You want to know how to track your carry-over credits within Avatax
- Carry-over credits can be tracked by using the Liability Worksheet Carry Over Credit export report in your admin console.
- This is found by navigating to the Reports tab, and selecting Liability Worksheet Exports in the Standard Sales Tax Reports section.
- This report can only be run one month at a time.
- For multi-month frequencies, such as quarterly, it is best to run the report for the first month of the frequency as the credit will try to apply to at that time.