Posting and Committing Tax for an AP Voucher Credit in Avalara AvaTax

If your org is configured to use Avalara AvaTax to calculate tax on AP voucher credits, you might be required to commit tax. This might be necessary if, for example, you committed tax for the original AP voucher and you want to record the credit in Avalara, instead of canceling tax for the AP voucher.

Committing tax is a two-step process. You must first post the tax to Avalara AvaTax. This changes the status of the related transaction in Avalara from "Uncommitted" to "Posted". Posted transactions are not included in reports and returns. Once the transaction is verified, you must commit the tax. This changes the status of the transaction to "Committed". Avalara includes committed transactions in reports and returns, and prevents further changes to them.

Posting Tax for an AP Voucher Credit

You can only post tax for AP voucher credits with the External Tax Status field set to "Calculated".

To post tax for an AP voucher credit to Avalara AvaTax:

  1. Open the AP voucher credit that you want to post tax for.
  2. Click Post Tax.
  3. Click Post Tax to confirm the action.

After tax is posted, the External Tax Status field is set to "Posted". At this stage you can:

  • Commit the tax.
  • Calculate the tax again. In this case, the status changes to "Calculated" and you must post the tax again.

Committing Tax for an AP Voucher Credit

You can only commit tax for AP voucher credits with the External Tax Status field set to "Posted".

To commit tax for an AP voucher credit to Avalara AvaTax:

  1. Open the AP voucher credit that you want to post tax for.
  2. Click Commit Tax.
  3. Click Commit Tax to confirm the action.

After tax is committed, the External Tax Status field is set to "Committed".