CenterPoint® Accounting - Correct or Remove Sales Tax on a Previously Entered Customer Invoice

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This document explains how to correct or remove sales tax on a previously entered invoice. For example, if a customer was originally charged sales tax and later notifies you that they are tax exempt. These steps will correct the customer's balance and the sales tax reports.

Note: If the invoice has already been paid, the payment should be deleted prior to processing the correction detailed below and re-entered after the invoice is corrected.

 

Remove Sales Tax on a Previously Entered Invoice

Correct the Sales Tax on a Previously Entered Invoice

Remove Sales Tax on a Previously Entered Invoice

  1. Using the Report Drill Downs or Transaction Search, Edit the original invoice.
Note: For step-by-step instructions on how to edit an existing transaction, please refer to the Edit or Delete a Transaction topic.

  1. Once the original invoice is displayed, right-click on the Customer and select Edit.
  2. Click on the Accounting tab and select the Not Subject to Tax box. If known, also enter the Exemption Id number.

  1. Click Save on the Edit Customer screen.
  2. On the Customer Invoices screen, click on the Recalculate Tax button.
  3. Select the Invoice tab and verify that the Sales Tax is now zero.

  1. If you'd like to reprint the edited invoice or attach a document to this transaction, on the Select tab, select the Print button or see the Attach Documents to Transactions topic for detailed information.
  2. Click on Save

Correct the Sales Tax on a Previously Entered Invoice

  1. Using the Report Drill Downs or Transaction Search, Edit the original invoice.
Note: For step-by-step instructions on how to edit an existing transaction, please refer to the Edit or Delete a Transaction topic.
  1. Once the original invoice is displayed, select the appropriate Sales Tax.
Note: If the sales tax calculated was incorrect because an item was marked taxable and shouldn't have been (or vice versa), then right-click on the Item (on the Invoice tab) and make the correction.
  1. Click on the Recalculate Tax button.
  2. Select the Invoice tab and verify that the Sales Tax is now the correct amount.
  3. If you'd like to reprint the edited invoice or attach a document to this transaction, on the Select tab, select the Print button or see the Attach Documents to Transactions topic for detailed information.
  4. Click on Save.

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