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Avalara Help Center

Enable Undercharge and Overcharge Support for Supplier Invoice

This article applies to:Connector for Workday

The Tax Structure utility lets you to create tax rate for undercharge and overcharge support where vendor-paid tax is displayed. Before you can create undercharge/overcharge supplier invoices, you must enable the support for it.

Steps

  1. In the search bar, type intsys:ava and then press Enter.
  2. The Search Results page displays the list of Avalara utilities.
  3. Select Create Avalara Tax Structure from the list.
  4. On the View Integration System page, click Actions and then navigate to Integration > Launch/ Schedule.
  5. On the Schedule an Integration page, enter the required details and then click OK.
  6. In the Integration Criteria table, provide values for the following fields.
    • Country: United States of America
    • Tax Reporting Currency
    • Currency Rate Type
    • Avalara Account Number
    • Create same tax entities for customer and supplier: Select the check box
    • Create Tax Structure for Overcharge and Undercharge: Select the check box
  7. Click OK.

After launching this utility completely, tax entities and tax rate for undercharge and overcharge gets created.

Note:

  • Undercharge and overcharge tax rate is supported only for the US to tax structure utility. The Create Tax Structure for overcharge and undercharge check box if selected, will work only if you have selected the country as United Stated of America.
  • If you have selected the Create Tax Structure for overcharge and undercharge check box for any other country, the utility will fail and display an error message.
  • If you only have created tax entities for other country, clear the Create Tax Structure for overcharge and undercharge check box and then run tax structure.
  • Map purchase item on the Avalara Configuration page under Purchase item to be used for entering vendor-billed tax amount attribute. You can select particular item from list, or you can create new purchase item.
  • Make sure that mapped purchase item’s spend categories must be mapped under Accounting posting rule as mentioned in the install and configuration articles.
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