Solved

How to refund only tax


Userlevel 6
Badge +4

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. 

icon

Best answer by iqraharrison 11 May 2023, 23:57

View original

2 replies

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

Userlevel 3
Badge

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.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved