How can I enter sales tax adjustments that will be properly reported using the DynamicZip sales tax reports?
The “correct” way to handle tax adjustments, as far as DynamicZip tax reports are concerned, is to create a return for the entire incorrect document and then reenter it correctly. This way the return offsets/zero's out the incorrect document on the report. The replacement document is complete and will be handled correctly by the reporting process.
The issue here is related to the DynamicZip report option “Reconcile Documents”. There are some inherent problems in generating meaningful sales tax reports with totals that agree with the documents. For example, creating a credit memo or return that has a sales amount of zero on the face of the document, but a non-zero sales amount on the tax detail results in some obvious reconciling problems.