Return Sales Tax for a Tax Exempt Account

These steps are followed when a customer is billed for tax before discovery that the customer should be billed on a tax exempt basis.

  1. View the Account.
  2. Click on the Billing tab.
  3. Expand the Invoice(s) that have the taxable sales.
  4. For each taxable sale, create a Pending Sales Return.
  5. For each taxable sale, create a comparable non-taxable Pending Sale
  6. Select either Billing Statement > Post or Invoice > Post. The Account will now have the Sales Tax credited back to the Account and the Sales book correctly as non taxable Sales