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:
- Make sure:
- 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
- At Additional > AvaTax RM Override > Avalara AvaTax Override Line Details, Allow Tax adjustment option is selected.
- The following are selected in the AvaTax settings for Microsoft Dynamics GP:
- Go to Transactions > Sales, and then click Transaction Entry.
- Select the transaction for which you want to override the sales tax calculation. The Transaction Entry window opens.
- To override tax by changing the transaction date:
- Click Additional, and then click AvaTax RM Override.
- In the Avalara AvaTax Override Line Details window, type the date to use for the transaction, and then click Save.
- To override tax by changing the transaction tax amount:
- Click the arrow next to Tax.
- 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.
- To override the tax date at the line level:
- View line details, click Additional, and then click AvaTax Override Line Details.
- Enter or select the date to use for the transaction, and then click Save.