Workbench Overrides

Menu > Workbench > Overrides

Use this page to override the calculated tax at different effective tax levels in a transaction. You can specify the tax rate to apply, a tax amount to apply, or indicate that no tax should be applied on both the invoice or line level.

For example, you can specify that if a calculation results in a tax effective at the City level (such as IL – Chicago City Sales/Use), the tax rate will be overridden to 1%.

Add an invoice-level override

  1. Choose whether or not to set No Tax for all taxes at all levels by selecting Yes or No (default) from the All menu.
  2. If you selected No, specify in which zone levels you want to set No Tax, by choosing Yes, No, or (Null) at each level.
  3. If you chose No for any level, you can optionally set the Tax Rate and Tax Amount (see the field reference below).
  4. Click Submit to save this exemption.

Add a line-level override

  1. Click the Line Data button if necessary. This button does not appear if you are already in line configuration mode.
  2. Select the desired line by choosing a number from the Line menu. If you need to see details about a line, you can toggle back and forth by clicking the Line Items and Line Data buttons.
  3. Choose whether or not to set No Tax for all taxes at all levels by selecting Yes or No (default) from the All menu.
  4. If you selected No, specify in which levels you want to set No Tax, by choosing Yes, No, or (Null) at each level.
  5. If you chose No for any level, you can optionally set the Tax Rate and Tax Amount (see the field reference below).
  6. Click Submit to save this exemption.

View XML data

  1. Click the Actions menu.
  2. Select XML Input, Allocated XML Input, Filtered XML Input, or XML Output. For more information, see Viewing Workbench XML Data.

Export a scenario

You can export the selected scenario, or all scenarios associated with this company.

  1. Select Properties from the Actions menu.
  2. Click one of the following:
    • This Scenario to export only the selected scenario.
    • This Scenario and All Siblings to export the selected scenario and all other scenarios associated with the selected company.
  3. Click Save.
  4. Browse to or enter a filename to save to and click Save.

Once you save the file, you can re-import it. See the Importing Data page.

View calculation details

  1. Click Submit to save your scenario.
  2. Click Results in the Selected Scenario section.

Workbench Overrides Field Reference

No Tax

This indicator sets tax to zero. No Tax can be set on any individual geographic level, or at the All level.

Rate

This forces the tax rate for the invoice or line.

Amounts take precedence over Rates.

Amount

This forces the tax amount on the invoice or line level.

Amounts take precedence over Rates.

Supply Exempt Pct

This field is deprecated and should not be used.