Open the Order/Invoice in either Order Manager & Invoice Manager, change the sales tax, and process.
Explanation: The order resource is simplified if the customer resource is correctly set up with the proper tax codes. If the reason you are changing the sales tax on this invoice is based on a permanent change to the customer resource be sure to correct it there before inputting another order for this customer.
Tax on the order is driven by the Taxes expander.
Tax on the order is driven by the Taxes expander.
Any changes made in the Taxes expander will update all products on the order. If the tax change applies to ALL the products, simply change in the Taxes expander.
Products may have a different tax based on their Ship-To. These are modified in the Products expander under the Taxes tab. The tax must be in the Taxes expander on this invoice to be added at the product level. Once the changes are made, Process the invoice and resend.
Products may have a different tax based on their Ship-To. These are modified in the Products expander under the Taxes tab. The tax must be in the Taxes expander on this invoice to be added at the product level. Once the changes are made, Process the invoice and resend.
If the customer has already paid the invoice, the difference will show in Receipts-Allocate for the tax amount. If the customer has not paid the invoice, the updated amount for the correct invoice will appear in the Collections-Receivables List.
Click “Add Tax” to add a sales tax resource to this invoice. Click “X” to remove taxes from this invoice. Changes will filter to the product level. If a new sales tax resource needs to be created, click Manage.
Product Expander and Taxes Tab
Product Expander and Taxes Tab
The Product expander will duplicate the taxes from the Taxes expander. If you do not see the tax you need, it must be added in the Taxes expander first.
Use the Taxable checkbox to indicate whether each sales tax will be calculated on this Product or not. If this box is checked, the Report checkbox will automatically be checked and the sales from this product will be included on the Sales Tax report.
Use the Report checkbox alone, to report sales on products that are exempt from tax, but still need to be included on the Sales Tax report.
Use the Taxable checkbox to indicate whether each sales tax will be calculated on this Product or not. If this box is checked, the Report checkbox will automatically be checked and the sales from this product will be included on the Sales Tax report.
Use the Report checkbox alone, to report sales on products that are exempt from tax, but still need to be included on the Sales Tax report.