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Avalara Help Center

How to use the Ship to address for tax calculation on a credit memo in Quickbooks?

Overview

An invoice must be completely credited out, however the tax amount is different because the credit memo will only use the Bill To address.

Environment

Quickbooks

Resolution

  • The reason you cannot have the credit memo use the Ship To address from the original invoice is the field is not visible on the credit memo form
    • This is related to Quickbooks settings for Credit Memos
  • Please pull up a credit memo and click on Formatting > Configure Data Layout
    • Select the Ship To address checkbox and press save
  • You can now enter the Ship To address on the credit memo
    • To make sure tax calculated correctly off the Ship To address, please review the transaction in the Admin Console.
      • The Destination address will display the address used for tax calculation