1. Store calculated tax as:

there are 3 ways how the tax amount is shown in a Sales Order/invoice/credit memo/etc 

    ​​​​​a) As an External tax 

In this mode, the tax is going to be shown on the left below the sales order/invoice/etc. You are also going to be able to see the tax discrimination in the different jurisdictions. 

The configuration for this mode is: 

 It would be shown like this: 

   b) As Freight (most used) 

In this mode, the tax is going to be shown as part of the freight in the right below the sales order/invoice/etc. 

In this option, you could choose whether to discriminate the tax or not. 

• Discriminating tax, it would be shown like this: 

• Not discriminating tax, it would be shown like this: 

    c) As a Line Item 

In this mode, the tax is going to be shown as an item in the sale order/invoice/etc. 

You need to create an item for sales called Avatax. 

The configuration for this mode is: 

 It would be shown like this: 

2. Behavior

• Disable recalculation on taxed documents. Manual and DGW: Check it when you do not want the tax to be calculated in any of your documents. 
• Calculate when ENTER key is pressed at the document: The tax amount will be automatically calculated when you press ENTER key, with no need to press the “calculate tax” button. 
• Calculate taxes in A/R down Payments: to calculate the tax amount over those documents. 
• Send lines as liable in A/R Down Payments: the lines are taxable, instead of each item.

3. Automatic Calculation

Check over which documents you want to calculate tax.

4. Tax amount override

Enable tax amount override: if it is checked, and the created UDF has some value, it will override the generic rules. In other words, it overrides the tax calculation and adds the value designated in this UDF