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Calculate Sales Tax on a Document

This article applies to:Avalara AvaTax for Sage 50

After you set up and configure your accounting software for AvaTax, calculate sales tax on a variety of transaction types:

  • Estimates
  • Orders
  • Invoices
  • Cash sales
  • Return authorizations
  • Credit memos
  • Cash refunds

Create one of those transaction types and click Save. Your accounting software uses the customer's ship-to address to calculate the correct sales tax. 

If you're applying discounts, take the following information into consideration:

  • The header-level discount is applied to all taxable items in the transaction
  • The line-level discount is applied to the item above the discount row
  • If both the header-level and the line-level discounts are applied, then their cumulative discount is applied to the line item.

Post the following transaction types from your accounting software to AvaTax:

  • Invoices
  • Cash sales
  • Credit memos
  • Cash refunds

Calculate sales tax

After you create and save a document in AvaTax for Sage 50, follow these steps to calculate tax:

  1. Click Select Journal Transactions.
  2. Filter the list of transactions by:
    • Status
    • Date
    • Range
    • Document Type
  3. Click the Documents for which you wish to calculate sales tax.
  4. Click OK.
  5. Click Compute Taxes.


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