Calculate Taxes
Form ID: (AP501600)
This form can be used only if your system is integrated with the AvaTax online service by Avalara. For an overview of this integration, see Integrating MYOB Acumatica with External Tax Providers.
You use this form to calculate sales (if required) and use taxes on AP documents by using AvaTax. The form displays a list of released documents for which AvaTax has not yet calculated taxes, and you can select the specific documents for tax calculation or calculate taxes for all listed documents. After that, you use the Post Taxes (TX501500) form to post to AvaTax the documents that you want to be included in tax reports.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
Button | Description |
---|---|
Process | Initiates the calculation of taxes by AvaTax for the selected documents. |
Process All | Initiates the calculation of taxes by AvaTax for all listed documents. |
Table
This table displays the released AP documents for which AvaTax has not yet calculated taxes. To include only certain documents for processing, select the check box that precedes each document, and to include all the documents on the page, select the check box in the column header. You then click Process or Process All to begin the tax calculation.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column | Description |
---|---|
Included | An unlabeled check box that you select to include the document in tax calculation if you click Process. |
Type | The type of the AP document. |
Reference Nbr. | The document reference number, which was assigned by a numbering sequence. |
Vendor | The identifier of the vendor. |
Vendor Name | The name of the vendor. |
Status | The status of the document. |
Date | The date when the document was created. |
Post Period | The period to which the document transactions should be posted. |
Amount | The amount of the document. |
Currency | The currency of the document. |
Description | The user-provided description for the document. |