When I posted a credit, the tax amount did not match the original invoice.
- Tax on the credit and original invoice will match if the tax date, items, amounts, addresses, and customer code match, also check:
- Exemption: Customer could have an exemption change, confirm exemption status is the same as on original
- Nexus: Your company nexus setting could have changed
- Item Mapping: Check that all items use the same tax code as was on the original sale
- Rate Changes: Check that the rate has not changed from the time the original invoice was submitted
Note: Changes in nexus include changes in which jurisdictions are selected or whether Sale Tax or Sales or Sellers Use tax is selected.