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How to refund only tax

  • May 11, 2023
  • 2 replies
  • 193 views
Jeff96
Captain II
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Hi, 

 

We have some customers that were charged sales tax by mistake, and we need to refund only the tax portion of an invoice. 

What is the best way to go about it? We want Avalara to recognize the tax refund so we don’t pay the sales tax on it. 

Best answer by iqraharrison

@Jeff96 i had this issue with another client, i think they refunded it in acumatica and then also went into avalara to exclude the transaction so taxes weren’t added to the reports

Jeff G.

    2 replies

    C
    Jr Varsity II
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    • caseyh35
    • Jr Varsity II
    • May 11, 2023

    I don’t believe there is a proper way to do this. What we have done is credit the entire transaction and rebilled it with appropriate tax exemptions.

    Chris Hackett
    A
    iqraharrison
    Captain II
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    • iqraharrison
    • Captain II
    • Answer
    • May 11, 2023

    @Jeff96 i had this issue with another client, i think they refunded it in acumatica and then also went into avalara to exclude the transaction so taxes weren’t added to the reports

    Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
    Chris Hackett
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