How to create a tax only credit memo (AR)

To create an AR memo, make a sales invoice without a sales order or delivery first. See How to create a sales invoice without a sales order or delivery for instructions. 

1. Enter the T-Code /nFB01 to create an invoice.
   
   
   
   
2. Enter the current date in the Document Date.
3. Enter DA in the Type field.
   
   
   
   
4. In the First Line Item section, do the following:
   1. 1. Enter the appropriate value, for example, 40 in the PKey field.
      2. Enter the appropriate value, for example, 809000 in the Account field.
         

         This field should match the G/L Account field of the previously created sales invoice without a sales order or delivery. 
         
         

         
         
         
5. Press Enter. Ignore any warnings.
6. In the Amount field enter the amount in the sales invoice without a sales order/delivery. 
7. Select O1 Tax from the tax code dropdown menu.
8. Enter the Tax Jurisdiction Code from the sales invoice without a sales order or delivery.
9. Enter the appropriate value, for example, 328 in the Cost Center column.
   
   
   
   
10. In the Next Line Item section below, do the following:
    1. 1. Enter the appropriate value, for example, 50 in the PKey field.
       2. Enter the appropriate value, for example, 809000 in the Account field.
          

          This field should match the G/L Account field of the previously created sales invoice without a sales order or delivery. 
          
          

          
          
          
          
11. Press Enter. Ignore any warnings.
12. Fill in the Amount field with the amount in the sales invoice without a sales order/delivery. 
13. Select O0 Tax from the tax type dropdown menu.
14. Enter the Tax Jurisdiction Code from the same use case.
15. Enter 328 in the Cost Center column.
16. In the Next Line Item section, do the following:
    1. Enter the appropriate value, for example, 11 in the PKey field.
    2. Enter the appropriate value, for example,300047 in the Account field.
       

       This field should match the G/L Account field of the previously created sales invoice without a sales order or delivery. 
       
       

       
       
       
17. Press Enter. Ignore any warnings.
18. Enter the tax amount to be credited in the Amount field.
19. Click the  icon, then on the new screen, click  to verify the tax amount.
    
    
    
    
20. Enter the tax amount credited back to the customer as shown in the How to create a sales invoice without a sales order or delivery article.
21. Verify that the Calculate Tax check box is NOT selected.
22. Click  to continue.
    
    
    
    
23. From the main menu, go to Document > Simulate General Ledger.
24. Click Save to post the Invoice. 
25. A new document number will be displayed at the bottom of your screen. Save this document number for your records.