Manually enter tax rates or amounts for a specific document.

1. In the Cockpit, go to Sovos Smart Tax Adjustments, then execute Documents To Be Adjusted.
2. In the Process section, select A/P or A/R.
3. In the Document Selection section, fill in the Company Code, Fiscal Year, and Posting Date fields to filter the list of documents.
   You can also filter the list of documents by document number, vendor or customer number, and username, but these are optional.
4. In the Number of Hits field, enter the maximum number of documents you want to display.
5. Click Execute.
   A list of documents matching your filtering criteria that are eligible for adjustment is displayed.
6. Select the document you want to adjust from the list, then click Manual Adjust.
   The document details are displayed in the Sovos Smart Tax Adjustments window.
7. Enter the reason code in the Reason field or select a code from the dropdown.
8. Adjust the document.
   • To adjust the tax rate, click Adjust Percent and enter the new tax rate.
   • To adjust the tax amount, click Adjust Value and enter the new tax amount.
9. Optional: Enter a comment about the adjustment in the Comment field.
10. Click Save.