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ARCreditMemosforSalesTaxOnlyInSage100ERP(MAS90/200)

9921DupontCircleDriveWest,Suite300 FortWayne,IN46825 2604232414Phone 2604232419Fax www.DWDTechGroup.com

Haveyoueverincorrectlychargedsalestaxonaninvoicewherethecustomershouldhavebeentax exempt?IfyouhaveeverneededtocreateanAccountsReceivablecreditmemoforsalestaxonly,this monthssoftwaretipisforyou.Thestepsbelowwillshowyouhowtocorrectthetaxableandnontaxable salesamountsandissuethecreditmemoforthesalestaxonly.


1. OpenAccountsReceivable/Main/InvoiceDataEntry,enterCMintheinvoicenumberfieldandclickontheNext Numberbuttontogenerateacreditmemo. 2. OntheHeadertab,selectthecustomer.Besuretoselectthesamesalestaxscheduleastheoriginalinvoice. 3. EntertheoriginalinvoicenumberintheApplytoInvoicefieldtoapplythecreditmemototheinvoice.

4. OntheLinestab,addalinewiththefollowinginformation: a. MiscellaneousItemorChargeCodeintheItemNumberfield.IfusingtheMmiscellaneouscode, specifyaGLaccount. b. Itemdescriptiononthecreditmemo,ifdesired. c. SelectTXastheTaxClass. d. Enterthetaxablesalesamountfromtheoriginalinvoiceasapositiveamount.ClickOktoacceptthe line. NOTE:Creditmemosarenormallyenteredwithpositiveamounts.Anegativeonacreditmemowill actuallybeanadditiontothenontaxablesalesamount. 5. Enterasecondlinewiththefollowinginformation: a. ThesameMiscellaneousItemorChargeCode(orMcodewithsameGLaccountasabove) b. SelectNTasthetaxclass. c. Enterthetaxablesalesamountfromtheoriginalinvoiceasanegativeamount.Thetwolineitems shouldhaveanetvalueof$0

6. OntheTotalstab,notethatthereisapositiveamountinTaxableAmountfield(reducingthetaxablesales) andanoffsettingnegativeamount(increasingthenontaxablesales)inNontaxableAmountfield.Thetotal amountofthecreditmemoshouldbetheoriginalsalestaxamount(asapositivenumber).Confirmthatthisis thecorrecttaxamountandthenclickAccept.

7. PosttheSalesJournal.

Formoreinformationorassistancewithcreatinganaccountsreceivablecreditmemoforsalestaxonly, contactMaryHildinger,SystemsConsultantat800.232.8913ormhildinger@dwdtechgroup.com.