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:
- Go to Opportunities and click New to create an opportunity.
- 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.
- 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.
- To post the document to AvaTax along with the doc code and the return invoice, click Calculate Tax.