Correct Sales Tax

Use this procedure to correct sales tax, if it was added incorrectly using the Add Sales Tax adjustment procedure.

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Type the Customer Number and press Tab.

The customer name and account information appear. View field definitions.

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Click Trans Lookup, and select the transaction.

In the Adjustment field, type the amount to decrease the sales tax. Do not type a negative number.
Click Browse to attach the completed Tax Form and copy of the Tax Exempt Certification.
To add a comment, click Add New. Tell me how...
Verify that the total adjustment and the customer balance after the adjustment are correct.
Click Save.
Click OK.

Field	Definition
Customer Name	Customer name.
Major Account Number	Account number on the major account.
Major Account Name	Name on the major account.
Transaction	Transaction number.
Original Transaction Amount	Original dollar amount of the transaction.
Adjustment Amount	Amount of sales tax to correct or remove from the account.
Attachment	File name of any attached document.
Notes	Comments added to the account.
Original Customer Balance	Customer account balance before the adjustment.
Total Adjustment	Total amount adjusted on the account in this transaction.
Customer Balance After Adjustment	Balance of the customer account now.