1) Tax was charged on an Order and now you have the Tax Exempt ID Number / should not charge tax.

Front Counter > Credits > New Credit > enter the Order Number > Tax Only > Enter the Tax Exempt ID > Next > following screens through to complete the credit

2) Tax was charged at one rate / Tax Code and should have been a different rate / different Tax Code.

This correction will be a 3 step process: 

Step 1:  Credit the entire Order

Front Counter > Credits > New Credit > enter the Order Number > Entire Order > Next

Continue with screens to complete the credit. 

Note that you will want to put the Credit 'On Account', so that it can be offset against the new order.

Step 2:  Create a new order, copying in from the original, and changing the tax code.

Front Counter > Order Creation > Customers > select the Customer > Order > Copy from Existing 

Double click on the order that was just credited.  

Note the options at the top to switch from Open, to Sales Only, to Closed Orders. 

Follow prompts.

Go back to the Header:

- Update the Out Date to agree with the original order.

- Update the Tax Code to the correct Tax Code.

Go to Totals / Pay History / Refunds:  verify the totals

Return > complete the return using the original Return Date.   

Do not add a payment.  This will offset the recently created credit.

Save

Step 3:  Apply the Credit to the newly created Order.

Customer Center > Customers > Select the Customer > Invoice History > Unapplied Payments > select the credit > right click > Apply Credit > select the newly created invoice > Complete

Note that the Sales Tax Report will show a credit for the one Tax Code and an order for the correct Tax Code. 

3) Tax was not charged and tax should have been charged. 

If tax was initially not charged on a transaction and tax should have been charged, it is the same 3 part process as used in 2) above: