---
title: "How to Credit Sales Tax"
slug: "how-to-credit-sales-tax"
tags: ["Language - English", "Area - Invoicing", "Industry - Landscaping", "Type - Task (How-To)", "Role - System Admin", "Role - Branch Admin", "Role - Operations Manager", "Role - Project Manager", "Role - Branch Manager", "Skill Level - 1 (Beginner)", "Skill Level - 2 (Intermediate)"]
updated: 2025-10-15T18:25:15Z
published: 2025-10-15T18:25:15Z
canonical: "guide.youraspire.com/how-to-credit-sales-tax"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Credit Sales Tax

## **Purpose**

When invoicing an opportunity, there could be a scenario where your customer was charged sales tax by mistake. This article will describe the steps to credit *only the sales tax* from the invoice without having to make opportunity changes.

## **Crediting Sales Tax**

- Find the invoice by searching the invoices list by invoice number or property name from the *Invoices* tab
- Click on the invoice. Make sure to note or record the opportunity number, sale amount, and taxable amount to input in the applicable fields on the next screen.
- Click the *More* menu in the upper right and click *Add Credit Memo*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/how-to-credit-sales-tax-image-8ie1dosw.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A49Z&se=2026-11-15T02%3A17%3A49Z&sr=c&sp=r&sig=0ujSAfFojw8281Nl9rWHTxctS7GxDSM2ZSwQP8WLKYE%3D)

- The *Add Credit Memo* box will appear.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/how-to-credit-sales-tax-image-sicnb79e.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A49Z&se=2026-11-15T02%3A17%3A49Z&sr=c&sp=r&sig=0ujSAfFojw8281Nl9rWHTxctS7GxDSM2ZSwQP8WLKYE%3D)

1. Select the *Division* for which the credit should be applied.
2. Since only sales tax is being credited, enter $0.00 for the *Sale Amount*.
3. Select the date the credit is being applied in the *Credit Date* field.
4. Because 100% of the *Opportunity* is taxable, enter the full invoiced opportunity amount in the *Taxable Amount* field.

📌Note: Depending on local sales tax rules, the full sale amount may not always be the taxable amount. Example: An *Opportunity* that has $100 in labor and $200 in material will only have tax on materials. The cost of the materials, $200, would be entered in the taxable amount and not the total of $300.

5. The *Tax Amount* field will calculate automatically using the dollar value in the taxable amount and the assigned tax jurisdiction on the property.

Once the information entered is verified, click *Apply* to create the credit memo.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/how-to-credit-sales-tax-image-1xp7v58c.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A49Z&se=2026-11-15T02%3A17%3A49Z&sr=c&sp=r&sig=0ujSAfFojw8281Nl9rWHTxctS7GxDSM2ZSwQP8WLKYE%3D)

6. In the *Property/Opportunity* box, search and select the needed *Opportunity Number.*

7. Add any notes for reference for your company or other employees.

8. When complete, click *Save* in the upper right.

Nice work! The credit memo is applied to the invoice when saving. It will display on the *Opportunity Transaction* report and the *Tax Entity* report based on credit memo date.