Scenario:

Assume now in November, Customer C wants to change tax date from November to December because they will submit the taxation forms in December. 

Solution:

  1. Select the three dots in the column of doc date to view the posting date.
  2. After selecting the three dots, a message box will prompts out. You can select the drop down list to change for tax date.
  3. Select the tax date and click OK. Output: For checking, you can select the three dots in the doc date column. Double-check the tax date and click Save. Now you can see that the tax date has been changed from November to December.