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Avalara Help Center

How do I use tax date override on a return?

Overview

Sometimes a tax rate or taxability of an item has changed since the original invoice was issued in GP. In these cases you can enter a Tax Date that will be used for tax calculation purposes, while the transaction date is used for reporting purposes. This means you will see the document in a current month, but use tax information from a previous month.

Environment

Microsoft Dynamics GP

Resolution

  • Navigate to Sales Transaction Entry (Transactions > Sales > Sales Transaction Entry)
    • Open the document in question
    • Click a line you want to override and click the Blue Arrow to the right of Item Number in GP
  • Navigate to the Additional Menu and select AVA Override Line Details
    • Enter the date you wish to be considered for tax purposes in the Tax Date field