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Credit Customer for Sales Tax Collected

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Posted on by JF-10081854-0

We processed an invoice and a payment for a customer which included sales tax, the customer later gave us a tax exemption certificate and now I need to credit the customer and then cut them a check for the tax they paid.

What are the steps to do this? I am not returning anything, I just need to make sure that my total tax, total tax collected reflects the exemption and the refund back to the customer.

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Dynamics 365 Business Central

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Teagen Boll 3,579 Super User 2026 Season 2 on at

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You can create a Sales Credit Memo that has a G/L Account on the lines and taxes like this:
You don't need to select an Item and you can still calculate the sales taxes as you can see above.

You can also manually enter the tax like this with two lines:
After that you can use the payment journal to create a payment for that customer for that credit memo and print a check direct from BC.
Hope that helps!
Best,
Teagen Boll, CPA
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