No Tax Non Profit

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katie042
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No Tax Non Profit

Post by katie042 »

We added tax to a non profit customer in error. How can we remove the sales tax from the customer. Thank you
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Pauls Automotive
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Re: No Tax Non Profit

Post by Pauls Automotive »

If you go to the customer tab and a click the "Tax" button at the bottom left of the screen you can set them as non taxable and enter a tax license number. That will take care of any future invoices. If you already have a going invoice just go to the individual parts on the invoice and hit the tax button there. That will fix that invoice.
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ricmorin
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Re: No Tax Non Profit

Post by ricmorin »

Please note that changing the customer from taxable to non-taxable DOES NOT change any existing vehicles to non-taxable. Change those manually. Any newly added vehicles will inherit the current customer tax status.
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MURRI513
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Re: No Tax Non Profit

Post by MURRI513 »

I accidently taxed a customer last month, everything is posted. They are a charge customer, how do I credit the tax back to them?
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Rich
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Re: No Tax Non Profit

Post by Rich »

We have done this, how we do it may not be correct, but it worked for us.

They issued a check for the amount minus the tax, I entered the checks amount, then the amount of the tax was entered as a "second" payment and I marked the tax payment type as "write off" and notated it every where I could think it needed to be done.
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ricmorin
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Re: No Tax Non Profit

Post by ricmorin »

I would unpost and correct if it has not been paid yet.
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MURRI513
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Re: No Tax Non Profit

Post by MURRI513 »

ricmorin wrote:I would unpost and correct if it has not been paid yet.
That's what I ended up doing. Luckily my accounting dept hadn't mailed Sales tax check yet (due on 15th) and I re ran the Posted Tax Orders for October. I most definitely checked an all there other trucks and they are listed as non taxable. They just received their apportioned tax exempt license.
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ambertsi
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Re: No Tax Non Profit

Post by ambertsi »

If the invoice has been posted, you'll need to unpost it.

Once open or, if already open, click "Options" on the lower right-hand side of the screen. This will open the Order Options menu. Click "Tax Rates Applied" and select "Not Taxable" and then click "OK". A message will pop up asking if you want to update the taxes applied to all invoice lines. Click yes because you want to update everything to not taxable. That will remove the taxes.

If they've already paid, you'll need to post a refund for the amount they overpaid. If not, they're good to bill at that point.

Also, on the bottom left of the Customer screen there's a "Tax" button. If you click that, you can set them to Not Taxable and enter their resale number. This will only go into effect on new orders opened. Any past orders are current orders will need to be updated in the RO itself.
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