Calculate Taxes
Form ID: (AR501600)
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 Advanced with External Tax Providers.
You use this form to calculate sales and use taxes on Accounts Receivable documents by using AvaTax. The form displays a list of released documents for which AvaTax has not yet calculated taxes, and you can select 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 calculation of taxes by AvaTax for the documents you have selected in the table. |
| Process All | Initiates calculation of taxes by AvaTax for all listed documents. |
Table
This table contains the released Accounts Receivable documents for which AvaTax has not yet calculated taxes. To include a document for processing, select the check box that precedes it. To select 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 Accounts Receivable document, which can be one of the following: Invoice,Credit Memo, Debit Memo, and Overdue Charge. |
| Reference Nbr. | The document reference number. |
| Customer ID | The customer, by its identifier. |
| Customer Name | The customer name. |
| 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. |