Incorrectly Charged Sales Tax On Invoice

Kinetic ERP
1

Hello. My company is using Kinetic 2023.2.11. We’ve created a sales invoice and charged sales tax. The customer paid the invoice, net of tax, and the payment was applied to the invoice. The outstanding balance (sales tax) remains on the Aged Receivables Report.

It was later determined that the job was non-taxable. What’s the best way to get rid of the invoice remaining balance in Kinetic?

2

Are you using Epicor Tax Connect to interface with Avalara AvaTax or handling sales taxes on your own?

3

We’re not using Avalara. We track sales tax using Epicor’s Sales Tax Report generated through the A/R module and then report to our tax agency.