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What is a Line Level Tax Override?

Overview

 
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You need to specify the total tax, or the tax amount for each line, to be calculated on an invoice

Environment

Avalara AvaTax

 

Resolution

  • A line level tax override allows the user to manually alter the tax amount on a specific transaction line within the Admin Console.

    • When working with an existing transaction, this function allows you to change the tax amount to something other than the value that was previously calculated.

    • When working with new transactions, this setting allows the user to determine the tax amount on a given transaction line, instead of relying on Avalara AvaTax to perform the calculation. 

  • You will find the line level tax override options in the line data of the transaction.  

    • If you are adjusting an existing transaction, go to the Transactions Tab > Locate the existing transaction you want to override, and click on the Doc Code to open > Click Edit 

      • Click on the Lines Tab > go to the first line in the document and click on the Edit Line icon (looks like a piece of paper with a pencil in front) 

      • Go to the bottom of the line data in order to view the Tax Override information.

 

  • The line level tax override has several options found in the Tax Override Type dropdown.  
    • The three most common are:
    • TaxAmount: This option allows the user to manually edit the tax amount assigned to a transaction line.
    • Exempt: This option forces the transaction line to calculate a zero dollar tax amount. It also forces the sales amount to be bucketed as exempt.
    • TaxDate: This option changes the date used when Avalara AvaTax calculates on a specific transaction line. It is commonly used when creating credit memos, to ensure that tax calculated on the credit matches tax on the original transaction.
    • None:  This is the default selection.  Choose this if you are wanting to undo a line level tax override.
  • Other fields include:
    • Tax Override Amt:  This is the amount of tax you want to declare for the line.  If you are doing a credit memo, you will put the amount of credited tax in the negative (eg. -10.00 for ten dollars).
    • Tax Override Date:  This is the date that you want to be used in the tax override, it will default to todays date.
    • Tax Override Reason:  This is a required field, indicating the reason you are doing the override.  A brief description is all that is necessary.

 

 

 

 

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