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Avalara Help Center

How can I change the docDate for credits?

Overview

In June-14, 4 invoices that had TX sales tax on them were incorrect. We did not pay the sales tax. Now in Sept-14 we have issued the credits to correctly credit the tax. The problem is that these credits are now processing in Sept and should not be

Environment

Avalara Avatax

Resolution

In the admin console go to the transaction window and click the DocCode.
Then click Edit
Change your DocDate
Choose an adjustment reason
Click save as committed.

Your transaction will now show in the proper period.

Note: this is not possible for locked transactions as we have already filed on them for you.