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Avalara Help Center

How can I override the tax on a transaction in AvaTax?

Overview

You need to specify the tax amount on a transaction in AvaTax.

Environment

Avalara AvaTax

Resolution

  • Header Level - Applies to all lines on the invoice
    • In AvaTax, click the Transaction tab
    • Click the Invoice (Doc Code) number to pull up the specific document
    • Click Edit
    • On the Document Tab- click Tax Override Type menu and select Tax Amount
      • Enter the Total Tax Amount (Desired total tax amount)
      • Provide a brief description in the Tax Override Reason field
      • Select an option from the Adjustment Reason menu. If Other is selected, an explanation is required in the description field below
    • Click Calculate Tax
    • Click Save as Uncommitted or  Save as Committed
  • Line Level - Applies only to the line selected
    • On the Lines tab, click the Tax Override Type menu and select Tax Amount
      • Enter the Total Tax Amount (Desired total tax amount)
      • Provide a brief description in the Tax Override Reason field
      • Select an option from the Adjustment Reason menu. If Other is selected, an explanation is required in the description field below
    • Click Calculate Tax
    • Click Save as Uncommitted or  Save as Committed

 

Note:

The line item amounts must be above zero, as you cannot apply a tax override to non-taxable line items. Also- you can not do a tax override on both the Document and Line Levels. It must be one or the other.