Adjusting sales taxes on a line

Sales tax default information is set up in Customer Setup or Customer Ship To Setup record, but you can change the sales tax information on a line. Changing taxes on a line does not change the customer’s tax records.

  1. Select Sales > Entry > Order.
  2. Click Maintain, and then specify the order number.
  3. Click Next.
  4. In Advance Line Entry, select the line to edit.
  5. In the Extended Fields section, optionally adjust this tax-related information:
    Taxable
    Select or clear the option.
    Reason
    If you clear the Taxable option, specify a non-tax reason.
    Tax Group
    Select an applicable tax group.
    Note: If the customer or product is taxable, do not leave the Tax Group field blank to indicate the line is nontaxable. If the line is nontaxable, you must select a nontaxable Tax Group. The exception to this is if your company operates in Canada and your Tax Method in SA Company Setup is GST.
  6. Click Update to save changes to the line.
  7. Finish the order.
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