# Tax Overrides and Where Tax Appears in Reports

This article covers reading tax on invoices and receipts, correcting the tax on
a specific invoice by hand, and where tax totals appear in reporting.

## Reading the tax line

On invoices and bidder receipts, a taxed line shows the **jurisdiction and rate
that was applied**, taken from a snapshot saved with the purchase:

- A state rate shows as, for example, **`CO 7.250%`**.
- A country-default rate shows the country's short name.
- A rate that came from the item's own fallback rate shows the bare rate.

A single **receipt-level** "Tax (CO 7.250%)" caption appears only when every
taxed item on the receipt shares the same jurisdiction and rate **and** the
auction has no buyer's premium. On auctions with a buyer's premium, the
receipt's "Tax" total also includes the premium, so it's shown as a plain
**"Tax"** with the per-line labels carrying the rate detail.

## "Tax needs review" flags

If a manager took payment **without** a bidder address (see
[Why Bidders Are Asked for an Address at Checkout](/why-bidders-are-asked-for-an-address-at-checkout/)),
that invoice line records **$0.00 tax** and gets a small warning indicator. The
invoices list has a **"Tax needs review"** filter so you can find these and
correct them.

:::note
A blank rate that was **intentional** — for example, a state where your
organization simply doesn't collect tax — is **not** flagged. Only
missing-address cases are.
:::

## Override the tax on an invoice

To set the tax on a specific purchase by hand:

1. Open the invoice and choose **Edit Payment Tax** on the line.
2. Enter the correct tax amount and save.

<!-- TODO screenshot: the "Edit Payment Tax" modal -->

What happens:

- The amount you enter is saved and the receipt totals are recalculated
  immediately.
- The line is marked as **manually set**, which **protects it from being
  recalculated** later. Regenerating the receipt or other changes will not
  overwrite your override.

Because a manual override is locked in, only use it when you specifically intend
to fix that one invoice.

## Where tax appears in reports

Tax totals flow into the auction's tax/premiums reporting. For tax-table
auctions the report uses the same rate logic as checkout, so the numbers match
the invoices — including for winners who haven't checked out yet. Values already
applied to purchases are read from their saved snapshots, so historical figures
stay accurate even if you later edit the table's rates.

## Related articles

- [Set Up an Organization Tax Table](/set-up-an-organization-tax-table/)
- [Why Bidders Are Asked for an Address at Checkout](/why-bidders-are-asked-for-an-address-at-checkout/)