How to change the customer tax group or the tax classes for a Sage 300 Order Entry document


  1. Display the document whose tax information you want to change.
    1. Open Order Entry > O/E Transactions.
    2. Open Order Entry, Shipment Entry, Invoice Entry, or Credit/Debit Note Entry.
    3. Type the number of the document that you want to edit, or select it using the Finder.
  2. To change the tax authorities (jurisdiction) for the document, change the customer tax group, as follows:
    1. Click the Customer tab.
    2. In the Tax Group field, type the new tax group code, or select it using the Finder.
  3. To change whether the customer is taxable, change the customer tax class, as follows:
    1. Click the Taxes tab.
    2. In the Customer Tax Class field for each tax authority, enter the correct customer tax
      class for this document.
    3. Enter a tax registration number, if necessary.
  4. To change the tax class or the Tax Included status for an item or miscellaneous charge:
    1. Click the first tab for the document. (Depending on the type of document, this is the
      Order, Shipment, or Invoice tab.)
    2. On the Detail table, select the detail for which you want to edit tax information, and then
      click the Item/Tax button, or press F9.
    3. For each tax authority, as required:
      1. On the tax table at the bottom of the screen, for each tax authority, change the
        Tax Class.
      2. Change the Tax Included setting, if necessary
        • Note: You can change this setting only if the tax authority (in Tax Services)
          allows tax to be included in the price.
    4. Click Save, and then close the O/E Items/Taxes screen.
  5. When you have finished editing the document, post it.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.