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How can I enter a tax only transaction in SalesForce?

Overview

You want to process a transaction for tax only in SalesForce.

Environment

AvaTax for SalesForce

Resolution

  • You must be using the newest version of the Avalara for SalesForce software (version AvaTax for Salesforce Opportunity 5.14.0.0)
  • Enable the feature:
    • Go to TaxNOW settings > under TaxNOWSetting Detail select Allow Tax Override checkbox
  • Add a Tax Amount product to your product list which has a Sales Price of $0
  • Use on a transaction:
    • In your sale in SalesForce: add the Tax Amount product > click Edit next to the product > enter the amount in Sales Tax Amount
    • The specific amount you enter in tax amount will be sent to Avalara as the entire sale value, showing as tax only

 

Note: A tax override tax amount will still be applied even if the customer is exempt (Exemption or Entity Use Code). Tax override enables you to tax a typically nontaxable customer. It is not possible to use the Tax Override if you are using SST service and the transaction is destined for an SST state.