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Removing Sales Tax from Invoice

Question:

What is the best practice to remove sales tax from an already generated/posted invoice if we do not have credit memos enabled in our tenant? We use Avalara for our tax engine. Thanks!

 

Solution:

The taxes on the posted invoices can be adjusted through Invoice item adjustments, provided taxes are not calculated for IIA. 


Please refer below knowledge center articles for reference:
https://knowledgecenter.zuora.com/CB_Billing/IC_Invoice_Item_Adjustments

 

If the permission Use Avalara to Calculate Tax for IIA is enabled, taxes will be calculated for invoice item adjustments. If taxes doesn't want to get created for IIA, then this permission has to be disabled and re-enabled after performing the action. Please reach out to Zuora Support for enabling and disabling the permission.

Please refer the below knowledge center article on Avalara Taxes in Invoice Item Adjustments:
https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/L_Taxes/B_Avalara_Integration/Aval...   






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