Adjustments workflow

Documents are adjusted using the CalculateTaxes endpoint with some additional flags. There are two ways to create adjustments in transactions, depending on whether you set the adj flag to true or false. In addition, you may encounter a case where an adjustment involves a retroactive tax change.

Adjustments with adj flag enabled

When adj is true, you simply send the run the same transaction as the original transaction:

Include the original transaction's doc code.
Send positive values for charge (chg), lines (line), and/or minutes (min)
Set the adjustment method (adjm) to0.

Adjustments with adj flag disabled

When adj is false, specify the following in the transaction:

Include the original transaction's doc code.
Send negative values for charge (chg), lines (line), and/or minutes (min).
Set the adjustment method (adjm) to0.
Specify a discount type (disc).

Adjustments with retroactive tax changes

It isn’t uncommon for adjustments to require a retroactive tax change from the FCC. In this case, obtaining the correct tax amount requires an override.

The adjustment below uses an override that assumes the original tax rate for the adjustment was 1.5 percent.

View example:

"ovr": [
  {
    "loc": {
      "ctry": "USA"
    },
    "scp": 0,
    "tid": 162,
    "lvl": 0,
    "lvlExm": true,
    "brkt": [
      {
        "rate": 0.015,
        "max": 2147483647
      }
    ]
  }
]