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How do I add a Tax Writeoff or Tax Only Credit in the Admin Console?


If you have a tax write off or tax credit that for some reason you cannot process through a credit memo in your account system, it is possible to create a tax only credit in the admin console.


IMPORTANT NOTE:  As this method requires a tax amount override, customers who are participating in the Streamlined Sales Tax (SST) initiative are not able to use this method to perform a tax credit. 




  • Login to the admin-console and go to the Transactions tab.
  • Click on the  "New" button on the upper left.  An empty transaction will appear, with a Document and Lines tab.
  • In the Document Tab:  Fill out origin and destination addresses by clicking the blue hyperlinks for each address (located in top third of the page). Fields with an * are required.  These include doc code, customer vendor code, and document date.  
  • On the lines tab, click "Add new line".  Line No, Quantity, and Amount, are the only required fields.  For Quantity, enter an value of 1.  For Amount enter '0'.
  • Drop to the Tax Override Type Dropdown button, and select TaxAmount as the Override Type. 
  • In the TaxAmount field enter the amount of tax you are crediting IN A NEGATIVE amount.  ex. if you are crediting back $10 in tax, enter -10 in the field.
  • Enter a short description of the reason behind your credit in the Tax Override Reason text box.
  • Click on the Add button at the bottom to add the line to your invoice.
  • Click calculate tax on the left hand side of the page.  The negative amount you entered in the line will appear as the tax.
  • Click on Save as Committed in order to reduce your tax liabiity.



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