AvaTax Refunds/Credit Memos Badge Requirements
Prerequisite - Avalara Certified for Sales Tax
Additional Requirements
NameTypeDescriptionComments
PostTax/CommitTax call – Credit Memos
Required

Ensure that returns are committed/posted for reporting appropriately. More information about handling returns.

Send original invoice date as tax calculation date for return orders/credit memos
Required

More information about handling returns.

Send current transaction date as document date for return orders/credit memos
Required

More information about handling returns.

Supports Tax Only adjustments
Suggested

More information about handling returns.

Tax Override / Tax Amount
Suggested

Process returns using tax override / Tax amount.