Adjusting sales taxes on an order

Sales tax information on a sales order is derived from the Customer Setup or Customer Ship To Setup record. You can change the sales tax information on a new or existing order. Changing tax information in Sales Order Entry changes tax information for the current order only. The customer’s tax records are not changed. Use these instructions to change the sales tax-related information on an existing order.

Select Sales > Entry > Order.
Click Maintain, and then specify the order number.
Click Next.
Click Taxes & Totals.
Select or clear the Taxable option.

If you clear the option, specify the reason. If you select the option, specify the taxing state and other taxing jurisdiction.
Optionally, override tax amounts in the Tax Detail section. Drill down on a tax jurisdiction type in the grid to edit it, and then click Save.

Note: If you make modifications in the Jurisdiction section, you must select an override reason in the Reason field. When a reason is selected, then you can select the Tax Override option. If you do not select a reason before you click Save, your changes to any tax information are not applied. Tax information entered in the Tax Detail section overrides the information in the Taxes - Sales Use Tax (SUT) section when the order is saved. The Tax Override option should only be selected when all other changes have been made because selecting this option freezes the records in the taxing table.
To disable the tax override Reason field and prevent an operator from changing the tax jurisdiction values, set the Allow Sales Tax Rate Overrides option in SA Operator Setup-Entry Options to No.
Complete the order.