Skip to main content
Avalara Help Center

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

Overview

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.

Environment

AvaTax for QuickBooks

Resolution

  • 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

 

 

 

 

  • Was this article helpful?