1. Home
  2. Peachtree Accounting
  3. tax exempt customer tax code changes on invoice

tax exempt customer tax code changes on invoice

very confusing :)

Hello all!

I have a client who has the following situation:

Entered a new customer- a church - but, per company rules, entered the organization as taxable until they received an excemption certificate. Created a sales order which has been invoiced.

Received the exemption certificate and edited the customer, changing the exempt code to to a taxable code.

Went directly to the invoice screen, entered the customer id and the tax code is still the same as it was before being changed.

Are we missing a step somewhere?

Thanks,

Reply to
tlcg
Loading thread data ...

Peachtree has the nasty habit of "remembering" the last used value. So the first invoice after the change will use the old value. Create the invoice and manually change the tax code. Future invoices *should* use the new info.

Reply to
Laura

Nope - no fix ;(

I created a new invoice using that customer, changed the tax code, saved the invoice, tried a new invoice, still using the old tax code. I exited the program and tried another new invoice for the same response.

This one has me stumped :)

Laura wrote:

Reply to
tlcg

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.