Tax Solver

How can I credit tax only? For example, if I bill an item with tax and then need to re-bill the same item without tax. I don't want to go back and change the original invoice.

Raise a new invoice or credit, and bill the item or items you wish to credit as per the original. Reverse the quantities. Then re-issue the item at the correct rate. For example, if the original invoice line item was:

Code	Description	Qty	Unit	Tax Rate	Amount of Tax	Total
123	Acme 123	1	$100.00	10	$10.00	$120.00

Enter the following on the credit:

Code	Description	Qty	Unit	Tax Rate	Amount of Tax	Total
123	Acme 123	-1	$100.00	10	-$10.00	-$110.00
123	Acme 123	1	$100.00	0	$0.00	$100.00

This will result in the invoice only billing (or refunding) the difference in tax. Note that the tax rate was changed on the second line to the correct rate of tax.

The tax amount is correct but doesn't add to the invoice total.

Check to ensure that you have the "Add" parameter in the Tax Table, for the applicable tax rate code set to Yes.

I cannot get the tax to add to the invoice total at all.

Things that stop CAPITAL adding tax to an invoice are:

When tax processing is turned off. Check your Tax Parameters.
When the Add parameter in the Tax Table, under the applicable tax rate code, is set to No instead of Yes.
When the account is a foreign currency account, and the exchange rate is not set to 1. (Transactions billed to overseas customers do not incur local taxes.)
When you have set the transaction type as a lay-by, cash order or invoice sales order under Invoicing Defaults. None of these types of transactions will process tax before the 1st of July 2000.
When the tax code for the account is not blank, or does not say "NO" or "NIL".
Data corruption may also cause tax to fail to add. If you think the problem might be related to data corruption, try experimenting by editing different transactions or working with different accounts until you have isolated the "bad" data. Then delete and re-enter the data.

I can't stop tax being added to my invoice, even though the account is tax free.

The stock item you are invoicing has its Non Exemptable setting ticked . Non exemptable items cannot be excluded from tax. If you need to bill a non exemptable item tax free, you will need to change the tax rate to zero (0).