Order Entry: credit tax only

Sometimes a customer is charged tax when they should not have been, and you need to credit the sales tax.

This example shows you how the do a credit note in OE for the tax portion.

Open a new OE Credit/Debit Note Entry.
Set Document Type to Credit Note and enter the customer number.
Enter/select an Invoice Number to apply the credit note to.

Click the Taxes tab and then uncheck the box next to Calculate Tax.
Enter the tax amount to be credited in the Tax Amount field, leave the Tax Base as zero.
Do not click Calculate Taxes or Distribute Taxes.

Click the Credit Note tab and then click the Item/Tax button.
If you selected an OE invoice to apply the credit note to then your item details will be displayed. If you did not select an OE invoice number then you need to enter the item numbers, for this example I will assume you selected an OE invoice.
Set the Credit Type to Price Adjustment and change the Price/Adjustment amount to zero.
Enter the tax amount in the Tax Amount field and leave the Tax Base zero.
Click Save and repeat for the rest of the detail lines on the invoice, then click Close.

Click the Totals tab and verify that the Plus Excluded Tax and Credit Note Amount equals the tax amount to be credited.
Click Post.