Overriding Sales Tax Rates

Use this procedure to override an incorrect sales tax amount for entered invoices. This procedure is recommended only when you have a few invoices to recalculate (or transfer), and can be performed in either the Accounts Receivable or Work Order modules.

Note: When a work order invoice needs to be recalculated, it is recommended that you make these changes before transferring the invoice to Accounts Receivable.

Overriding Sales Tax Rates in Work Order

  1. On the Site Map, click Work Order > Data Entry > WorkOrder Entry and enter the work order information for the invoice you want to recalculate.

  2. Click the Transfer button.

  3. In the Work Order Transferredto A/R screen, go to the Totals portion of the screen and enter the new Salestax amount.

  4. Click Continue to transfer the invoice information to Accounts Receivable.

Overriding Sales Tax Rates in Accounts Receivable

  1. From the Site Map, click Accounts Receivable > Data Entry Customer Invoices and enter the invoice information for the invoice you want to recalculate.

  2. In the Totals portion of the screen, enter the correct Sales tax amount and click OK.

  3. Click the Update button to open the Sales Journal/Update screen and run the report and the update.

  4. From the Site Map, click Accounts Receivable > Reports > Sales Tax to review the new amount that you have actually billed.