How to remove Sales Tax from an unposted Invoice in E10.2.300

Epicor ERP 10
1

We are in the final throes of testing on an upgrade to E10.2.300.21. One issue we are having is this. We created an AR invoice and the system added Sales Tax to it, based on the information we sent to Avalara. We have received the Tax Exemption cert from this customer, but have not sent it to Avalara for inclusion in their system. Is there a way to remove the sales taxes from the invoice manually? Can’t seem to find anything in the Help or in the screens to do this.

Thanks.

2

Tax exempt the invoice lines.

Charlie Smith

CRS Consulting Services

860-919-1708

3

On the invoice, select a tax category that doesn’t generate a Tax calc, on each line

4

Calvin, making the line(s) tax exempt will work better. Even Avalara will handle it correctly.

Charlie

1 Like
5

You can either add the cert to avalara or create a tax region which is not connected to avalara.

On the setup of the tax regions, you choose to enable Tax Connect.