Change Customer or Detail Tax Information on Documents

To change tax amounts for orders, shipments, invoices, credit notes, and debit notes, you can:

Change the tax group and tax classes for the customer.
The customer tax group determines the tax jurisdictions for the invoice.
The customer tax classes determine where the customer is subject to tax.
Change the tax class, taxable status, or tax amount for any of the detail lines.
Default item tax classes are assigned to items in the Inventory Control program.
Directly change the tax amounts.

This topic provides instructions for changing the tax groups and tax classes.

For information on directly changing tax amounts, see Change Tax Amounts for Order Entry Documents.

You cannot change the tax information on a posted invoice. You must change it before posting.

Open Order Entry > O/E Transactions > Order Entry or Shipment Entry.
Type the number of the transaction that you want to edit, or select it from the Finder.

Note: You cannot change information for a completed order, or for an invoiced shipment, or for a posted invoice.

Click the Customer tab.
In the Tax Group field, type the new tax group code or select it using the Finder.

Click the taxes tab.
In the Customer Tax Class field for each tax authority, enter the correct tax class for the customer.
Enter a tax registration number if necessary.
To change the tax class for a detail item or miscellaneous charge (whether the item is taxable):

Click the first tab for the document. (Depending on the type of document, this is the Order, Shipment, or Invoice tab.)
Select the detail line for which you want to edit tax information (on the detail grid on the Document tab).
Click the Item/Tax... button or press F9.
In the tax grid at the bottom of the zoomed detail form, enter a different tax class, if a different one applies.
Change the Tax Included setting, if necessary.

You can only change this setting if "Tax Included" is allowed by the Tax Authority in Tax Services.

For information about sales tax calculation, see Calculating sales taxes.

For information about entering taxes manually, see Enter taxes manually.