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.
Select Maintain Order and specify the order number. Click Next.
Access the Review Taxes and Totals view and expand the Taxes - Sales Use Tax (SUT) section.
Optionally, adjust this tax-related information:

Taxing State

Select a more applicable state.

Taxable

Select or clear this option.

Reason

Specify a non-tax reason if the order is non-taxable.
Optionally, override the tax amounts.
1. Expand the Tax Detail section.
2. In the form below the grid, select a Reason.
3. In the grid, select a Type. For example, City.
4. Click Edit. The fields in the form become available.
5. Make changes in the Jurisdiction or Amounts/Values sections.
6. Click Save.
7. Specify a tax override reason in the Tax Detail section and click Create.
8. In the Jurisdiction section, specify the Tax Type to modify and make the necessary adjustments in the Amounts/Values section.
9. Click Save.
  
  Note: If you make modifications in the Jurisdiction section, the Tax Override option is automatically selected. 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 prevent an operator from using the tax override, set the Allow Sales Tax Rate Overrides option in SA Operator Setup-Entry Options-Entry Overrides to No.
Complete the order.