How to correct a Business Central invoice with incorrect tax for tax-exempt sellers

Introduction

This article guides users and support personnel through the process of identifying and correcting Business Central invoices where tax was incorrectly applied to tax-exempt Sellers. It outlines verification steps, correction procedures, and the escalation process required to resynchronize invoices without tax application.

In this article:

• Identifying incorrect tax application
• Correcting the invoice in Business Central
• Escalating to the Invoicing Team

Identifying incorrect tax application

Tax-exempt Sellers should have a Total VAT value of 0 on their invoices. Follow these steps to verify if tax was incorrectly applied:

1. Log in to Business Central
2. Navigate to the AppXite Billing Headers section
3. Click on the Nav Doc No of the Seller to access their Invoice
4. Locate the Total VAT field within the invoice

If the Total VAT field displays any amount other than 0 for a tax-exempt Seller, the invoice requires correction.

Correcting the invoice in Business Central

Before making any changes in Business Central, the Partner must verify the LGPT tax rules in their system and confirm whether they are correctly applied to the Seller.

Once the Partner confirms the correct application of LPT tax rules for the Seller, proceed with the following steps:

1. Access Business Central by logging in
2. Navigate to the AppXite Billing Headers section
3. Locate the affected invoice
4. Modify the Status field to "New"
5. Clear the Nav Doc No field (make it blank)

6. If the invoice has been posted, delete the posted sales invoice
7. Submit a ticket to the Support team with details of the correction

Escalating to the Invoicing Team

After completing the correction steps in Business Central, a member of the Support Team must raise an escalation ticket to the Invoicing Team. The Invoicing Team will resynchronize the invoice without the tax application.

Summary

This article equips users and support personnel with the knowledge to identify incorrect tax applications on invoices for tax-exempt Sellers in Business Central. By following the outlined verification and correction procedures, teams can ensure invoices are properly prepared before the Invoicing Team resynchronizes them without tax.

Related content

• Platform Invoicing Solution and Organization creation
• Handling errors in Business Central