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Calculate sales tax using a tax override in Microsoft Dynamics GP

This article applies to:AvaTax for Microsoft Dynamics GP

As long as you enable tax calculation and select AvaTax as the tax calculation method in your business application, AvaTax automatically calculates a sales or use tax rate on a variety of transaction types according to the taxability rules of those products (exempt customers aren't charged sales tax).

Steps

Manually change the tax amount on a specific transaction with a tax override by either changing the transaction date or the transaction tax amount. The tax date override feature is available for invoices, credit memos, and returns.

To override tax calculation:

  1. Make sure:
    1. The following are selected in the AvaTax settings for Microsoft Dynamics GP:
      • Enable Item Tax Option Override - Sales Transaction Entry
      • Tax Amount Adjustment functionality via Receivables Transaction Entry
    2. At Additional > AvaTax RM Override > Avalara AvaTax Override Line Details, Allow Tax adjustment option is selected.
  2. Go to Transactions > Sales, and then click Transaction Entry.
  3. Select the transaction for which you want to override the sales tax calculation. The Transaction Entry window opens.
  4. To override tax by changing the transaction date:
    1. Click Additional, and then click AvaTax RM Override.
    2. In the Avalara AvaTax Override Line Details window, type the date to use for the transaction, and then click Save.
  5. To override tax by changing the transaction tax amount:
    1. Click the arrow next to Tax.
    2. In the Receivable Tax Entry window, in Tax Percent / Amount, type a value other than the value that was previously calculated, and then click Save
  6. To override the tax date at the line level:
    1. View line details, click Additional, and then click AvaTax Override Line Details.
    2. Enter or select the date to use for the transaction, and then click Save.
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