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need to credit invoice and override the tax date

Overview

I need to override the tax date of a transaction to get the correct tax rate on my credit memo. How can I do that?

Environment

Avalara Avatax

Resolution

  • Login in to the Admin Console and click the Transaction tab.
  • Click the Invoice Number (Doc Code) to pull up the specific document.
  • Click Edit.
  • On the Document tab, from the Tax Override Type menu, select Tax Date.
  • Override the tax date in the Date box.  
  • Provide a brief description in the Tax Override Reason box.
  • Select an option from the Adjustment Reason menu > If Other is selected, an explanation is required in the description box below.  
  • Click Calculate Tax and Save the transaction as either Uncommitted or Committed.

 

 

 

 

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