- How do I enter sales tax credits and debits?
- CREDIT
If you need to issue a tax credit, you will need to do so from the Sales Order Entry screen. This is done by adding a taxable tax code, right clicking the empty product line on the Detail and selecting Issue Tax Debit/Credit. This will generate an order with only a tax credit. Click Create Invoice to move the order into billing. This will post a tax credit for a customer that should not have been charged tax initially.
- DEBIT
If you need to issue a tax debit, you will need to do so from the Sales Order Entry screen. This is done by adding a taxable tax code, right clicking the empty product line on the Detail and selecting Issue Tax Debit/Credit. This will generate an order with only a tax charge. Click Create Invoice to move the order into billing. This will post a tax debit for a customer that was not charged tax initially.
See Also: Enter sales tax credits and debits
