Tax Refund - AR Credit Memo with Tax Only set

[Former Member]

Hi, Expert,

I am copying one AR Invoice to AR Credit memo, and check "Tax Only" field to handling the refund for Tax only case.

But I got an error message when I click "ADD":

"AR Credit Memo - Rows - Tax Only line cannot disable the tax only calculation in a AR Credit Memo documents that was based on another document..."

I don't quite get this message on "DIsable" wording... I am enabling the Tax Only but not disable !!??

Please help me solve it for my customer is waiting for this credit memo.

Thanks in advance.

Best regards,

Michelle for Allen

[jitin_chawla · Accepted solution]

Hi,

What this handling error message means is that the Tax-Only tickbox cannot be used as it was not used in the base document. The tax selection for deliveries, AR Invoices (or any document that creates a journal entry) must be consistent.

For example:

It is similar to creating a delivery with tax code A, then copying

the delivery to an invoice and trying to change the tax code to

code B, this is not possible.

It is not possible to create a target docuemnt without the tax-only tick box if the base document has it and vice versa.

Regards,

Jitin Chawla

[Former Member · Accepted solution]

Hi, Gordon and Jitin,

I know the copy can't work;

but I also did try to add a stand-alone AR Credit memo with service type, the system gave me:

1. If I didn't entry account code, then I got Tax amount after I click "Tax Only"; but system not allowed me to add the record because the account code is blank.

2. If I entried the account code, then I got '0' on tax amount , and whole document became '0'. Is this a bug?

Thanks for your prompt help.

Best regards,

Michelle

[Former Member]

Hi Michelle,

If you only Credit back Tax only, you probably to do it manually instead of copying from the A/R Invoice. The error message clear said :Tax Only line cannot disable the tax only calculation in a AR Credit Memo documents that was based on another document.

Thanks,

Gordon