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