Hello,
I need to do an a/r credit memo for sales tax only. Reason: customer was charged sales tax when he should have been exempt.
Problem: I need this credit and tax amount to show up on my Tax Report under Financials, Financial Reports, Accounting, Tax, Tax Report so I am not overpaying our taxes (I'm running the report using the By Tax Code tab). This report only pulls tax amounts from the variables area in the lower right of an credit memo or invoice and is dependent upon an dollar amount item being listed in the line items of the credit or invoice. Plus, I also need the sales dollar amount that relates to this tax to show in the Total Amount column on the tax report as this column is used for our gross sales that are reported to the state. But I can't put an item with a dollar amt on the credit memo as it will mess up the total dollar amt of the credit memo, plus will reflect incorrectly on sales analysis reports.
How can I do an a/r credit memo for sales tax only that will reflect correctly on this report?
Thanks for your help,
Shelby