View a list of adjustments

Run the tax adjustment report to see a list of all tax adjustments.

In the Cockpit, go to Sovos Smart Tax Adjustment, then execute Tax Adjustments Report.
Enter values to filter the list of adjustments.
Click Execute.
A list of adjustments that match your criteria is displayed.

The tax adjustment report shows the following information for each adjustment:

Process: Whether the adjustment document is for Accounts Receivable (A) or Accounts Payable (P)
CoCode: The company code
DocumentNo: The document number for the adjustment document
Year: The fiscal year
Type: The document type
Doc. Date: The document date, which is the date that the adjustment document was created
Posting Date: The date that the adjustment document was posted
Customer: The customer number
Vendor: The vendor number
Amount in LC: The tax amount on the adjustment document, converted into the local currency for the specific company
Reason Cod: The reason code on the adjustment document
OrigNumber: The document number of the original invoice
OrigFiNum: The reference accounting number of the original invoice
Created By: The user that made the tax adjustment

Tax Determination