Committing Tax on Billing Documents Using Avalara AvaTax

If your org is configured to use Avalara AvaTax to calculate tax on billing documents, you might be required to commit tax. This might be necessary if, for example, your business submits its tax returns using Avalara. You can commit tax for a single billing document from its detail page, or for multiple billing documents from the list view. Committing tax both calculates a billing document's tax value and commits it to Avalara AvaTax.

You can only commit tax for draft billing documents where the External Tax Status is not "Finalized". If a billing document's External Tax Status is "Finalized" its tax value is already committed to Avalara AvaTax and cannot be changed.

Warnings:

Committing tax to Avalara AvaTax cannot be undone from within Billing Central.

Do not edit a billing document after its tax has been committed because some edits might affect the document's tax value but the value committed to Avalara AvaTax cannot be changed.

If you set up the Billing Central Automation feature to automatically calculate tax using Avalara AvaTax, note that committing tax to Avalara AvaTax is not included in the automation. If you want to commit tax, do not automate the stage "Automatically Complete Billing Documents" because tax can only be committed for draft billing documents. You will need to commit tax and complete your billing documents manually.

Read Using Avalara AvaTax for Tax Calculation before committing tax.

Committing Tax for a Single Billing Document

To commit tax for a single draft billing document:

  1. Click the Billing Documents tab.
  2. Click the Document Number of the draft billing document that you want to commit tax for.
  3. Click Commit Tax with Avalara.
  4. To confirm the action, click Commit Tax.

Committing Tax for Multiple Billing Documents

To commit tax for multiple draft billing documents:

  1. Click the Billing Documents tab.
  2. Select the draft billing documents that you want to commit tax for.
  3. Click Commit Tax with Avalara. The Commit Tax with Avalara page displays the number of billing documents that will be processed. The page also lists any invalid billing documents with a description of the error. Invalid documents are excluded from the process.
  4. To confirm the action, click Commit Tax. The process starts in the background.

You can click View Background Process to monitor the progress. For more information, see Monitoring the Progress of a Background Process. If errors occur when processing multiple documents, contact your administrator to confirm that an appropriate scope size is set.