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How do I create a credit memo with the original tax rate?


You need to credit a customer, but their tax rate has changed since invoicing them, and you would like to use the original tax rate to credit them.


AvaTax for QuickBooks


  • First verify that the tax calculation date override feature is enabled in the AvaTax Configuration menu;
    • Go to File > AvaTax Configuration
    • Click on the "Tax Calculation" tab
    • Verify that "Tax Calculation Date" is checked
  • Open up the credit memo in question, and go to File > AvaTax > Tax Calculation Date
    • Select the calculation date that you would like AvaTax to use


Note: Every time you want to override the caluclation date, you will need to have the credit open before going to File > AvaTax > Tax Calculation Date





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