Chapter 4.2.2 - Exclusion File

What is an Exclusion file?

The Exclusion file is a comma-delimited file used by Communications REST v2 to determine what states or countries should be excluded from consideration for taxation.

  • If a state is excluded, Federal taxes may still apply
  • If a country is excluded, no taxes are applied

The Exclusion file is made up of a list of countries or country and state pairs.

Creating the Exclusion file

The Exclusion file can be created manually. The file contains a list of comma-delimited abbreviated country and state pairs and Country ISOs. The country is always listed first, followed by the state (if applicable)
Exclusion files use a *.exc file extension.

Sample

For this example, the Exclusion file contains these exclusions:

  • State of Kansas within the United States
  • Canada
USA,KS
CAN

Using the Exclusion file

The Exclusion file is applied to a client profile. You must pass the associated client_profile_id as part of the header to use the Exclusion file.
Nothing special needs to be included in the transaction for the Exclusion file to be applied. Simply run a transaction with the applicable client_profile_id. Remove any instances of the Exclusion object (excl) that may be included in the transaction.
For example, the Kansas taxes are excluded in this transaction, assuming a client profile is in use that has been updated with an Exclusion file excluding USA,KS.

{
  "cmpn": {
    "bscl": 1,
    "svcl": 1,
    "fclt": true,
    "frch": true,
    "reg": true
  },
  "inv": [
    {
      "bill": {
        "ctry": "USA",
        "st": "KS",
        "cty": "Overland Park",
        "zip": 66212
      },
      "cust": 1,
      "date": "2018-09-24T11:00:00",
      "itms": [
        {
          "chg": 100,
          "line": 10,
          "sale": 1,
          "tran": 19,
          "serv": 6
        }
      ]
    }
  ]
}

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

Contact CommunicationSupport@avalara.com:

  1. Request the customization files and configurations. Attach existing customization files to the email
  2. Include the environment(s)
  3. Include the client_profile_id to be updated if changes are needed to an existing client profile
  4. The client profiles could take up to 8 hours to become available once applied