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:
- In Avatax, click Transactions
- 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
- Tax Amount
- 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
- Tax Amount
- Save line item
- Calculate tax
- Save and Commit