how to remove the taxation from an invoice where the accounting period is closed and customer payment was applied

AI generated answer (using internal Slack threads):

To remove the taxation from an invoice where the accounting period is closed and customer payment was applied, you would need to follow these steps: 1. Create a Credit Memo: The first step is to create a credit memo for the original invoice. This will effectively "cancel out" the original invoice, closing that liability. 2. Allow Non-GL Changes: If the period is closed, you may need to use the 'Allow Non-GL Changes' option on the period. This will allow you to unapply your credit memo to your invoice. 3. Create a Journal Entry: After unapplying the credit memo, you can create a journal entry to avoid the credit memo. This will effectively remove the taxation from the invoice. 4. Re-create the Invoice: After the above steps, you can then re-create the invoice without the tax. This will create a new invoice that is linked to the original sales order but without the tax. Please note that this process will not inform AvaTax to reduce the tax amount to nil. You will need to manually adjust the tax amount in AvaTax if you are using that system. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******