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