Recalculate Sales Tax on a Sales Order or Invoice

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Use this procedure to recalculate sales tax for sales orders or invoices that contain an invalid tax code or tax class.

 

To recalculate sales tax on a sales order or invoice

  1. Select Sales Order Main menu > Sales Order Entry or Invoice Data Entry.

  2. Enter the Order Number or Invoice No. field for the order or invoice that uses an invalid tax code or tax class. For more information, see Sales Order Entry - Fields or S/O Invoice Data Entry - Fields.

  3. Click the Totals tab. If the Recalc Tax button is displayed, there is a tax error for the order or invoice. Click Recalc Tax.

The sales tax error is automatically corrected based on the current tax schedule, tax codes, and tax class.