Tax date override vs tax amount override for refunds?

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  • Updated 2 months ago
While doing refunds using Avalara createTransaction API is tax amount override preferred over tax date override?
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s

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Posted 2 months ago

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Katina, Official Rep

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Either method is fine depending on your situation.

TaxDate is generally more flexible than TaxAmount but can result in a different tax determination if your company settings have changed since the original transaction.

TaxAmount forces a particular tax amount but is not available to SST users (due to the program's requirements) and is incompatible with some of the more complex tax rules (like base overrides).
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s

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Thanks for your reply