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Avalara Help Center

How can I move transactions into another period?

Overview

I have to move transactions into another period

Environment

Avalara AvaTax

Resolution

  • You are able to manually move unlocked transactions by changing the document date:
    • Click document code > change date > Save as Committed
    • You can also use a Tax Date or Tax Amount override to maintain the same tax amount, click Calculate prior to saving to see any change