The override structure (ovr) allows you to change the rate of a tax in the AFC tax engine within the context of the CalcTaxes request. More information on the override structure can be found here.
Although the CalcTaxes request gives the user the flexibility to input Override information for each transaction, we recommend using a Client Profile with a custom override file applied. This results in better performance from the Tax Engine because your override settings are cached before tax calculation begins.
Tax Override Example
This example shows the use of the Tax Override (ovr) object. It contains the following 2 overrides:
Tax Type (tid) 162 is being overridden to a 0 rate for all tax brackets (rate and max within the tax bracket (brkt) object) for all jurisdictions within the USA (ctry within the location (loc) object)
Tax Type (tid) 163 is being overridden to a 0.195 rate for all tax brackets (rate and max within the tax bracket (brkt) object) for all jurisdictions within the USA (ctry within the location (loc) object)
The overrides are being applied to all tax brackets by setting the max field within the tax bracket (brkt) to the “unlimited” value - 2147483647.
In the response, you can see that Tax Type (tid) 163 uses the overridden rate (rate) of 0.195 for all line items (txs) and the summarized taxes (summ). Additionally, Tax Type 162 is not returned as a tax for this transaction since the rate has been overridden to 0.