Crediting Taxes Paid through Avalara

Yahoo Archive
1
Thanks Chris. I got the same advice from Epicor Avalara support. They did mention that there is a design change request slated for E9.1 to handle this, but that is probably a year off. They did send me a word document outlining this procedure as well
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Thanks again

--- On Fri, 4/23/10, chrisb53029 <chris.berger@...> wrote:


From: chrisb53029 <chris.berger@...>
Subject: [Vantage] Re: Crediting Taxes Paid through Avalara
To: vantage@yahoogroups.com
Date: Friday, April 23, 2010, 1:41 PM


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How we would end up handling this is issue a credit memo for the invoice as is, which reverses out the tax and keeps Vantage and Avatax in sync. Once credited, in Avalara set up a one time exemption for the bill to, in the description field in Avalara, explain why so you have some traceability. Once the one time exemption is set up, rebill the invoice in Vantage.

--- In vantage@yahoogroups .com, Mark Wagner <mjfw2003@.. .> wrote:
>
> An international customer had a San Diego freight company pick up their order. We used the freight companies San Diego address as the ship to and it taxed the order. The tax error was not caught until much later and we have paid California for the tax. We need to recover the tax paid so we need to do a credit memo so the amount is captured in AVATAX.
> Â
> Any suggestions?
>
>
>
>
> [Non-text portions of this message have been removed]
>











[Non-text portions of this message have been removed]
2
An international customer had a San Diego freight company pick up their order. We used the freight companies San Diego address as the ship to and it taxed the order. The tax error was not caught until much later and we have paid California for the tax. We need to recover the tax paid so we need to do a credit memo so the amount is captured in AVATAX.
Â
Any suggestions?




[Non-text portions of this message have been removed]
3
How we would end up handling this is issue a credit memo for the invoice as is, which reverses out the tax and keeps Vantage and Avatax in sync. Once credited, in Avalara set up a one time exemption for the bill to, in the description field in Avalara, explain why so you have some traceability. Once the one time exemption is set up, rebill the invoice in Vantage.

--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> An international customer had a San Diego freight company pick up their order. We used the freight companies San Diego address as the ship to and it taxed the order. The tax error was not caught until much later and we have paid California for the tax. We need to recover the tax paid so we need to do a credit memo so the amount is captured in AVATAX.
> Â
> Any suggestions?
>
>
>
>
> [Non-text portions of this message have been removed]
>