How can I override the tax on a transaction?

Overview

You want to know how to override the tax on a transaction. There are several methods; choose one to use depending on your specific situation.

Environment

AvaTax

Resolution

Note: Transactions with a status of "LOCKED" are locked for filing and cannot be adjusted via an override.

• Transaction Level Override
  • In Avatax, click Transactions 
    • Click the Invoice (Doc Code) number to pull up the specific document
    • Click Edit Document Details
    • Expand Additional Information (located above Origin address)
    • Select checkbox:

• Use drop down to select Tax Override Type:
  • Tax Amount
    • Enter the Total Tax Amount and a brief description in the Tax Override Reason field
  • Exemption
    • Provide a brief description in the Tax Override Reason field
  • Tax Date
    • Adjust Tax Date and a brief description in the Tax Override Reason field
• Save document detail
• Click Calculate Tax (below line items header)
• Click Save and Commit

You can't have a transaction level override and a line level override on the same transaction. If you only need to override one line, do a line level override; if you need to override more than that, do a transaction override.

• Line Level Override – only applies to the line selected
• In Avatax, click Transactions 
  • Click the Invoice (Doc Code) number to pull up the specific document
  • Click Edit Document Details
• Expand line (carrot under Tax Detail)
  • Expand Advanced Options
• Select radio button:
• 
  • Tax Amount
    • Enter the Total Tax Amount and a brief description in the Tax Override Reason field
  • Exemption
    • Provide a brief description in the Tax Override Reason field
  • Tax Date
    • Adjust Tax Date and a brief description in the Tax Override Reason field
  • Accrued Tax Amount
    • Enter tax amount and override reason
  • Derive Taxable
    • Provide override reason
• Save line item
• Calculate tax
• Save and Commit