive navigation. The updates are as follows:

The following tariff code classification products have been introduced that you can use with the AvaTax engine to map items with HS codes:

Set up Managed Tariff Code Classification with AvaTax

Set up Managed Tariff Code Classification Premium with AvaTax

Set up Self-Serve Tariff Code Classification with AvaTax

You can subscribe to either of these products individually or use them in combinations if you’ve purchased multiple subscriptions. For more information, see Avalara Tariff code classification subscriptions and Multiple tariff code classification subscriptions. 2. Item and classification mapping status is improved in the following tariff code classification products:

Managed Tariff Code Classification

Managed Tariff Code Classification Premium

Self-Serve Tariff Code Classification 3. You can now map items to HS codes in bulk using Tariff code item import template. For more information, see:

Bulk import items using Managed Tariff Code Classification

Bulk import items using Managed Tariff Code Classification Premium

Bulk import items using Self-Serve Tariff Code Classification

With our enhanced HS code experience, you can classify your items to enable the accurate calculation of customs duties and import taxes. For more information on HS codes, see Harmonized System codes.

Added new options in country cards while adding countries to collect VAT, GST, or customs duties

We’ve added the following options to country cards on the Countries where you report tax page: This company is registered through a fiscal representativeUse this option if your company is registered through a fiscal representative. With this option selected, under certain circumstances, the tax authorities also require the company to appoint a fiscal representative in the target country. This tax registered company will be the local representative of the company, managing with queries and filing obligations of the company for dealings with the tax authorities. This company is registered to defer VAT payments on imports to Use this option if VAT payments on imports are deferred for the products shipped to this country.
The following options are added to the Mexico country card on Countries where you report tax page. This company is registered as a maquiladoraUse this option to confirm that your company in Mexico is registered as a maquiladora.In Mexico, maquiladora is defined as a mode of manufacturing that is established by a foreign company, involving the export of manufactured goods to the company’s origin country. Under the IMMEX program, these companies can benefit from VAT exempt import of raw materials, machinery, and equipment to be used in the manufacturing process. This company is registered for northern border region tax incentivesUse this option to confirm that your company is eligible for tax incentives in the north Mexican region.A transaction in the northern Mexican region refers to transactions that taxpayers perform in the Mexican border zones that are entitled to a credit equal to 50% of the VAT due on the transaction and that can be taken at the time of the taxable act, which results in a VAT reduction from 16% to 8%. This reduction is allowed for qualified transactions in specific regions and is subject to registration. This company is registered for southern border region tax incentivesUse this option to confirm that your company is eligible for tax incentives in the south Mexican region.A transaction in the southern Mexican region refers to transactions that taxpayers perform in the Mexican border zones that are entitled to a credit equal to 50% of the VAT due on a transaction and that can be taken at the time of the taxable act, which results in a VAT reduction from 16% to 8%. This reduction is allowed for qualified transactions in specific regions and is subject to registration.

AvaTax 25.1.1 — Fixes

Wed, 01 Jan 2025 00:00:00 GMT

Error message updated for online purchases that don’t support specific credit cards

During the online purchase of a product subscription, if you selected a credit card that isn’t supported, Avalara displayed an incorrect or blank error message indicating that the merchant account for the selected credit wasn’t set up.

This issue is fixed. Now, a detailed error message appears if the merchant account for the selected credit isn’t set up.

AvaTax 25.1.1 — New Features

Wed, 01 Jan 2025 00:00:00 GMT

Support Avalara data-set boundaries for Streamlined Sales Tax states for non-SST transactions

Before this release, if there was a transaction in a Streamlined Sales Tax state with a Streamlined Sales Tax company that has both Sales Tax or Seller Use Tax or Consumer Use Tax and Multiple tax types calculated, the tax region was determined using Avalara boundary content for all tax types.

With this release, the tax calculation determination for Streamlined Sales Tax transactions with multiple taxes is enhanced with a new configuration, EnableSSTtransactionsWithMultitaxToBeGeolocated, to enable these changes.

Now, if there’s a transaction in a Streamlined Sales Tax state with a Streamlined Sales Tax company and the transaction has both Sales Tax or Seller Use Tax or Consumer Use Tax and Multiple tax types calculated, the tax region is determined using Avalara boundary content for Sales Tax or Seller Use Tax or Consumer Use Tax types. For Multiple taxes, the tax region is determined based on the geolocation.

Addition of a refinement task for test transactions on the Avalara Home

After you connect your business application with AvaTax, you must send a few test transactions to ensure that the connection works fine and tax is calculated.

You can use the new refinement task Create test transactions to double-check your setup from the Fine-tune your tax profile section on the Avalara Home.

Support for more integrations in the AvaTax onboarding flow

We’ve enhanced the AvaTax onboarding to include the following integrations:

Salesforce CPQ
Salesforce Sales cloud

For more information on these connectors, see Connect your business application.

Added post onboarding tasks on the Avalara Home

The following post onboarding tasks are added to the Avalara Home:

Classify your products If you haven’t assigned HS codes to your products during onboarding, you will see the Classify your products option in the Avalara Home post onboarding.
Custom duty estimation If customs duty is applicable in the registered country and you’ve not selected a pricing strategy to calculate custom duties during onboarding, you can complete this task using the Custom duties estimation option in the Avalara Home.

Added support to estimate custom duties

We’ve added the Custom duties estimation list on the Countries where you report tax page for Cross-Border Estimated subscribers. If customs duty is applicable in your registered country, you can determine how to estimate duties for the missing, partial, or incorrect tariff codes. Based on your item description and the corresponding HS code, AvaTax identifies the pricing strategy as Minimum, Maximum, Median (default), and Average duty cost. For information on Pricing strategy calculation, see Applying pricing strategy to a duty calculation.

AvaTax 24.12.0 — Enhancements

Sun, 01 Dec 2024 00:00:00 GMT

Enhancement to document types in AvaTax for Accounts Payable

Earlier, Accounts Payable transactions supported only the Purchase Invoice document type.

With this release, we have added support for the additional InventoryTransferInboundInvoice and InventoryTransferInboundOrder document types for Accounts Payable transactions using VCT TaxOverrideType. AvaTax for Accounts Payable now supports the following document types:

InventoryTransferInboundInvoice
InventoryTransferInboundOrder
Purchase Invoice Enhanced the freight handling dependency option to support the state as the default freight Earlier, for all existing companies, the taxability of freight and handling depended on all line items in the document, regardless of the addresses.

With this release, for new companies, the taxability of freight and handling depends on the same destination states as the freight or handling line. To support this enhancement, theFreight handling dependencyoption on theAdvanced company settingsis updated toSales and use tax freightwith the following new options:

Freight tax depends on where physical products are being shipped
Freight tax depends on all physical products in a transaction regardless of where they're being shipped If you select theFreight tax depends on where physical products are being shippedoption, then ensure to select one of the following options:
Ship-to-State (Default)
Tax Region
Address

For more information, see Change freight and handling taxability.

AvaTax 24.12.0 — New Features

Sun, 01 Dec 2024 00:00:00 GMT

Support for AvaTax onboarding on the sandbox environment With this release, Avalara supports AvaTax onboarding on the sandbox environment for customers who have purchased AvaTax with a single connector, multiple connectors, or other Avalara products. A new banner on the Avalara Home on the sandbox environment The Avalara Home page displays the following banner for requesting migration of AvaTax settings from the sandbox environment to the production environment:

Migrate your settings to your production environment whenever you're ready. Migrate now. Simplified the connector configurations and added the advanced configurations to the Integration settings in AvaTaxWith this release, Avalara has simplified the following connector configurations and added the advanced configurations to the integration settings in AvaTax.

Avalara for BigCommerce
Avalara for Dynamics 365 Project Operations
Avalara for Dynamics 365 Commerce
Avalara for Salesforce B2C Commerce SFRA
Avalara for NetSuite SuiteTax

For more information, see My integrations and Connect your business application.

AvaTax 24.10.1 — Enhancements

Fri, 01 Nov 2024 00:00:00 GMT

Updated item import template and data type labels in the Import data page The item import template and data type labels are updated on the Import data page as follows:

The AvaTax Item label is changed to Product and Services.
The item import template labels are changed as follows: AvaTax Item – Tax code only to Standard item import AvaTax Item – Beverage Alcohol to Alcoholic beverage item import

AvaTax 24.10.1 — Fixes

Fri, 01 Nov 2024 00:00:00 GMT

Location field on the Avalara Portal timeout Before this release, the Avalara Portal would timeout if you access the Location field. This was caused due to AvaTax trying to load all the locations.

This issue is fixed. Avalara has enhanced the location field to display 10,000 locations on initial loading, and then the top 100 locations are shown when you start typing the location name. Error messages in the import history Excel file were generic Before this release, the error message in the import history Excel file was generic.

This issue is fixed. The error file is enhanced to display the error message and the error description in the Excel error file.

AvaTax 24.10.1 — New Features

Fri, 01 Nov 2024 00:00:00 GMT

Option to select only incorrect currency in transaction report With this release, a new Include only transactions that are in the incorrect currency checkbox is added to the Currency field for the following transactions reports:

Sales tax document data export
Consumer use tax documents data export
Reverse charge, VAT & all taxes data export

When this option is selected and the countries are U.S. or Canada, the report includes only those transactions where the currency doesn’t match U.S. or Canadian dollars.

For example, for U.S., the report includes only those transactions where the currency isn’t in U.S. dollars. AvaTax support for Alaska Remote Seller Sales Tax Commission With this release, AvaTax supports Alaska Remote Seller Sales Tax commission customers. A new, I’m registered with the Alaska Remote Seller Sales Tax Commission checkbox is added on Add taxes you’re registered to report in Alaska page.

Many customers are registered with the Alaska Remote Seller Sales Tax Commission, where a single registration covers 50+ jurisdictions. Currently, users have to select each of those jurisdictions manually. With this enhancement, all jurisdictions associated with that registration type are selected automatically.

AvaTax 24.11.0 — New Features

Fri, 01 Nov 2024 00:00:00 GMT

Added support for creating the product taxability custom rule for lodging customers

Earlier, the multiple tax rule supported only the Rate Override and Exempt Entity custom rules for Lodging customers.

With this release, Avalara supports the Product Taxability custom rule for Lodging customers.

The taxability custom rule allows you to select the tax type, tax subtype, and rate type for multiple taxes.

AvaTax 24.10.0 — Fixes

Tue, 01 Oct 2024 00:00:00 GMT

Incorrect sales tax was calculated for transactions involving shipping from Japan to Colorado

Before this release, while shipping products from Japan to Colorado, the total sum of line items in the transactions didn't match with the total sum of the jurisdictional taxes.

This issue is fixed. The total sum of line items in the transactions now matches with the total sum of the jurisdictional taxes.

TaxAmountByTaxType override shows an incorrect error description

Before this release, when a user sent a CreateTransaction API request with a TaxAmountByTaxType override rule, AvaTax displayed an incorrect error description.

This issue is fixed. AvaTax now displays the correct description for the error.

Currency code and exchange rate weren’t factored in for transactions with tax override rules

Before this release, Tennessee's sales and use tax content had rate override rules involving thresholds and caps. The threshold and cap amounts represent the U.S. dollars, but AvaTax didn't factor in the transaction currency code when applying these rules.

This issue is fixed. Now, when tax content involves rates such as fees, caps and thresholds, the currency values are identified with the currency code for the currency in which it was stored.

Incorrect freight tax is shown when there’s a tax override for Streamlined Sales Tax transactions

Before this release, AvaTax displayed incorrect freight tax for Streamlined Sales Tax transactions with tax override.

This issue is fixed. The Tax Depends line now shows the taxable amount based on the taxable and non-taxable amounts of other physical lines in the Streamlined Sales Tax transactions.

AvaTax 24.10.0 — New Features

Tue, 01 Oct 2024 00:00:00 GMT

AvaTax displays popup alerts

With this release, we have added popup alerts for the following tasks:

Deactivating a user
Deactivating a company

In addition, when you’re modifying a company code, AvaTax displays an information message.

Enabled live chat with implementation agents to assist customers

With this release, we have enabled live chat sessions with implementation agents to assist all customers on the following pages during the AvaTax onboarding:

Welcome to Avalara
Create a company
Where you report tax
Connect your business application
Fine-tune your tax profile on the Avalara Home

Support for partial VAT recoverability

With this release, AvaTax provides support for partial VAT recoverability on purchase transactions.

With this update, effective November 1, 2024, the partial VAT recoverability will be supported for the U.K., Northern Island, and 27 EU member states. For the remaining jurisdictions, other than the U.S., AvaTax will return 100% recoverability.

The following fields are added to the Purchase invoice document type for partial input VAT recoverability:

Recoverable: Displays the amount of input tax that can be recovered.
Non-recoverable: Displays the amount of tax that can’t be recovered.
Recoverable %: Displays the percentage of tax that can be recovered in the specific tax jurisdiction based on the tax provisions.

With this update, we have provided support to customize the recoverability percentage based on your business requirements. To set a customized recoverability percentage on your purchase transactions, you can set the Recoverability percentage field in the Find and Replace Before Calculation advanced rule supported by AvaTax. For more information, see Partial VAT recoverability.

AvaTax 24.9.1 — Enhancements

Tue, 01 Oct 2024 00:00:00 GMT

Enhancements to VAT/GST transactions Enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions in Argentina and Ecuador. These transactions include the following:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions The exported custom tax rule file now includes new columns With this release, when you export a custom tax rule file, the exported file includes the following new columns:
Tax Type
Tax Subtype
Rate Type
What jurisdictions does this rule apply to?
Created Date
Last Modified Date
Last Modified By A phone number is a required field in the company profile for ECM and AP users With this release, Exemption Certificate Management (ECM) and Accounts Payable (AP) users must enter their phone numbers while creating a basic company profile. Error messages are updated for specific conditions while importing items With this release, Avalara has enhanced the error messages that appear for the following conditions while importing items:
Condition: Import doesn’t have a tax code or long description but does have a product or service category.Error Message: Your spreadsheet doesn’t include Avalara tax codes and may not include enough information for accurate recommendations. Avalara recommends adding at least a long description.
Condition: Import doesn’t have a tax code or product or service category but does have a long description.Error Message: Your spreadsheet doesn’t include Avalara tax codes and may not include enough information for accurate recommendations. Avalara recommends adding at least the Product or service category.
Condition: Import doesn’t have a tax code, long description, or product or service category.Error Message: Your spreadsheet doesn’t include Avalara tax codes and may not include enough information for accurate recommendations. Avalara recommends adding at least a long description and Product or service category. Enhanced the AvaTax onboarding workflow to support multiple connectors With this release, Avalara has enhanced the AvaTax onboarding workflow to support multiple connectors.

For more information, see Onboard AvaTax Workflows. Enabled the Exemption certificate options menu for the VEM Pro and VEM Premium subscriptions With this release, Avalara has enabled the Exemption certificate options menu under Settings on the Avalara Portal, for users that have the Avalara Vendor Exemption Pro (VEM Pro) and Avalara Vendor Exemption Premium (VEM Premium) subscriptions.

AvaTax 24.9.1 — Fixes

Tue, 01 Oct 2024 00:00:00 GMT

Incorrect status code for all document types in response fields for AP transactions Before this release, AvaTax transactions returned the AP status code in API response for all document types.

This issue is fixed. Now, AvaTax transactions display AP status with status code only for purchase transactions with vendor-charged tax.

AvaTax 24.8.1 — Enhancements

Sun, 01 Sep 2024 00:00:00 GMT

Enhancement to the Manage Integration page

We’ve enhanced the Manage Integration page. The updates are as follows:

The Discover Integrations tab is renamed to All Integrations.
The display of the Connector and Extractor tiles now depends on the certain scenarios, as described in the following table:Show 102550100 entriesSearch:ColumnScenariosTilesFilter results...0 rows foundExport to ExcelExport to CSVTable 1. Connector tiles scenarios ScenariosTiles Filter0 rows foundFilter0 rows found

If you’ve purchased the connectors but haven’t connected them, the connector tile displays the following: Connector logo Connector Name View installation guide link Connect button if there's a connector URL Download button if there's a download version of the connector Know more button if there's no connector URL

If you’ve purchased and connected the connectors, and the connector configuration is simplified, the connector tile displays the following: Connector logo Connector Name Integration Company name Avalara Company name Last data refresh date Manage settings button Add another connection button Installed version number and Version info link if multiple versions of the connectors are present.

If you've purchased and connected the connectors, and the connectors configuration isn’t simplified, the connector tile displays the following: Connector logo Connector Name Message Login to your business applications to manage your connector settings Last data refresh date Add another connection button Version info link if multiple versions of the connectors are present

The Extractor tiles have been redesigned and the icon is included on each tile. Select this icon to display the options that you can select to perform the required actions associated with each tile.

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Redesigned the What you sell and buy page

We’ve redesigned the What you sell and buy page. The updates are as follows:

The Status column displays the following statuses for item details: No Status or blank status Complete Missing Item details Ready for review Uncategorized Working on recommendations
For some statuses, one of the following action links appear that you can select to complete an action: Update status Edit item Review recommendation Find a tax category
You can bulk import items using the Avalara Item - Tax code only template. Ensure you follow the AvaTax Item-Tax code only template guidelines before importing the items. For more information on bulk import, see bulk import items.
Avalara provides tax category recommendations. For the most accurate recommendations, you must provide information such as the Item name, product or service category, and a detailed description of the item. For more information on tax category recommendations, see tax category recommendations.
You can use the taxability matrix to create, download, and export the taxability matrix for information on items for each jurisdiction in which you sell. For more information on the taxability matrix, see taxability matrix. Note The newly redesigned What you sell and buy page is available only to users without a custom duty subscription.

Users with a custom duty subscription will see the existing What you sell and buy page.

For more information, see Categorize your products for precise tax calculations.

AvaTax 24.9.0 — Enhancements

Sun, 01 Sep 2024 00:00:00 GMT

Enhancements to Review calculations section for VAT countries The Review this calculation feature is enhanced to support VAT calculations.

Earlier, this feature supported sales and use tax calculations with limited support for other tax types.

With the support of VAT calculations, the following fields are introduced at the line level of transactions:

Importer of record
Permanent Establishment
Seller's VAT ID
VAT Deminimis
Place of Supply
VAT Number used
Place of goods/services rendered
Marketplace Deemed Supplier
Advance rule to populate based on the advance rule applied Improved transaction rule performance by applying line limitations for advanced rule We’ve improved the performance of the Bundles items allocation and Multiple points of use allocations advanced transaction rules by applying the limit of 100 allocations per rule. Enhanced the tax override to prioritize the fee at the document-level tax override Earlier, Tax overrides to prioritize Unit of Measure over Per Currency Unit for multiple tax transactions were only supported for line-level tax overrides.

With this release, we are supporting document-level tax overrides to prioritize Unit of Measure over Per Currency Unit for multiple tax transactions.

For more information, see How do I override the tax on a transaction? The GetTaxResult API now returns the line details and summary Earlier, on passing detailLevel <= Summary in the GetTaxResult API, the API removed the tax lines from the response, and only retained the tax summary.

With this release, the GetTaxResult API returns both the tax line details and summary in the response.

AvaTax 24.9.0 — Fixes

Sun, 01 Sep 2024 00:00:00 GMT

The VAT code displayed an incorrect rate As per the issue, after adding a tariff code for cross-border transactions, AvaTax incorrectly displayed the 20% estimated rate in the VAT code instead of the zero percent rate. This issue existed for cross-border transactions in the Delivered At Place (DAP) scenario, where duties and taxes are paid by the buyer at delivery.

The issue is now fixed, and AvaTax displays the zero percent rate for a VAT code in cross-border transactions. Inaccuracy in reporting tax field values for combined HST transactions As per the issue, for combined HST transactions in Canada, there was a mismatch between the tax amount in the document-line detail and reporting tax detail. This issue existed because the values in the Tax Detail ReportingTax and ReportingTaxCalculated fields of the CreateTransaction and AdjustTransaction APIs displayed the provincial tax amount.

The issue is now fixed by updating the values of the Tax Detail ReportingTax and ReportingTaxCalculated fields to display the combined HST tax amount (sum of GST + provincial tax). This fix is for the user accounts using combined HST for calculating tax in HST Canadian provinces.

AvaTax 24.7.1 — Enhancements

Thu, 01 Aug 2024 00:00:00 GMT

Colorado retail delivery fee report renamed to Retail delivery fee

As Avalara supports Colorado and Minnesota retail delivery fees, we’ve renamed the Colorado retail delivery fee report in the Sales tax document reports category to Retail delivery fee report.

When you select the Retail delivery fee report from the Sales tax document reports category, only Colorado and Minnesota states appear in the Region list. The default selected state is Colorado.

For more information, see Transaction report category and report types.

Redesigned the Where you collect tax page for legacy AvaTax users TheWhere you collect taxpage in Avalara Portal is redesigned for legacy AvaTax users. The updates are as follows:

You can select tax types and additional tax types for each state in the respective state-selection tile.
You can perform a bulk edit of effective dates and bulk delete operations.
You can perform export operations at the country, state, and local jurisdictions levels.

Enhancements to AvaTax for Accounts Payable import transactions

The following enhancements are made to the transactions import functionality in AvaTax for Accounts Payable:

Support for XLSX file format for import transactions Accounts Payable now also supports the XLSX format for download templates and import Account payable transactions in the XLSX format. Before this release, only CSV format files were supported to import transactions.
Support for 50 user-defined fields AvaTax for Accounts Payable now supports 50 user-defined fields, both at line-level and document-level.
Updates to the Total tax and TaxableAmount fields

The Total Tax field is renamed to Vendor Charged Tax. The Vendor Charged Tax field is moved from line-level Details to the Recommended category. The TaxableAmount field is renamed to Amount.

Display of company name on Import transaction pages for Accounts Payable The company name now appears on all pages while importing consumer use transactions. In addition, we have also provided support to switch to other registered companies from the home page while importing transactions.

Enhancements to VAT/GST transactions

Enhanced the business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions in Israel and Peru. These transactions include the following:

Domestic sale or purchase of goods or services
Domestic supply or purchase of digital services
Export of goods or services
Import of goods or services
Marketplace-deemed supplier
VAT on low-value goods
Domestic sale or purchase of event admissions

AvaTax 24.7.1 — Fixes

Thu, 01 Aug 2024 00:00:00 GMT

A custom rule created with product taxability for India GST didn’t work

Avalara has fixed this issue by implementing the following. While creating a custom rule, theSave tax rulebutton remains disabled if all the following conditions are true:

You've set an effective date for India GST.
You’ve created a custom rule with product taxability or a base override rule type for India GST.
You’ve assigned an effective date for the custom rule same as the India GST effective date or after the India GST effective date.

In addition, when you select India from the country list, the following error messages appear based on the rule applied:

For base override rule: Base override rules can’t be used for India
For product taxability rule: Product taxability rules can’t be used for India Note If India GST is enabled then HS code is required for creating Custom rules.

AvaTax 24.7.1 — New Features

Thu, 01 Aug 2024 00:00:00 GMT

Connector configurations are simplified, and the advanced configurations are added to the Integration settings in AvaTaxWith this release, Avalara has simplified the following connector configurations and the advanced configurations are added to the Integration settings in AvaTax.

Avalara for Adobe Commerce
Avalara for WooCommerce
Avalara for Shopify
Avalara for Dynamics 365 Finance
Avalara for Dynamics 365 Business Central
Avalara for Microsoft Dynamics GP
Avalara for Stripe
Avalara for NetSuite
Avalara for NetSuite OneWorld
Avalara AvaTax for QuickBooks Desktop (v100.0 and higher)
Avalara AvaTax for QuickBooks Online

For more information, see My integrations and Connect your business application.

New AvaTax reports

With this release, we’ve added the following new reports:

Two new Transaction reports under the Consumer use tax document data export category. These reports are available to users with the Accounts Payable subscription.

Consumer use tax accounts payable doc export report: This report displays the document-level details of accounts payable transactions. Consumer use tax accounts payable line detail export report: This report displays the line-level details of accounts payable transactions, separated by jurisdiction rate.

For more information, see Transaction report category and report types.

A new Liability and tax returns report under the Liability worksheet report category. This report is available to users with the AvaTax for Communication subscription. Telecom Report Package report: This report displays the telecom tax return information for each state or province.

For more information, see Liability and tax return category and report types.

A new banner on the Find your integration page on the Sandbox for Integration users

The Find your integration page on the Avalara Portal displays the following banner for integration users working in the sandbox environment:

You are working in your sandbox environment.

AvaTax 24.8.0 — Enhancements

Thu, 01 Aug 2024 00:00:00 GMT

The installation guide opens in a new browser tab Before this release, during the AvaTax onboarding flow, when you selected the View installation guide on the Connector tile, the installation guide opened in the Help panel.

With this release, the installation guide opens in a new browser tab. Enhancements to where you collect tax pageWith this release, Avalara has made the following enhancements to theWhere you collect taxpage.

Updated the warning message and highlighted the Tax ID option with red color on Where you collect tax and Countries where you report tax page.
Renamed the Delete button to Delete taxes for the bulk delete operation in the How you report tax in state page.

AvaTax 24.8.0 — Fixes

Thu, 01 Aug 2024 00:00:00 GMT

Unable to delete the local jurisdictions where you collect and pay tax When deleting a state as the place where you collect and pay tax, if local jurisdictions exist for the state, AvaTax displays the CannotDeleteParentBeforeChildNexus error.

We’ve fixed this issue by implementing the following:

If the local jurisdiction's effective and end dates are included in the state jurisdiction date range, the local jurisdiction is deleted.
If the local jurisdiction's effective and end dates aren’t included in the state jurisdiction date range and no other state jurisdictions include the date range, the local jurisdiction is deleted.

AvaTax 24.8.0 — New Features

Thu, 01 Aug 2024 00:00:00 GMT

Added the combined HST tax rate feature for Canada transactions in AvaTax The advanced account settings in AvaTax are enhanced with the new combined Harmonized Sales Tax (HST) feature for Canada transactions. With this feature, you can view a combined HST rate that consists of the following:

5% federal component, General Sales Tax (GST)
8% or 10% provincial component, Provincial Sales Tax (PST)

Users with specific roles, such as technical support and account administrators, can enable the combined HST feature by setting an effective date.

For more information, see Combined HST tax rate for Canada transactions. Renamed the What you sell menu to What you sell and buy for Account Payable subscription With this release, the What you sell menu for Account Payable users is renamed to What you sell and buy.

AvaTax 24.6.1 — Enhancements

Mon, 01 Jul 2024 00:00:00 GMT

AvaTax for Accounts Payable Enhancements With this release, AvaTax for Accounts Payable supports the self-assessment of provincial taxes on purchase transactions in Canada. The accrual of provincial taxes for Accounts Payable transactions is only supported by British Columbia, Manitoba, Quebec, and Saskatchewan provinces in Canada.

With this update, if the seller isn’t registered to collect provincial taxes in the buyer's province, the buyer can self-assess the provincial taxes and validate the GST charged by the seller.

For more information, see Provincial taxes on purchase transactions in Canada. Modified the description for the What you sell tile on the settings pageWe’ve updated the description for theWhat you selltile in theSettingspage that appears on the Avalara PortalSettings > All settingsmenu.

For accounts with Avalara Cross-Border or Avalara Managed Tariff Code Classification subscription, the description is as follows: Categorize items from your product catalog by assigning Avalara tax codes and tariff codes.
For accounts without Avalara Cross-Border or Avalara Managed Tariff Code Classification subscription, the description is as follows: Categorize items from your product catalog by assigning Avalara tax codes. Items that don't have a tax code assigned are treated as fully taxable physical products (sometimes called 'tangible personal property'). Added the current connection state of an integrationAvalara displays the current connection state for each integration in theIntegration overviewtile that appears on theFind your integrationpage on the Avalara PortalSettings > Integrationsmenu.
For the connectors that are purchased but not connected, you'll see Connect.
For the connectors that are purchased and connected, you'll see Connected.
For the connectors that haven’t been purchased, you’ll see Submit case to initiate the purchase process.

AvaTax 24.7.0 — Fixes

Mon, 01 Jul 2024 00:00:00 GMT

Incorrect tax amount reported for transactions with a refund request and distributed discount amount Avalara has fixed this issue by applying a percentage refund to reduce the distributed discount amount and the percentage refund to reduce the line amount. For example, for an invoice with the line amount of $100 and the discount amount of $10, the taxable amount = (50%*100) – (50%*10). Error reported for multi-tax transactions with multiple lines and OutOfHarbour override in states with no sales tax Avalara has fixed this issue by allowing document-level OutOfHarbour tax override distribution with multi-tax calculation for Sales and Use Tax in the states with no sales tax (NOMAD states). Incorrect Chicago amusement tax calculated on transactionsAvalara has fixed this issue by:

Remapping the Chicago amusement tax from Sales and Use/ALL/ALL to Amusement/Amusement/Amusement, and
Supporting the Chicago amusement tax as a destination-sourced tax, if the destination address is within the City of Chicago.

AvaTax 24.7.0 — New Features

Mon, 01 Jul 2024 00:00:00 GMT

Added the Billing option under the Account menu During the AvaTax onboarding flow, you can select the Billing option under the Account menu to access your current account page in your production environment.

For more information, see Manage billing.

AvaTax 24.6.0 — Enhancements

Sat, 01 Jun 2024 00:00:00 GMT

Improved transaction performance for multiple advanced rules We’ve improved the performance of transactions using multiple advanced rule executions and lookup files. Updated the contact support link on the Contact page Earlier, the Contact page displayed the text Submit a support case and selecting the link redirected the users to open a support case in the legacy support portal.

Now, the text is updated to Contact Support and selecting the link redirects the users to the Avalara Global Support Portal (GSP).

AvaTax 24.6.0 — Fixes

Sat, 01 Jun 2024 00:00:00 GMT

Users unable to complete where you report tax for some states in the Select states where you're registered to report tax page We’ve fixed the issue where users with primary location in states, such as Delaware, Montana, New Hampshire, and Oregon that don’t have sales and use tax were unable to complete where you report tax. When users selected these states in the Select states where you’re registered to report tax page during the AvaTax Onboarding setup flow, they were unable to complete where you report tax. The Tax type column didn’t indicate the correct tax type on the How you report tax in the state page We’ve fixed the issue where the Tax type column didn’t reflect the correct tax type selected from the How should sales and use tax be calculated in this state? section on How you report tax in the state page.

AvaTax 24.6.0 — New Features

Sat, 01 Jun 2024 00:00:00 GMT

Support for Minnesota retail delivery fee Effective July 1, 2024, Minnesota is imposing a $0.50 retail delivery fee that applies to certain transactions involving retail deliveries in Minnesota. Avalara supports this change in the retail delivery fee for Minnesota. For additional details on how Avalara supports the change in the retail delivery fee, see Minnesota Retail Delivery Fee.

For more information, see Minnesota’s publication on the Retail Delivery Fee. Support for the place of supply rules for Zambia Effective July 1, 2024, Avalara supports the place of supply rules for Zambia. These rules are applicable for the business-to-business and business-to-consumer transactions to determine whether a transaction is interstate or intrastate.

AvaTax 24.5.0 — Enhancements

Wed, 01 May 2024 00:00:00 GMT

Enhancement in reverse charge tax for transactions in India Before this release, AvaTax displayed only the input tax line detail for transactions in India where the reverse charge was applicable. However, for countries other than India, AvaTax displays both input and output tax line details.

With this release, AvaTax will display both input and output tax line details for India.

For more information, see Reverse charge. Enhancement of freight line transactions With this release, the following enhancements are made to freight line transactions:

If you shipped products to a country outside the United States with goods and a freight line in a transaction and freight is zero, then instead of applying a zero rate to the freight line, freight will follow the goods line taxability.
For transactions with a rate type Out of scope (O), the amount appears in a Non-taxable field instead of the Exempt field. Enhancement to the freight rules for additional tax type in AvaTax We’ve enhanced the freight rules for the additional tax types. While using the dependent options in any combination of (TaxDepends, RateDepends, TaxHinge, RateDependsSum, or TaxHingeSum) and when there are no applicable tax details for additional tax types dependent freight rules, AvaTax doesn’t calculate the freight rules for additional tax types on the freight line.

The freight rules remain unchanged for sales and use tax and VAT while using the dependent freight rules. Avalara Business Licenses users are granted access to AvaTax Onboarding We have removed restrictions on AvaTax Onboarding for user accounts that are subscribed to AvaTax and Avalara Business Licenses. Ease of navigation between the states and local jurisdiction While adding local jurisdictions for many states, AvaTax allows you to save the local jurisdictions and then switch to adding other states and their local jurisdictions. AvaTax Onboarding support for AvaTax customers with subscription to other productsWe’ve removed the restrictions on AvaTax Onboarding such that AvaTax users having the subscription of other Avalara products can now access the AvaTax Onboarding flow.Note If you have purchased Avalara Sandbox, then you have the existing AvaTax workflow and not the AvaTax Onboarding flow. A new message is added for AvaTax users with few products We’ve added a message: You're on your way! for users who have subscribed to AvaTax with any of the following products:

Avalara Exemption Certificate Management (Pro, Essential, or Premium)
Avalara AvaTax for Communications
Avalara Managed Tariff Code Classification
Avalara Streamline Sales Tax
Avalara Electronic Data Interchange
Avalara Tax Research
Avalara MyLodgeTax
Avalara Premium Managed Returns Service

This message appears after the onboarding is completed and before the Avalara Home appears. The message appears only once and doesn’t appear when you return to the Avalara Home. Updated the message for users when they select the Not now button If you’re a user who has subscribed to AvaTax with only a single connector and any of the following products:

Avalara Exemption Certificate Management (ECM – Pro, Essential, Premium, or Enterprise)
Avalara AvaTax for Communications
Avalara Managed Tariff Code Classification
Avalara Streamline Sales Tax
Avalara Electronic Data Interchange
Avalara Tax Research
Avalara MyLodgeTax
Avalara Premium Managed Returns Service

We've updated the pop-up message: You can't send transactions to Avalara for tax calculation until your business application is connected when you select the Not now button on the Connect to Avalara page. Updated the message for users while deleting a state for additional tax types We’ve updated the confirmation message that appears when an AvaTax user deletes a state without deleting the local jurisdiction for the additional tax types on the How you report tax in the state page. Updated the message on the Select states where you're registered to report tax page We’ve updated the confirmation message on the Select states where you're registered to report tax page for the following scenario:

When the user selects the Select all option.
When the user selects the checkbox corresponding to the state and selects the Next button.

AvaTax 24.5.0 — Fixes

Wed, 01 May 2024 00:00:00 GMT

AvaTax for Communications and Managed Returns users couldn’t add an international business address

We’ve fixed an issue where AvaTax users who have subscribed to only AvaTax for Communications and Managed Returns couldn’t add the international business address in the Tell us about your company page.

AvaTax calculated the Louisiana sales tax incorrectly

We’ve fixed an issue where changing the tax type from As a remote seller to As an in-state dealer led to an incorrect tax calculation for Louisiana sales tax.

Unable to re-authorize the connection for the Extractors

When the user selects the Regenerated API key on the My Integration page, the API call to generate the API key failed with an error. We’ve fixed this issue by configuring the data source properly when the user tries to set up the extractors.

AvaTax 24.5.0 — New Features

Wed, 01 May 2024 00:00:00 GMT

Support for Streamlined Sales Tax users in AvaTax Onboarding AvaTax Onboarding now supports the following tasks for the Streamlined Sales Tax (SST) users:

View the tax type Sales Tax (SST Volunteer) or Sales Tax (SST non-volunteer) in the tax name column for the SST states in the States where you report tax page.
Add local jurisdiction only in these 3 SST states - New Jersey(NJ), Wisconsin (WI), and Wyoming (WY).
Add local jurisdictions for only the additional tax types in all the SST states.

For more information, see Update states where you collect tax.

AvaTax 24.4.0 — Enhancements

Mon, 01 Apr 2024 00:00:00 GMT

AvaTax onboarding flow support for additional connectorsWe’ve enhanced the AvaTax onboarding to include the following connectors:

Adobe Stripe Invoicing
NetSuite Basic
NetSuite OneWorld
Adobe Commerce

For more information on the connectors, see Connect your business application.

AvaTax 24.4.0 — Fixes

Mon, 01 Apr 2024 00:00:00 GMT

The Location code field in the Marketplace rule shows the status as undefined instead of an empty string or a value

Fixed an issue with the Marketplace advanced rule where the Location code field is showing undefined instead of an empty string or a value. Enter a valid location code before saving the rule.

The fix doesn’t impact the existing rules. However, if you notice an existing marketplace rule with an undefined location code, edit and save the rule with a valid location code. API transaction having a zero amount line item is shown as nontaxable even if the item is taxable Fixed an issue in the API transaction where the Is Item Taxable field update wasn’t working if the Line Amount field has a zero amount and the line item shows nontaxable even if it was taxable.

Now, AvaTax checks the normal taxability of a zero-amount item and updates the Is Item Taxable field for any of the following conditions:

The TaxableAmount field is nonzero
The TaxableUnits field is nonzero
The ProductTaxabilityRule field has a value not equal to 0, and the TaxableUnits field isn't zeroed out due to a Threshold setting. In addition, if the ExemptEntityRule field is applicable, its value isn’t equal to 0.
A nonzero tax override on the line item with an override type such as TaxAmount, OutOfHarbor, or TaxAmountByTaxType.

AvaTax 24.3.0 — Enhancements

Fri, 01 Mar 2024 00:00:00 GMT

Connector installation can be done post onboarding We can now skip connector installation during the AvaTax onboarding flow and resume this step from the Avalara Home page.

For more information, see Complete your connector installation.

AvaTax 24.3.0 — Fixes

Fri, 01 Mar 2024 00:00:00 GMT

F&RAC rule not updating the Is Item Taxable field for Sales Orders We’ve fixed the issue of the Find and replace after calculation (F&RAC) advanced rule where the Is Item Taxable field update wasn’t working for Sales Orders. Bundled items allocation rule not updating the Is Item Taxable field for Sales Orders We’ve fixed the issue of the Is Item Taxable value when the Bundled items allocation advanced rule has a combination of taxable and nontaxable items.

AvaTax 24.3.0 — New Features

Fri, 01 Mar 2024 00:00:00 GMT

New onboarding flow for Managed Returns Managed Returns users have a new guided workflow for onboarding. Using this new onboarding flow they can onboard themselves without assistance from the Avalara team.

For more information on the Managed Returns guided workflow, see Avalara Returns Onboarding.

AvaTax 24.2.0 — New Features

Thu, 01 Feb 2024 00:00:00 GMT

Infotip included for a few counties in the Company location and marketplace pageIn theCompany location and marketplacepage, we’ve included the following infotips:

For San Diego, we’ve included an infotip for the Certificate number field.
For Las Vegas, we’ve included an infotip for the Registration number field.
For Collier, we’ve included an infotip for the Account number field. Included option to add a user from the Welcome page of the AvaTax onboarding flow We’ve included the Invite user option in the Welcome page for the AvaTax Onboarding flow.

An AvaTax administrator can use the Invite user option to assign the AvaTax onboarding flow tasks to other users.

AvaTax 24.1.0 — Enhancements

Mon, 01 Jan 2024 00:00:00 GMT

Enhancement to $0 tax amount tax overrides

Previously, AvaTax reported the taxability for a line item with the $0 tax override as nontaxable.

With this release, AvaTax determines whether a line item with the $0 tax override is taxable or nontaxable based on the following scenarios:

All purchase and inventory transfer documents: For these documents, the $0 tax override indicates that the vendor didn’t charge tax. However, the item can still be taxable for consumer use tax.
Sales documents for very low-priced items, where the AvaTax-calculated tax amount is $0: For these documents, the $0 tax override is possible because the tax is so low that AvaTax rounded down the tax to 0, but the item is still taxable. For more information, refer toHow can I override the tax on a transaction?

AvaTax 24.1.0 — New Features

Mon, 01 Jan 2024 00:00:00 GMT

Description field is added to the document header of a transaction We’ve added a new field, Description, to the document header of a transaction. While creating a transaction, you can enter the description of the transaction in this field. The description field appears when you edit or view any transactions. Support for Managed Tariff Code Classification Premium service We’re now supporting a new service, Managed Tariff Code Classification Premium. The existing Managed Tariff Code Classification service includes the HS code for the requested country of import. However, with the Managed Tariff Code Classification Premium service, we’ll be returning the HS code and the rationale behind the HS code, which includes different types of rulings, references, and related research.

For more information on Managed Tariff Code Classification Premium, see Managed Tariff Code Classification Premium. New AvaTax Onboarding flow For a new customer, we’ve enhanced the AvaTax onboarding flow. The new AvaTax onboarding flow has 3 steps during onboarding, create a company profile, add where they collect and pay tax, and connect their integration to Avalara.

For more information on the new AvaTax Onboarding flow, see AvaTax Onboarding.

AvaTax 23.12.0 — Enhancements

Fri, 01 Dec 2023 00:00:00 GMT

Enhancement to Florida Discretionary Surtax calculations

We’ve implemented a new tax rule option, LineQuantity1 in the Tax rule import template. The new tax rule option supports the Product taxability and Rate override rules. The new parameter LineQuantity1 is available in the Options field of the Tax rule import template. For more information, refer to How does Avalara handle the FL Discretionary Surtax? and Tax rule guidelines for import templates.

Enhancements to the exported file to include new columns

With this release, we have made the following enhancements to the exported file:

The export XLSX or CSV file, when using the Where you collect tax > Export all tax types option, includes new columns for JurisName, JurisType, Tax Type, and Tax SubType/Tax Name.
The export XLSX or CSV file, when using the Company locations and marketplace > Export locations option, includes new columns for ZIP Code, City, State, Region, and attributes in each location.

Manage your integration page displays an error message when extractor provisioning has failed

If you have set up an extractor successfully, but the provisioning has failed. The data source ID appears on the Manage Your Integration page along with a message indicating that you don’t have an active subscription to add more connections.

Enhancements to ECM product usage status in AvaTax

With this release, we have made the following enhancements to how we display the ECM product usage status in AvaTax:

We’ve included a bar graph that represents the ECM product usage status in AvaTax. This graph shows the certificate image storage based on the ECM’s usage. The legends represent:

: This indicates the Certificate images. : This indicates the Available storage.

The Available field in the summary section of the ECM product usage page, displays the certificate image storage limit. The formula for the value displayed in the Available field is Available storage = Plan tier – Maximum stored. If the entire certificate image storage limit is used or has reached the maximum certificate image storage limit, then this field displays 0.

Enhancements to the VAT/GST transactions

With this release, we have made the following enhancements to the VAT/GST transactions:

Enhanced business-to-business and business-to-consumer transaction scenarios for accurate tax calculations in VAT/GST transactions in South Korea and Serbia include the following: Domestic supply or purchase of goods or services Domestic supply or purchase of digital services Export of goods Import of goods or services Supply of digital services Marketplace-deemed supplier Domestic sale or purchase of low-value goods Domestic sale or purchase of event admissions
Enhancements are made in EU triangulation scenarios that involve the supply of goods between three VAT-registered traders in three different EU member states. Before this release, it was mandatory to set the IsTriangulation parameter to true to support EU triangulation scenarios. With this release, it’s optional to set the IsTriangulation parameter to true for the following triangulation scenarios, assuming the supply of goods between three VAT-registered traders, namely, Trader A, Trader B (or middleman), and Trader C, in three different EU member states. Invoice 1: Purchase made by Trader B from Trader A Invoice 2: Sales made by Trader B to Trader C

AvaTax 23.12.0 — New Features

Fri, 01 Dec 2023 00:00:00 GMT

Infotip included to the Effective date column header

In the Where you collect tax page, we’ve included an infotip in the Effective date column header to provide additional information to help you understand how to use the effective date field.

AvaTax 23.10.0 — Enhancements

Sun, 01 Oct 2023 00:00:00 GMT

Enhancement to VAT collection in Mexico With this release, the following enhancements are made for VAT collection in Mexico:

We now support IMMEX authorization in VAT exemption for transactions.
VAT reduction is updated from 16% to 8% for transactions in Mexico's northern and southern border regions.

Enhancement to rate type and exempt buckets

With this release, the following enhancements are made to AvaTax:

VAT/GST transactions now has two new rate types, Exempt (E) and Out of scope (O).
The taxable amount for the transactions with rate type Exempt (E) is included in the Exempt field.
The taxable amount for the transactions with rate type Out of scope (O) is included in the Non-Taxable field.

Enhancement to document types

With this release, the following enhancements are made to Document types:

A new document type, Inventory Transfer Outbound Invoice is introduced to Transactions.
Document type Inventory Transfer Invoice is renamed to Inventory Transfer Inbound Invoice.

For more information, refer to Document types.

Enhancement to AvaTax reports With this release, the following enhancements are made to the AvaTax reports:

The Liability and tax return report is updated to allow you to create reports for all countries. You will now see an option to select ALL in the country dropdown for All taxes jurisdiction details report in the Sales and seller use tax returns filing report category.
The Multi-tax Line Item Detail Export report is now available for all the AvaTax subscriptions. Previously, it was restricted to AvaTax for Lodging users.

AvaTax Release 23.9.0

Fri, 01 Sep 2023 00:00:00 GMT

AvaTax Release 23.9.0 (September 2023)

Lodging and other hospitality customer can copy an existing rule

A new option to copy an existing rule is introduced for Lodging and other hospitality customer. This option is useful when creating multiple tax rules by copying existing ones.

ZIP code detail is included in the Location export file

While exporting a location, the export file includes the ZIP Code, city, region, and effective date details.

Company locations and marketplace show new columns for created and last modified dates

When viewing location codes in AvaTax Company locations and marketplaces, you can see when the location was created or last modified.

Reports in the Favorites tab are listed in alphabetical order

All the reports marked as favorites are arranged alphabetically in the Favorites tab under Reports.

AvaTax for communication customer has access to the company settings menu

The AvaTax for communication customers can now access the Settings > Company locations option. On This Topic

AvaTax Release 23.9.0 (September 2023)
Lodging and other hospitality customer can copy an existing rule
ZIP code detail is included in the Location export file
Company locations and marketplace show new columns for created and last modified dates
Reports in the Favorites tab are listed in alphabetical order
AvaTax for communication customer has access to the company settings menu

AvaTax Release 23.8.0

Tue, 01 Aug 2023 00:00:00 GMT

AvaTax Release 23.8.0 (August 2023)

Delete user icon is removed from AvaTax

The thrash icon to delete a user is removed from AvaTax. However, you can still deactivate and create a different user with the same email ID. Use the Pause a user’s access option.

For more information, refer to Add a user and set permissions

Updated the description for Add local collection authorities in Alaska

We’ve updated the description where you select all local nexus in the Add local collection authorities in Alaska page in the Where you collect tax section.

Updated the error message for some fields for product usage

We have updated the error message for some fields while displaying your product usage in the Product and Usage section.

Fixes

Updated the help link for the company code field on the Company locations page We’ve updated the company code help links in the Company Code field on the Company locations page. Resolved latency between switching to different pages We’ve resolved the issue of latency while switching between different pages. On This Topic

AvaTax Release 23.8.0 (August 2023)
Delete user icon is removed from AvaTax
Updated the description for Add local collection authorities in Alaska
Updated the error message for some fields for product usage
Fixes

AvaTax Release 23.7.0

Sat, 01 Jul 2023 00:00:00 GMT

AvaTax Release 23.7.0 (July 2023)

Removed dependency between inherit tax collection and separate reporting

entity in the parent company option

AvaTax earlier enforced an incorrect relationship between the inherit tax collection settings and separate reporting entity settings in Organize this company under a parent company option, where This is a separate reporting entity checkbox can’t be selected unless you selected the Use the tax collection settings of the parent company checkbox.

Now, the inherit tax collection settings and separate reporting entity settings work independent of each other. This is a separate reporting entity field is unchecked.

Updated default setting of Sales and use tax option for Arizona to Sales

tax only

The current selection of Sales and use tax nexus tax type for Arizona resulted in under collection and tax notices for customers. We’ve changed the tax type behavior to default to Sales tax only, which is correct for most customers.

Enhanced lodging custom rule tax functionality

When the same TAX TYPE, SUB TYPE, and RATE TYPE exist, the custom rule is applied at the region or state level and all the corresponding lower jurisdictions where that tax type combination exists.

The attributes value dropdown is arranged in alphabetic order

On the Add Company Details page, the Attributes value dropdown list is enhanced to display all the values in alphabetic order for the selected attributes.

Updated the description for Add local collection authorities in Louisiana

We have updated the description where you select all local nexus in Add local collection authorities in Louisiana page in the Where you collect tax section.

Fields are prepopulated during onboarding on the company creation

page

During onboarding, the legal company name, phone number, address line 1, and city fields are prepopulated from the Salesforce or from the online-buy data. On This Topic

AvaTax Release 23.7.0 (July 2023)
Removed dependency between inherit tax collection and separate reporting entity in the parent company option
Updated default setting of Sales and use tax option for Arizona to Sales tax only
Enhanced lodging custom rule tax functionality
The attributes value dropdown is arranged in alphabetic order
Updated the description for Add local collection authorities in Louisiana
Fields are prepopulated during onboarding on the company creation page

AvaTax Release 23.6.0

Thu, 01 Jun 2023 00:00:00 GMT

AvaTax Release 23.6.0 (June 2023)

AvaTax transaction has two new latitude and longitude fields

The AvaTax Transactions have two new fields, Latitude and Longitude, in the Ship From and Ship To address fields. AvaTax calculates the tax based on these coordinates.

Removed Documents and its sub menus from the navigation bar

Due to low usage, the Documents tab and its sub menus are removed from the AvaTax navigation bar. You can still access your documents within your accounts or products page.

Updated Advanced rules Find and Replace Before Calculation (FRBC) and Find and Replace

After Calculation (FRAC)

We’ve updated the Advance Rules Find and Replace Before Calculation (FRBC) and Find and Replace After Calculation (FRAC) to support more fields in the Line and Document levels. Most data fields returned by the create and adjustment API response at the Line and Document levels are now selectable in the AvaTax user interface.

Enhanced the tab names on the Custom Rules page

The Custom Rules page tab names are enhanced as per the following: Show 102550100 entriesSearch:Column Old tab names

New tab names Filter results...0 rows foundExport to ExcelExport to CSV | Old tab names | New tab names || Filter0 rows found | Filter0 rows found || Tax rule | Add tax rule || Advanced rules | Add transaction rules || Custom tax codes | Add custom tax codes || Reference lists | Import reference lists || User-defined fields | Add user-defined fields || Import history | View history | FirstPrevious1NextLast In addition, the Custom rules description is updated to Create rules for special tax scenarios, manage marketplace transactions, and modify data as it moves through Avalara’s system. Add your own tax codes and fields to use on your transactions on the All Settings page.

AvaTax for VAT determination enhancement to support calculation logic

using Delivery Terms update

Avalara has added new delivery terms values to the VAT/GST determination Delivery Terms field in AvaTax.

Delivery terms (or Incoterms) are three-letter trade codes that are used to refer to be agreed upon conditions between a buyer and a seller for the international delivery of goods. They help to describe the arrangements for the delivery of goods from sellers to buyers and set out the obligations, costs, and risks between the two parties.

Delivery terms also support more accurate tax calculation and help you communicate more effectively with your business partner.

In addition, the delivery terms field in AvaTax is used to determine who acts as importer of record and who arranges the transport of the goods.

The following terms are now available for you to use:

Ex Works (EXW)
Free Carrier (FCA)
Carrier and Insurance Paid to (CIP)
Carriage Paid To (CPT)
Delivered at Place (DAP)
Delivered at Place Unloaded (DPU)
Delivered Duty Paid (DDP)
Free Alongside Ship (FAS)
Free on Board (FOB)
Cost and Freight (CFR)
Cost, Insurance, and Freight (CIF)

AvaTax for VAT determination enhancement to support calculation logic for the UAE and

KSA

Avalara has enhanced Avalara AvaTax to improve VAT/GST determination to support more complex calculation logic and content for the United Arab Emirates (UAE) and the Kingdom of Saudi Arabia (KSA).

AvaTax now supports current UAE and KSA indirect tax legislation for the following use cases:

Domestic supply/purchase of goods or services
Export of goods
Import of goods or services
B2C supplies of digital services
B2B supplies of digital services
Supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services, ancillary transport services, and valuations of and work on movable property On This Topic
AvaTax Release 23.6.0 (June 2023)
AvaTax transaction has two new latitude and longitude fields
Removed Documents and its sub menus from the navigation bar
Updated Advanced rules Find and Replace Before Calculation (FRBC) and Find and Replace After Calculation (FRAC)
Enhanced the tab names on the Custom Rules page
AvaTax for VAT determination enhancement to support calculation logic using Delivery Terms update
AvaTax for VAT determination enhancement to support calculation logic for the UAE and KSA

AvaTax Release 23.5.0

Mon, 01 May 2023 00:00:00 GMT

AvaTax Release 23.5.0 (April and May 2023)

Lodging multi-tax line item detail export report

A new Transaction report is introduced for AvaTax for Lodging customers, Lodging Multi-tax Line Item Detail Export report. It’s available in the Sales tax document data export report category. Using this report you can view:

User-defined fields
Lodging tax types
other parameters That are applied for transactions at the line and document levels.

Simplified onboarding for AvaTax-only customers

A new onboarding flow is introduced for AvaTax-only customers. This new onboarding flow helps you to expedite your AvaTax readiness.

New tax type for countries that don’t have an indirect

tax system

From this release, AvaTax shows the tax name as No VAT applicable for countries that don’t have an indirect tax system.

Fixes

Managed Returns customers can’t cancel the filing request when it’s pending

We’ve fixed this issue. Managed Returns (MRS) customers can now cancel the filing request when the return is pending. On This Topic

AvaTax Release 23.5.0 (April and May 2023)
Lodging multi-tax line item detail export report
Simplified onboarding for AvaTax-only customers
New tax type for countries that don’t have an indirect tax system
Fixes

AvaTax Release 23.3.0

Wed, 01 Mar 2023 00:00:00 GMT

AvaTax for VAT determination solution to support complex calculation logic and content

for Malaysia and the Philippines

Avalara is enhancing the AvaTax VAT/GST Determination solution to support more complex calculation logic and content for Malaysia and the Philippines. The following enhancements are effective in AvaTax as of April 1, 2023.

The enhancements will support the current Malaysia Sales and Service Tax and Philippines VAT legislation for the following use cases (where applicable):

Domestic supply/purchase of goods or services
Export of goods
Import of goods or services
Supplies of digital services
Supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services, ancillary transport services, and valuations of and work on movable property.

Please note that no immediate action is required. If you have any questions, contact your Customer Account Manager.

AvaTax UI support for returning saved parameters in GetTransaction

The AvaTax UI filters out any parameters returned by GetTransaction that don’t have a Source = "Line." Thus, ensuring AvaTax refetches all parameter information from the company profile if there’s any change. The refetch information can be line parameters, nexus, company info, or product details.

Two new reports for reconciling the lodging tax transaction data

Two new reports are added to the Transaction report section to reconcile the lodging tax transaction data. This report is currently available for limited users. The new reports are Sales tax summary by item code and Sales tax document export by item code.

Added Get Started Page (before Company Creation)

While onboarding, an AvaTax-only customer is welcomed with a Get started page having a list of setup tasks.

Added a new alert message to the Payment Methods tab on the Account page

For Returns only customers, an alert message on how to fund your returns appear on the Payments methods tab on the Account page. On This Topic

AvaTax for VAT determination solution to support complex calculation logic and content for Malaysia and the Philippines
AvaTax UI support for returning saved parameters in GetTransaction
Two new reports for reconciling the lodging tax transaction data
Added Get Started Page (before Company Creation)
Added a new alert message to the Payment Methods tab on the Account page

AvaTax Release 23.2.0

Wed, 01 Feb 2023 00:00:00 GMT

Added new columns to the BevAlcohol transaction import template

The following columns are added to the Beverage Alcohol transaction import template to match the AvaTax transaction import template.

EntityUseCode
Discount
PurchaseOrderNo
Alcohol Route Type

Add a new Lodging Multi-tax Parameter report

A new report, Lodging transaction with parameters export, is added to the transaction report under the Sales Tax Document data export report. The report shows the lodging tax type, and other factors applied to transactions.

WiX extractor tile is available in all Avatax accounts

The WiX tile is available in the integrations tab in all Avatax accounts.

Updated the GetTransaction API to return only limited parameters required by Shopify

Connector to support BevAlc taxes

The GetTransaction API is updated to return the parameter Source for each parameter except for the calculated parameter and company (for example, line, header, item, and company).

AvaTax enhancement for currencies without decimals

AvaTax is now enhanced to support rounding half up to the nearest whole number for currencies that do not use decimals. The currencies that have been updated are the following: Show 102550100 entriesSearch:Column Country

Code

Currency Filter results...0 rows foundExport to ExcelExport to CSV | Country | Code | Currency | --- || Filter0 rows found | Filter0 rows found | Filter0 rows found || Burundi | BIF | Burundian franc || Belarus | BYR | Belarusian ruble || Chile | CLP | Chilean peso || Djibouti | DJF | Djiboutian Franc || Guinea | GNF | Guinean franc || Japan | JPY | Japanese Yen || Comoros | KMF | Comorian Franc || South Korea | KRW | South Korean won || Madagascar | MGA | Malagasy Ariary || Paraguay | PYG | Paraguay Guarani | FirstPrevious12NextLast Before this change (i.e., before March 12, 2023), AvaTax was rounding down to the nearest whole number (for example, if the tax amount is 8.9, the rounded amount would be 8), and the rounding was only applied to the tax amounts at the line level and rolled up to the document level. No rounding was applied at the line detail level.

After this change (i.e., after March 12, 2023), AvaTax will round half up to the nearest whole number (for example, if the tax amount is 8.5, the rounded amount would be 9, and if the tax amount is 8.49 the rounded amount would be 8), and the rounding will apply to the tax amounts at the line level as well as the line detail level. The rounded tax amounts will roll up to the document level.

Further, if a transaction is tax inclusive, AvaTax will round half up to the nearest whole number, then all tax amounts, as well as the taxable amounts at the line level, line detail, and rolled up to the document level. On This Topic

Added new columns to the BevAlcohol transaction import template
Add a new Lodging Multi-tax Parameter report
WiX extractor tile is available in all Avatax accounts
Updated the GetTransaction API to return only limited parameters required by Shopify Connector to support BevAlc taxes
AvaTax enhancement for currencies without decimals

AvaTax Release 23.1.0

Sun, 01 Jan 2023 00:00:00 GMT

AvaTax Release 23.1.0 (January 2023)

Connector's names are displayed on the AvaTax Integrations tasks home page

The Avalara for Small Business (ASB) onboarding tasks for AvaTax-only customers display the top 5 connectors on the home page.

. On This Topic

AvaTax Release 23.1.0 (January 2023)
Connector's names are displayed on the AvaTax Integrations tasks home page

AvaTax Release 22.12.0

Thu, 01 Dec 2022 00:00:00 GMT

Release 22.12.0 (November and December 2022)

Avalara for Small Business (ASB) integration is available to AvaTax-only

customers

The Avalara for Small Business (ASB) integration is now available to AvaTax-only customers.

In-Product User Assistance(IPUA)

The old guide tour is replaced with a new IPUA. The user experience is improved by bringing relevant and contextual information within the product. The IPUA provides meaningful info-tips with selective disclosure of information and leads you to the help content or videos for further reading and viewing.

New Lodging Report

A new lodging report for the lodging customer is added to the Transactions Report. The reports show the summary of reverse charges, VAT, and taxes segregated at the jurisdictional level by tax types. You can find the new report in Report Category Reverse charge, VAT & all taxes data export with Report Name Lodging Jurisdictional Report.

Two-factor authentication for three Maine forms

As Maine is moving to a new filing platform effective December 1, 2022 - the new platform requires all taxpayers, including Avalara, to get the login security prompts with the multifactor authentication. The following 3 Maine forms require two-factor authentication:

US ME ST-7
US ME ST-7B
US ME ST-7U

Allows customers to mark returns as filed

Returns for Small Business (RSB) account customers can mark the returns as filed using the new button, "Filed on own." The process enables you to file returns, even after requesting Avalara to file on your behalf. In addition, you can also keep track of what is filed and what still needs to be filed.

Added a link to import transactions for Comms Return customers

Avatax for Communications Comms Returns customers has a link to import transactions in the Transaction menu.

BigCommerce is enhanced to include the AvaTax 500 transaction tier

BigCommerce is enhanced with a new "Create your Avalara account" page after the company details for the AvaTax 500 transaction tier. Use the new page to create an account and make a payment.

Customers can update the primary company contact information

You can update the primary contact information on the Edit company details page. The primary contact information is the First name, Last name, Title, Email address, and phone number.

Displays proper descriptive error message for repair transaction on the transaction

detail page

Proper descriptive errors message are displayed for the Out of Harbor and Item too long error messages.

India GST supports products or Items mapping with HS Code attributes using batch or

bulk upload

You can now map your products or item attributes with HS codes in the item master using batch or bulk upload. Thus saving time by avoiding manual (one by one) upload.

Enhanced bulk selection of countries in the request for tariff code

classification

The request for tariff codes for multiple countries in bulk is enhanced to support 500 items and up to 100 countries per request. If the request exceeds the defined parameter, then an error message "The maximum number of item and country combinations that we can handle is {MAX VALUE}. Your request has {USER's VALUE}. Reduce either the number of items or countries in your request and submit it again," is displayed.

Customers can switch between the Nexus microflows and the old nexus

Customers can create nexus using any flow. To create a nexus, they can switch between the new Nexus microflows and the older nexus.

The liability worksheet report is removed when the account has an ARA

entitlement

When an account has the ARA entitlement, the Liability & tax return reports > Liability worksheet reports category is removed. However, the other reports under Liability & tax return reports are still available. On This Topic

Release 22.12.0 (November and December 2022)
Avalara for Small Business (ASB) integration is available to AvaTax-only customers
In-Product User Assistance(IPUA)
New Lodging Report
Two-factor authentication for three Maine forms
Allows customers to mark returns as filed
Added a link to import transactions for Comms Return customers
BigCommerce is enhanced to include the AvaTax 500 transaction tier
Customers can update the primary company contact information
Displays proper descriptive error message for repair transaction on the transaction detail page
India GST supports products or Items mapping with HS Code attributes using batch or bulk upload
Enhanced bulk selection of countries in the request for tariff code classification
Customers can switch between the Nexus microflows and the old nexus
The liability worksheet report is removed when the account has an ARA entitlement

AvaTax Release 22.10.0

Sat, 01 Oct 2022 00:00:00 GMT

Added a new link along with a visual snapshot of AvaTax cross-border transactions

In the AvaTax cross-border transaction, you can see the "Review this calculation" link and a visual snapshot of the elements for the tax calculation. The following tiles are shown from left to right:

Are you collecting tax here? Yes: with a checkmark icon No
Is your customer taxable? Yes: with a checkmark icon No Not applicable
Is the product or service taxable? Yes: with a checkmark icon No Not applicable
Custom rules apply The conditionally displayed tile will be displayed only when a custom rule is applied. Displays a tax rule box with a yellow stripe line with a header: A custom rule applies, and a subtext; custom rules changed some line item details If these conditions are not met, the custom rules apply tile is hidden

New Reports tab for AvaTax for communications

Added a new Reports tab to the homepage of AvaTax for communications customers. The new reports tab contains the Liability and tax returns reports. The Liability and tax returns reports consist of the Tax liability worksheet summary returns detail and Tax liability carryover credits reports.

New VAT transaction report

Avalara is enhancing the AvaTax VAT/GST Determination solution to add a new VAT report in the AvaTax section Reports.

The new VAT report ensures you obtain the transactional data required for VAT reporting purposes in a clear and concise manner. You can find the report by following the path Reports --> Transaction reports --> Reverse charge, VAT & all tax data export --> VAT Transactions report.

The report is available in AvaTax as of October 10th, 2022.

Enhanced TaxHinge Freight

The TaxHinge logic is enhanced to use the taxability of the physical tax codes on a document, even when the line amount is $0. TaxHinge freight rules are currently supported in NY, PA, MD, and Manitoba (CA).

Enhancement to transaction report

The transaction report is enhanced to support the marketplace. In addition, a new filter Merchant Seller identifier is added to the Sales Tax Document Line Export Report in the Sales Tax Document Data Export report category.

Added All EU countries in the country drop-down list for reports

Added the All EU option in the country drop-down list for reports. Customers who file EU returns can use this filter. All EU options are added to the following reports:

Sales tax document export
Sales tax document line export
Sales tax document line detail export
Sales and Sellers Use Tax Summary
Consumer Use Tax Summary
All Taxes Liability Summary Report

Enhancement to reports for AvaTax for Communication

For all AvaTax for communications customers, the Transaction and Exemptions tabs on the homepage are hidden. In addition, the Transactions reports and Exemptions reports and their related links on the Favorite tab are also hidden from the reports tab.

Enhancement to the phone number field in the sign-up form

In the Avalara for Small Business (ASB) trial sign-up form, the phone number field is optimized to support only numeric characters.

Enhancement to menu items for Vendor Exemption Management

For AvaTax exemption, the menu items are enhanced for the Vendor Exemption Management (VEM) with the following product headers and sub-options.

Customers Customers Incoming certificates to review Certificate requests Add a certificate Customer certificates
Vendors Vendors Send a certificate Certificates for vendors On This Topic
Added a new link along with a visual snapshot of AvaTax cross-border transactions
New Reports tab for AvaTax for communications
New VAT transaction report
Enhanced TaxHinge Freight
Enhancement to transaction report
Added All EU countries in the country drop-down list for reports
Enhancement to reports for AvaTax for Communication
Enhancement to the phone number field in the sign-up form
Enhancement to menu items for Vendor Exemption Management

AvaTax Release 22.9.0

Thu, 01 Sep 2022 00:00:00 GMT

Release 22.9.0 (September 2022)

New VAT content for Australia, New Zealand, Japan, and Singapore

Avalara is enhancing the AvaTax VAT/GST to support more complex calculation logic and content for Australia, New Zealand, Japan, and Singapore. The following enhancements are effective in AvaTax as of October 1, 2022.

The enhancements support current Australia, New Zealand, and Singapore GST legislation and Japan JCT legislation for the following use cases:

Domestic supply/purchase of goods or services
Export of goods or services
Import of goods or services
B2C supplies of digital services
GST on low-value goods
Deemed supplier rules for Marketplaces
Supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services, ancillary transport services, and valuations of and work on movable property.

Enhancement to VAT to support more complex calculation logic and content for the EU

Avalara is enhancing the AvaTax VAT determination solution to support more complex calculation logic and content for the EU. The following enhancements are effective in AvaTax as of October 1, 2022.

The enhancements support the current EU VAT legislation for the following use cases:

Supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services
Ancillary transport services
Valuations of, and work on, movable property

The enhancements impact the sourcing of the following tax codes as they will be considered sourced in the place where the events or activities take place in the EU:

| OA020000 | OA026346 | OA020403 | --- || OA020100 | OA020300 | OA020800 || OA020200, | OA020310 | OA020801 || OA020500 | OA020400 | OA029338 || OA020600 | OA020401 | OA029339 || OA020700 | OA020402 | OA029340 |

Further, if a service provided relates to a supply of cultural, artistic, sporting, scientific, educational, entertainment, and similar services, ancillary transport services, and valuations of, and work on, movable property. Still, if a different tax code is used, the Company will need to pass in their request the parameter "SupplyofService." The following are the applicable values for this parameter:

For B2C transactions: “AdmissionToEvents”
For B2B transactions: “EventsRelated

You can pass the parameter at the Company or Transaction level:

If passed at the Company level, it applies to all services provided by the Company
If passed at the Transaction level, it only applies to the specific transaction for which the parameter is passed

Deprecated "payment date" and "reporting date" options from all reports

The two date options, payment date and reporting date, are removed from the Date to be used field since they are no longer used.

Updated the All Settings page for the standalone version of ECM Pro

The following options are hidden on the All Settings page for the standalone version of ECM Pro.

Where you sell
What you sell
Locations and Marketplace codes
Custom rules
Advanced company settings
Advanced account settings

HS Code Reclassification

There are several times when tariff code classifications need to be re-requested. Some of the scenarios are:

Classification codes have expired and need to be re-requested.
When certain codes have been assigned, you want the Avalara team to relook at the codes.

AvaTax does not let items with the same item code be entered. To avoid sending duplicate products, we have added reclassify option in the What You Sell section allowing you to reclassify the duplicate products.

Enhanced Multiple Points of Use Allocation rule template for country selection

The Multiple points of use allocation rule template in Advanced transaction rules allow you to add addresses for allocations. We have added a Country drop-down to the Multiple points of use allocation rule type when the Ship To State and Ship From State field selection is made.

Nexus

As Avalara for Small Business (ASB) customer, when you select the option Where you collect tax, you are taken through the new guided flow to maintain a nexus set up on their own. You can invoke the flow from the Home or the Where you collect tax setup.

Added error message when TotalTax and TaxAmount are blank with Process code 1 or 2

When ProcessCode 1 or 2 is provided in legacy batch import, then TotalTax and TaxAmount fields are mandatory. If the fields are blank, legacy import displays an error message "Tax Override amount is missing." Similarly, in the new batch import, for Avalara Standard and Custom templates, If the TotalTax and TaxAmount fields are blank, an error message "Total Tax and Tax Amount fields are blank. These are required fields when you're using Process Code 1 or 2 to override a tax amount "is displayed.

Enabled the Returns menu in the navigation bar for limited access or read-only users

The Returns tab was greyed out for limited access or read-only user roles. Now it is enabled for all customers.

Reorganized the Exemption menu based on the subscriptions type

The Exemption menu is reorganized based on the subscription type. The Exemption menu contains the following menu options:

Overview
Resources
Customers
Incoming certificates to review
Certificate requests
Add a certificate
Customer certificates

Users having Exemption with AvaTax have the following menu options:

Customers
Add a certificate
Customer certificates

Updated the navigation of ECM Pro for standalone users

ECM Pro standalone users do not see the Documents and Reports menus on the navigation bar.

Integration selection pop-up

As an Avalara for Small Business (ASB) user, first, you will see the integrations page offered by the partner and then the Integration selection pop-up.

Revamped the information for Connector Tile on the partner page

As an Avalara for Small Business (ASB) user, you should be able to read all the important information about the Connector on the partner page for that integration. The following are the updates for the important information:

Tile design has an expander
After expanding, the following information is added: Version Platform Version Type Certificates Installation Guide
Information about the purchase (if applicable)
The Get button changes to Install after purchase

Generating license key

More clear direction is provided for generating the license key.

Fixes

Live customers saw a new state or Onboarding legacy in their To Dos as default.

All Live customers saw new state or onboarding legacy as default in their To Dos, even though they have completed theirs To Dos. This issue is resolved. On This Topic

Release 22.9.0 (September 2022)
New VAT content for Australia, New Zealand, Japan, and Singapore
Enhancement to VAT to support more complex calculation logic and content for the EU
Deprecated "payment date" and "reporting date" options from all reports
Updated the All Settings page for the standalone version of ECM Pro
HS Code Reclassification
Enhanced Multiple Points of Use Allocation rule template for country selection
Nexus
Added error message when TotalTax and TaxAmount are blank with Process code 1 or 2
Enabled the Returns menu in the navigation bar for limited access or read-only users
Reorganized the Exemption menu based on the subscriptions type
Updated the navigation of ECM Pro for standalone users
Integration selection pop-up
Revamped the information for Connector Tile on the partner page
Generating license key
Fixes

AvaTax Release 22.8.0

Mon, 01 Aug 2022 00:00:00 GMT

New Tax sub-type added in Landed Cost

A new tax sub-type is added in Landed Cost to support the customs clearance fees calculation for different customs entries. The feature works as per the TaxIncluded feature in case all the lines are TaxIncluded or none of the lines in the transaction are TaxIncluded.

Added a new tile Manage SST within AvaTax settings

A new tile, Manage SST, is added in the AvaTax settings to allow active SST customers to request registrations in additional SST states.

Tax code mapping microflow

As Avalara for Small Business (ASB) customer, when you select an option to input What You Sell, you are taken through the end-to-end guided flow of mapping items to Avalara tax codes.

New Colorado Retail Delivery Fee report

A new Colorado retail delivery fee report is added to the transaction report that shows the summary of taxable and nontaxable deliveries, the associated fee amount, and the document details. To access the report, follow the steps:

Select Reports from the AvaTax home page.
Select Transaction reports tab.
Select Sales tax document reports from the Report Category.
Select the Colorado retail delivery fee report from the Report Name.

A new Your Setup section with tiles on the Avalara Home page

We have a new section, Your Setup containing the various task list for Onboarding. On completion of a task, a new title for the next task is added to Your Setup, summarizing the setup for that task. Select the tile to enter the appropriate task flow to perform the steps. Each onboarding task has a corresponding tile.

Enabled Amazon V2 extractor in AvaTax

The Amazon V2 extractor tile is now available in AvaTax.

Added Puerto Rico to the Eco Nexus Map

Added Puerto Rico to the Eco Nexus Map on the Avalara Home page.

Updated labels and text on Add Transaction and Where you collect tax page

The following updates are made to the labels and text on Add Transaction and Where you collect tax pages:

Added a heading text "Importer of Record" above the Importer of Record setting to separate it from the VAT number field above.
Changed the Importer of Record checkbox label "This company is the importer of record" to "[COMPANY NAME] is the importer or record," dynamically inserting the current user's company name in the label.
Changed the checkbox subtext when the checkbox is not selected: "As the Seller, you aren't responsible for any import duties and taxes. When left unchecked, duties and taxes are not included in transactions, delivered at place shipping is assumed, and the buyer is expected to pay on delivery." to "The importer of record collects customs duties and import taxes."
Changed the checkbox subtext when the checkbox is selected: "As the Seller, you're responsible for any import duties and taxes. Check this if the buyer is the importer of record in your shipping agreement, but you want to collect duties and taxes in transactions, such as when using a Delivered Duty Paid shipping service." to "The importer of record collects customs duties and import taxes."
Change all references to "Country," "country," countries," to "country or territory," "countries or territories," or "Country or territory."

Updated error messages that appear during transaction upload

Updated the following error messages from “Incorrect file format. Transactions must be a .csv, .xls, or .xlsx file” to “Incorrect file format. Upload transactions in a .csv, .xls, or .xlsx file”. and "Something went wrong. There is an error in your file. There is a missing ProcessCode. Add a ProcessCode to row X and then upload your file again" to "A process code is missing in the {PROCESS CODE} column. Add the missing process code and import your file again."

Updated the home page with a link to exempt customers from tax

link

If the home page is post-onboarding and hasn't transitioned to the maintenance state yet, in the Fine-tune your company profile finish setup, the link to "exempt customers from tax" is updated to take you to the new exemptions. avalara workspace.

Important information about the extractor on the integration partner page

As an ASB user, you can read all the critical information about the extractor on the partner page for that integration.

Integrations not available in Avalara show an empty search result

As an ASB user, if you search for the integrations which are not available in Avalara, an empty search result is shown so that you can invoke the request flow from that page.

Warning message on resetting the API key from your integration

You can reset the API key with a proper warning message as an ASB user.

Buy flow runs in the background

As an ASB user, when you click on the Get integration for the connector, you will see that connector is added to the account without any more clicks.

Integrations not available for online buy

As an ASB user, you can see all the integrations not available for the online buy in the tile so that you can click and submit a request.

For ASB users, show all the available integrations in AvaTax

As an ASB User, you can see all the integrations which are available and not available for online buy.

For ASB users, show all the available integrations as tiles in AvaTax

As an ASB user, you can see the integration tiles for all the available integrations so that you can click on the entire tile and select the integration.

A guided help is provided for the authorization window

If an authorization window does not appear, guidance is provided on how to open it, given each browser's pop-up blockers.

Fixes

The following are the fixes in the AvaTax.

Advanced Rule populated incorrect fields

When using expressions and reference lists, the Advanced rules did not populate the correct fields. This issue is resolved.

Increased limit for exporting all the items under what you sell to 200000 items

Earlier, there was a restriction to export all the items under what you sell with a limit of 100000 items. This is resolved by increasing the limit for exporting all the items under what you sell to 200000 items.

Improvements to Your Business Profile section

The Your Business Profile section is improved by adding the check mark when the task is completed and reducing the lag time for the Your Business Profile tile to appear. On This Topic

New Tax sub-type added in Landed Cost
Added a new tile Manage SST within AvaTax settings
Tax code mapping microflow
New Colorado Retail Delivery Fee report
A new Your Setup section with tiles on the Avalara Home page
Enabled Amazon V2 extractor in AvaTax
Added Puerto Rico to the Eco Nexus Map
Updated labels and text on Add Transaction and Where you collect tax page
Updated error messages that appear during transaction upload
Updated the home page with a link to exempt customers from tax link
Important information about the extractor on the integration partner page
Integrations not available in Avalara show an empty search result
Warning message on resetting the API key from your integration
Buy flow runs in the background
Integrations not available for online buy
For ASB users, show all the available integrations in AvaTax
For ASB users, show all the available integrations as tiles in AvaTax
A guided help is provided for the authorization window
Fixes

AvaTax Release 22.7.0

Fri, 01 Jul 2022 00:00:00 GMT

Release 22.7.0 (July 2022)

Simplified initial Onboarding and company creation for Exemption Certificate Management (ECM) Pro and Enterprise accounts on AvaTax

Suppose an account has an ECM Pro and no AvaTax service types. In that case, the onboarding process displays a simplified create a company and add a company page instead of the standard AvaTax Onboarding and create a company with nexus wizard. After the create a company step, the ECM users are redirected to the Avalara home page.

Update task list after completion of an onboarding task

Your Business Profile section contains the various task list for Onboarding. After completing a task, the task is removed from the task list before adding a new tile for the next task.

Fixes

Jurisdictions override for Colorado showed a 27% tax rate

When adding a jurisdiction override for Colorado, the state rate is shown as a 27% tax rate. This issue is resolved.

Access to the home page was suspended on the expiry of Avalara for Small Business (ASB) free trial subscription

On the ASB free trial subscription expiry, access to the Avalara home page was suspended. This issue is resolved, and the user can now access the home page even after the ASB trial subscription expiry. On This Topic

Release 22.7.0 (July 2022)
Simplified initial Onboarding and company creation for Exemption Certificate Management (ECM) Pro and Enterprise accounts on AvaTax
Update task list after completion of an onboarding task
Fixes

AvaTax Release 22.6.0

Wed, 01 Jun 2022 00:00:00 GMT

Release 22.6.0 (June 2022)

Added a new column to the AvaTax transaction page

Paste your content here.

A new column, Doc Status, is added to the transaction list page for Returns for Small Business (RSB) users who purchased extractors and intend to use the Returns service in AvaTax.

New link added under Account on the Avalara home page

A new My Downloads link is added under Account on the Avalara home page. When you initiate a download, and that download is completed, the download appears in My Downloads.

Avalara homepage supports a standalone new homepage for Exemption

Certificate Management (ECM) Pro

If a user has subscribed to ECM Pro but not AvaTax or Returns. On login to the Avalara homepage, displays the ECM summary page.

Subscription remaining countdown message on the home page when Avalara for Small Business (ASB) free trial is nearing expiry

If a user has subscribed to ASB free trial and the subscription is nearing expiry, the remaining duration countdown message is displayed on the Avalara home page.

Subscription expiry message on the home page when Avalara for Small Business (ASB) free trial expires

If a user has subscribed to ASB free trial and if the subscription expires, the subscription expired message is displayed on the Avalara home page.

A new Your Business Profile section with tiles on the Avalara home page

We have a new section, Your Business Profile containing the various task list for Onboarding. After completing a task, a new tile for the next task is added to Your Business Profile that summarizes the setup for that task. Select the tile to enter the appropriate task flow to perform the steps. Each onboarding task has a corresponding tile.

Separate tiles for each Integration products

On the Your Business Profile, for each Integration product, there are different tiles. For example, if you have integrated QuickBooks and Woo Commerce, there would be two separate tiles in Your Setup. Each tile has the integration name and shows the number of records imported.

Fixes

Florida purchase order threshold

While calculating the capital amount, a check is done for the document date less than the ongoing transaction document date while performing sales Invoice operations for Florida with the same Purchase Order (PO) number. On This Topic

Release 22.6.0 (June 2022)
Added a new column to the AvaTax transaction page
New link added under Account on the Avalara home page
Avalara homepage supports a standalone new homepage for Exemption Certificate Management (ECM) Pro
Subscription remaining countdown message on the home page when Avalara for Small Business (ASB) free trial is nearing expiry
Subscription expiry message on the home page when Avalara for Small Business (ASB) free trial expires
A new Your Business Profile section with tiles on the Avalara home page
Separate tiles for each Integration products
Fixes

AvaTax Release 22.5.0

Sun, 01 May 2022 00:00:00 GMT

Release 22.5.0 (May 2022)

Place of Supply rules includes Return order or Invoice in the Document Type

Updated Mexico's existing Place of Supply (POS) rules to include Return orders or Invoices in the Document Types.

Place of Supply rules added to support GST in Australia and Singapore

Added Place of Supply (POS) rules to support GST in Australia and Singapore.

Enhancement to the Avalara homepage historical data storage

Enhanced the Avalara homepage historical data storage to handle new subscriptions of any customer who is not subjected to a storage charge. Avalara Included customers now have access to all historical transactions.

Default month changed to prior month for liability worksheet report

The Liability Worksheet report is enhanced to display the prior month as the default month. For example, If the current month is March, then the default month selection is February. Similarly, if the current month and year are January 2022, the default selection is December 2021.

Fixes

Provided HS code in the Cross-border quoting service

Provided HS code in the API response for the Cross-border quoting service when the transaction company is a child of another company.

Nexus subtype correctly displays one subtype if a state has only state-level tax

Resolved the issue where the nexus subtype allowed adding a local collection authority even if a state has only state-level tax and a single subtype. On This Topic

Release 22.5.0 (May 2022)
Place of Supply rules includes Return order or Invoice in the Document Type
Place of Supply rules added to support GST in Australia and Singapore
Enhancement to the Avalara homepage historical data storage
Default month changed to prior month for liability worksheet report
Fixes