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How to refund only tax

  • 11 May 2023
  • 2 replies
  • 83 views

Userlevel 6
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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. 

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Best answer by iqraharrison48 11 May 2023, 23:57

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Userlevel 3
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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.

Userlevel 7
Badge +6

@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

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