AccountingBLOCK

I have a customer who paid sales tax on a couple of invoices and they were not supposed to be charged sales tax. They would like us to issue a credit invoice and they will use this dollar amount in the future.

Also, I do not pay sales tax through the tax paying feature, so I can't do an adjustment here, can I? I pay my taxes through the regular check paying process. My accountant gets my reports and he instructs us what to pay. I probably should be be paying through the correct process, but not sure how to "start" doing it correctly. This is working, but I
know it's not the preferred process.

My second problem is my e-mail invoices through Quick Books are not being received by the customer. My customer informed me and after experimenting by sending some to myself at a different e-mail address they were not received. The message indicates the e-mail was sent, but it is not being received and this customer had been receiving invoices until recently. My internet is working.

Any advice would be appreciated!

The simplest method would be to issue a credit memo for that customer.

Depending on how the original invoice posted sales and sales tax payable (since you aren't using the QuickBooks defaulted platform), you would credit against . . .??

The dating issue comes into play here as well... were these invoices in a time period that you already paid/reported on?

I suggest that you ask your accountant for advise on this one.

Hope this helps