Question

CREDIT CARD REFUND OF SALES TAX


WE NEED TO PARTIALLY REFUND A CREDIT CARD DEPOSIT DUE TO SALES TAX.  CUSTOMER DID NOT GIVE US RESALE TAX CERTIFICATE UNTIL AFTER INVOICING.  WE CONTRACTED WITH AVALARA.  HOW DO YOU PARTIALLY CREDIT INVOICE BACK TO CARD AND THEN MAKE SURE CONNECTION WITH AVALARA TO CREDIT STATE TAX BY THIS AMOUNT


2 replies

I would do an RMA for the sale, just on paper, to remove the incorrect invoice.  Then I would put the tax certificate in Avalara and reinvoice it.

Userlevel 3

better to do cancellation invoice, then change the taxability, then re-invoice.

With cancellation invoice process, the RMA process is no longer required for this.

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