Concept: Override Tax Amounts in Customer Invoice and Cash Sale Web Services
The functionality described in this topic applies to web service versions 41 and above.
You can edit fields in the
Taxable Code Application Data
element on these web services:
- Import Customer Invoices
- Submit Cash Sale
- Submit Customer Invoice
- Submit Customer Invoice Adjustment
When you don't have
Third Party Tax Options
enabled on the Edit Company Tax Details
task, you can use the Tax Amount
field on the Tax Rate Application Data
sub-element to override Workday tax calculations. If you:
- Leave all fields in theTaxable Code Application Dataelement blank, Workday doesn't override the tax amount.
- Specify values for the other fields, but leave theTax Amountfield blank, Workday overrides the tax amount as 0.
Workday always calculates the withholding tax, and you can't override it.
If you edit an invoice, adjustment, or cash sale, or if it passes through a business process review step, Workday recalculates your tax amount. This applies even if you don't make any changes. Workday recommends that you reconfigure your business process to remove the review step when populating tax amounts using web services.
Before you call our web services, group the lines on the
Tax Code Application Data
element, by Tax Applicability
, Tax Code
, and Tax Point Date Type
.