Why did my invoice recalculate to Zero tax when it was in a locked period?

Overview

I adjusted an invoice from a locked period and the tax recalculated to zero, now Quickbooks and AvaTax are out of balance. Nothing changed on the AvaTax side. How do I get my Quickbooks side to match, as I can't recalculate?

Environment

Quickbooks

Resolution

• The reason the tax is removed from the invoice or credit memo is because of the change made to the document.

  • This causes the program to reach out to AvaTax for a tax calculation.

  • As the period is locked, no tax can be calculated, so a zero amount is returned. 

• To fix this on the Quickbooks side,  all you have to do is set the tax schedule to something other than Avatax, then manually enter the tax to match and save.