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How can I make a tax only invoice on the admin console?

Overview

I had a customer that should have been charged tax and now I need to make a tax only invoice as the filing period for the original invoice has passed.

Environment

Avalara Avatax

Resolution

Steps to make the invoice are as follows.

  • On the Transactions tab, click New to create a new invoice
  • On the Documents tab fill out all the required fields, Origin and Destination address, Customer code, Document code, Document date
  • Go to the lines tab
  • Enter line number
  • Enter Quantity 1 and Amount 0
  • Select Tax Amount from the drop down
  • Enter Tax Override amount and date
  • Enter Tax Override Reason
  • Click OK at the bottom
  • Click on the Calculate tax button on the left, you should see the tax amount
  • Click save as committed