• From: Canada, Yukon
  • Registered: 09/27/2014
  • Posts: 121

Topic: change tax group of customer

Hi,

I sent an invoice, and then was informed that they are a tax exempt organization.  I do not find a way to change the tax group, is this possible, or do I have to create them as a new customer?

bobloblian's Website

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,176

Re: change tax group of customer

Change the Tax in the customer / branch:
Sales => Customer Branches => Choose branch to edit => Tax Group => ChooseTax Exempt.

apmuthu's Website

  • From: Canada, Yukon
  • Registered: 09/27/2014
  • Posts: 121

Re: change tax group of customer

Aha.  thank you.

I guess this won't change the existing invoice, though, presumably I will have to void that one and make another?

bobloblian's Website

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,176

Re: change tax group of customer

That's right - voiding is necessary or a credit note / journal entry to contra the tax can also be done.

apmuthu's Website