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How can I override the tax on a transaction?

Overview

You want to know how to override the tax on a transaction. There are several methods; choose one to use depending on your specific situation.

 

Environment

AvaTax Update

 

 

Resolution

  • Transaction Level Override
    • In Avatax, click Transactions 
      • Click the Invoice (Doc Code) number to pull up the specific document
      • Click Edit Document Details
      • Expand Additional Information (located above Origin address)
      • Select checkbox:

tax override 3.PNG

  • Use drop down to select Tax Override Type:
    • Tax Amount
      • Enter the Total Tax Amount and a brief description in the Tax Override Reason field
    • Exemption
      • Provide a brief description in the Tax Override Reason field
    • Tax Date
      • Adjust Tax Date and a brief description in the Tax Override Reason field
  • Save document detail
  • Click Calculate Tax (below line items header)
  • Click Save and Commit

You can't have a transaction level override and a line level override on the same transaction. If you only need to override one line, do a line level override; if you need to override more than that, do a transaction override.

  • Line Level Override – only applies to the line selected
  • In Avatax, click Transactions 
    • Click the Invoice (Doc Code) number to pull up the specific document
    • Click Edit Document Details
  • Expand line (carrot under Tax Detail)
    • Expand Advanced Options
  • Select radio button:
  • tax override 2.png
    • Tax Amount
      • Enter the Total Tax Amount and a brief description in the Tax Override Reason field
    • Exemption
      • Provide a brief description in the Tax Override Reason field
    • Tax Date
      • Adjust Tax Date and a brief description in the Tax Override Reason field
    • Accrued Tax Amount
      • Enter tax amount and override reason
    • Derive Taxable
      • Provide override reason
  • Save line item
  • Calculate tax
  • Save and Commit

 

 

 

 

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