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Chapter 4.2 - Account Customizations

There are two main components of account customizations:

One or both types of customizations can be set on a client profile.

Customization Files

Customization files allow you to change how results are returned from the AFC tax engine or customize the way the AFC tax engine interprets your CalcTaxes request. There are five types of customization files:

  • Override file
  • Exclusion file
  • Exemption file
  • Bundle file
  • Nexus file (for use with Sales and Use transactions only)
Customization File Description File Extension How To Create
Bundle Bundles enable you to associate a group of transaction/service pairs with an offering, and enable you to specify the percentage of the sale amount to be applied to each pair.

When taxes are calculated for bundled transactions, the appropriate taxes are calculated for each transaction/service associated with the transaction/service type defined for the bundle.
.bdl AFC Manager (AFC Bundler component)
Exclusion Indicates countries or states where no tax should be applied .exc AFC Manager
Exemption Indicates jurisdictions, tax types, and tax levels where taxes should be exempted .exc AFC Manager
Override Used to modify tax rates for a specified jurisdiction, alter the tax logic for transaction/ services, and add or remove taxes from transaction/services .ovr AFC Manager (Rate and Logic Modifier (RLM) component)
Nexus Indicates the jurisdictions that require you to calculate sales and use taxes .nex AFC Manager - Sales and Use Viewer

Configuration Options

Configuration options are used to modify the operation of the AFC tax engine.

Configuration Option Settings Description
Return Non-Billable
  • False (default)
  • True
Non-billable items are compliance-only taxes or fees that are used for filing and are not passed on to the user. This option allows you to specify whether non-billable items should be included in the tax table returned by the tax calculation API functions in AFC or not.
Safe Harbor TAM Override(s)
  • Cellular TAM Override
  • VoIP TAM Override
  • Paging TAM Override
Safe Harbor TAM Override configuration settings allow traffic study values to be applied for a given session or account. The results of percentages from a traffic study can be applied by administering traffic study TAM overrides. The TAM values for Cellular, VoIP and Paging are adjusted to reflect the percentages in the traffic study. While all all three types of TAM overrides can be set, it is possible to set only one or two of the options (Cellular, VoIP, or Paging).

Requesting a new client profile or changes to an existing client profile

Contact CommunicationSupport@avalara.com to request a new client profile for your account.

  • Request the configuration option updates required and any overrides, exclusions, exemptions, or bundles needed. Attach any existing customization files to the email.
  • Include instructions as to whether the client profile should be applied to Sandbox for testing purposes, Production, or both environments.
  • Include the client_profile_id to be updated if changes are needed to an existing client profile
  • The account could take up to 24 hours to refresh with the new changes