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Calculation triggers for sales returns and credit memos in Microsoft Dynamics 365 Business Central

AvaTax automatically calculates tax when:

  • You view statistics
  • Upon release
  • When posting

AvaTax automatically calculates tax on sales quotes, orders, and invoices the same way. However, on sales returns and sales credit memos, there may be additional information to consider. For example, if a customer returns a product in a different month than the original purchase, consider using a tax override to make sure the tax refund matches the original tax charged to the customer.

Once AvaTax calculates tax, view tax details on a transaction.