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Q:  An order is called in and set up as a will call. The customer indicates that they will pick up the materials in their own vehicle, so we quote them the local tax rate and they make payment with credit card over the phone. The customer then changes their mind and makes arrangements with a private ca...


If the sale has already been recognized for state tax purposes under your accounting method, you won’t need to change the coding of the order.  However, if the transaction is amended for any reason, you will have to recalculate the tax and code the items picked up to the store location. Where a sale involves a repeat customer who regularly picks up items through a shipping company, you should determine the shipping arrangements, so that you can appropriately code the transaction.

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