Document types in AvaTax
This article applies to:AvaTax
AvaTax allows you to create different document types for different types of transactions. For example, you can use a sales Invoice document type when you sell a product, and a return Invoice when a customer returns a product. Refer to this guide for a list of document types available in AvaTax.
|
|
Tip Additional document types for VAT and customs duty are available via the AvaTax API. See the API documentation for more information. |
Document types
Select one of the following document types when you add a transaction to AvaTax:
- Sales invoice
Use this for sales to your customers. - Return invoice
Use this for returns, refunds, or credits. Return invoices often have Tax Date Overrides, which allows you to calculate tax based on the date of the original sale. - Purchase invoice
Use this when your business makes a purchase that requires you to pay consumer use tax. - Inventory transfer invoice
Use this when your business withdraws taxable property from inventory for use by the business, requiring you to pay consumer use tax.