To charge customers for the sales tax amount only for erroneous invoices on a closed period and have it reflected on Sales Tax reports, perform the following: The alternate solution will apply when reopening a period is not an option.
1. Create Other Charge Item.
--Navigate to Lists > Accounting > Items > New
--Click Other Charge for Sale
--Set the following:
------Item Name/Number = Give a name (e.g. Additional Tax)
------Sales Description = Give a description.
------Income Account = Select any income account that offsets step 2
------Tax Schedule = Mark the taxable box or select a sales tax schedule (if advanced taxes is turned on) other than Non-Taxable.
------Enter all the other fields required
--Click Save
2. Create Discount Item.
--Navigate to Lists > Accounting > Items > New
--Click Discount
--Set the following:
------Item Name/Number = Give a name (e.g. Discount for sales tax amount)
------Sales Description = Give a description
------Income Account = Select same income account assigned in step 1
------Tax Schedule = Select Non-Taxable
------Enter all the other fields required
--Click Save
3. Enter a new Invoice.
--Navigate to Transactions > Sales > Create Invoices
--Populate the Customer field and the other fields as necessary.
--Under Item tab select the item from step 1
--Price Level = Select Custom and enter the full amount of the invoice
--Tax Code = Select the correct tax code that should have been charged
--Add the item
------This line adds the sales tax amount on Sales Tax report.
--Add Item from Step 2
--Price Level = Select Custom and enter the full negative amount of the invoice
--Add the item
------This line item offsets the sales/revenue amount.
------There is a need to repeat the steps above if there are more than one item on the original invoice.
--Make the memo to be descriptive.
--Click Save