SECTIONS
If your org is configured to use Avalara AvaTax to calculate tax for invoices, you might be required to commit tax. This might be necessary if, for example, your business submits its tax returns using Avalara.
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 Invoice
You can only post tax for invoices with the External Tax Status field set to "Calculated".
To post tax for an invoice to Avalara AvaTax:
- Open the invoice that you want to post tax for.
- Click Post Tax.
- 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 Invoice
You can only commit tax for invoices with the External Tax Status field set "Posted".
To commit tax for an invoice to Avalara AvaTax:
- Open the invoice that you want to commit tax for.
- Click Commit Tax.
- Click Commit Tax to confirm the action.
After tax is committed, the External Tax Status field is set to "Committed". If you credit or void the invoice, you must also cancel the tax in Avalara.