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Change sales tax information for a specific sale

You can change the sales tax rate for a specific sale at the time you make the sale (or create an estimate, credit memo, etc.). You also can change the taxable status of the customer, or a particular item, just for that sale.

For example, a customer who is normally taxable may be buying items for a non-profit organization. Sales to non-profits are not taxed, regardless of the taxable status of the items you're selling or the taxable status of the customer. In this case, you could change the customer's sales tax code for this particular sale.

Note: Any changes you make for a specific sale affect only that sale.

For a specific sale, I need to change:

  • An item's sales tax code (column)

    In the Tax column on the right of the sales form, click the drop-down list for each item that you want to change and choose the sales tax code you want to use. If you need to add a new sales tax code, select .

    To permanently change the sales tax code associated with a particular item that you sell, you must edit the item record.

  • The customer's sales tax code

    In the Tax drop-down list at the bottom of the sales form, choose the sales tax item you want to apply to this sale. If you have a new sales tax item and rate that you want to use, select to add a new sales tax item.

    To permanently change the sales tax rate associated with a specific customer, for example if you sell to a customer in her home, and she moves to a county with a different sales tax rate, edit the customer record.

    To permanently change the sales tax rate associated with a particular sales tax item, for example, if there was an increase in the sales tax rate for your county, you must create a new sales tax item.

  • The vendor's sales tax code

    In the Customer Tax Code field at the bottom of the sales form, click the drop-down list and choose the sales tax code you want to use for this customer. If you need to add a new sales tax code, select .

    To permanently change the sales tax code associated with a specific customer, you must edit the customer record.

KB ID# H_SALES_TAX_TASK_CHANGE_SALES_TAX_INFO_ON_SALE
9/28/2016 4:54:25 PM
PPRDQSSWS407 9138 Pro 2017 e8c3d2