DIL: Adjust a transaction

If you need to change a transaction, you can adjust it using the CalculateTaxes endpoint along with the document code (doc) for the transaction you want to adjust, and set theadj flag totrue.

Note

You can’t adjust transactions that were already recorded.

Request

View example:

curl --location --request POST 'https://communicationsua.avalara.net/api/v2/afc/CalcTaxes' \
--header 'client_id: 787' \
--header 'Authorization: Basic {Base64-encoded credentials}' \
--header 'Content-Type: application/json' \
--data-raw '{
    "cfg": {"incrf": true //--Return Reporting Information.
    },
    "cmpn": {"bscl": 1, //--Business Class: Typical value is "1". Is the provider and an Incumbant Local Exchange Carrier ("ILEC",  basically those companies that own the wire, antennas and switches of a network) or not?   0=ILEC, 1=NOT an ILEC (or Competitive Local Exchange Carrier "CLEC"). Streaming default to "1""svcl": 0, //--Service Class:  Is the provider Primarily a local service provider, or long distance?   0=Primary Local; 1=Primary Long Distance.  Streaming default: 0."fclt": false, //--Facilities:  Does the company providing the service have facilities to provide the service?  Streaming default: false."frch": false, //--Franchise:  Indicates if the company provides services sold pursuant to a franchise agreement between the carrier and jurisdiction. Streaming default: false."reg": false, //--Regulated:  Is the Seller is regulated?  Streaming default: false."idnt": "CertCompany"
    },
    "inv": [{    "doc": "test", //--Document Code:  Required.  GUID preferable. Every unique call must have a unique "doc".      "bill": { //--Bill To Object:  Calculates taxed based on the granularity of the address. Options include: passing only Preassigned Pcode value in PCD value via the GEO/PCODE APIs.  The actual address fields: the more granular the address, the more accurate the results.
"pcd": 1363100    },    "cust": 0, //--Customer Type: Required.  Default to "0" for Streaming.    "date": "2022-03-02",  // if this is an out of period adjustment use the date on the previous invoice to properly credit the tax    "itms": [
{
    "ref": "1_CertTest0_PCD_Only_StreamingVideo",
    "chg": 500,
    "sale": 1,
    "incl": false,
    "tran": 57,
    "serv": 674,
    "adj": true
}    ],    "invm": true, //--Returns Summary Tax Object for Invoice Presentation    "dtl": true, //--Returns Line Item Detail Taxes    "summ": true,    "acct": "CertCompany", //???  This is a conversation we need to have with Ryan and Pat i.e. NetSuite One World    "custref": "CertTest0", //uniquely identifies the customer in billing system    "invn": "CR-", // Must match the Billing Invoice reference value so data can be reconciled between systems    "bcyc": "202203",    "bpd": { //--Billing Period Object: Used for reporting.
"month": "03",
"year": "2022"    }}
    ]
}'

Response

View example:

{
    "inv": [{    "doc": "doc",    "itms": [
{
    "ref": "1_CertTest0_PCD_Only_StreamingVideo",
    "txs": [{    "bill": true,    "cmpl": true,    "tm": 512.0,    "calc": 1,    "cat": "UTILITY USER TAXES",    "cid": 8,    "name": "Utility Users Tax (Cable Television)",    "exm": -0.0,    "lns": 0,    "min": -0.0,    "pcd": 1362800,    "rate": 0.03,    "sur": true,    "tax": -15.36,    "lvl": 2,    "tid": 71},{    "bill": true,    "cmpl": true,    "tm": 500.0,    "calc": 1,    "cat": "GROSS RECEIPTS TAXES",    "cid": 3,    "name": "Statutory Gross Receipts NF (Video)",    "exm": -0.0,    "lns": 0,    "min": -0.0,    "pcd": 1362800,    "rate": 0.024,    "sur": false,    "tax": -12.0,    "lvl": 1,    "tid": 534},{    "bill": true,    "cmpl": true,    "tm": 500.0,    "calc": 1,    "cat": "EXCISE TAXES",    "cid": 4,    "name": "Excise Tax NF",    "exm": -0.0,    "lns": 0,    "min": -0.0,    "pcd": 1362800,    "rate": 0.03,    "sur": false,    "tax": -15.0,    "lvl": 1,    "tid": 533}
    ]
}    ],    "summ": [
{
    "max": 2147483647.0,
    "min": 0.0,
    "tchg": -512.0,
    "calc": 1,
    "cat": "UTILITY USER TAXES",
    "cid": 8,
    "name": "Utility Users Tax (Cable Television)",
    "exm": -0.0,
    "lns": 0,
    "pcd": 1362800,
    "rate": 0.03,
    "sur": false,
    "tax": -15.36,
    "lvl": 2,
    "tid": 71
},
{
    "max": 2147483647.0,
    "min": 0.0,
    "tchg": -500.0,
    "calc": 1,
    "cat": "GROSS RECEIPTS TAXES",
    "cid": 3,
    "name": "Statutory Gross Receipts NF (Video)",
    "exm": -0.0,
    "lns": 0,
    "pcd": 1362800,
    "rate": 0.024,
    "sur": false,
    "tax": -12.0,
    "lvl": 1,
    "tid": 534
},
{
    "max": 2147483647.0,
    "min": 0.0,
    "tchg": -500.0,
    "calc": 1,
    "cat": "EXCISE TAXES",
    "cid": 4,
    "name": "Excise Tax NF",
    "exm": -0.0,
    "lns": 0,
    "pcd": 1362800,
    "rate": 0.03,
    "sur": false,
    "tax": -15.0,
    "lvl": 1,
    "tid": 533
}    ],    "incrf": {
"acct": "CertCompany",
"custref": "CertTest0",
"invn": "CR-",
"bcyc": "202203"    }}
    ]
}