Reviewing Tax Information
Receivables lets you review and update tax information for your credit memo lines in the Tax window. You cannot enter or update information in this window if you have specified a freight memo line or if the invoice line you are crediting has no tax.
You cannot delete any lines or enter new lines in the Tax window unless you are reviewing an on-account credit memo with a tax type of 'Ad Hoc'.
Prerequisites
To enter or review tax information for your credit memo lines:
1. Navigate to the Credit Transactions or the Transactions Summary window.
2. Query the credit memo to view.
3. If you are in the Transactions Summary window, choose Open.
If you are in the Credit Transactions window, choose Credit Lines.
5. If this is an on-account credit, you can update the Tax Code for your credit memo lines by entering a new, ad hoc tax code.
If this is a credit memo against a specific invoice or commitment, Receivables calculates the Amount of your credit memo tax lines. You can accept this value or enter a new amount. For tax-only lines, the default Tax Amount is the list price of the standard line you selected, adjusted for any currency differences.
See Also
Reviewing Accounting Information
Reviewing Sales Credits
Reviewing Freight Information
Tax Window Field Reference
Enter credit memos