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Refund Sales Tax

This article applies to:Avalara AvaTax for Salesforce

AvaTax for Salesforce Opportunity lets you refund the sales tax amount that a customer has already paid. You can use this feature for a tax adjustment on an invoice. 

Refund sales tax

To refund sales tax to a customer, follow these steps:

  1. Go to Opportunities and click New to create an opportunity.
  2. Click Add a Product and select Tax Refund from the product list to add a new tax refund product to the opportunity. In a tax refund product, the unit price is automatically 0.
  3. In the opportunity, manually add the Sales Tax amount for a line item that you want to refund to a customer. This opportunity is the tax adjustment invoice for the tax you want to refund to the customer.
  4. To post the document to AvaTax along with the doc code and the return invoice, click Calculate Tax.