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Adjust the tax calculation date on a return order in QuickBooks Desktop

When a customer returns something, adjust the tax calculation date so that AvaTax Update calculates the tax based on the rate at the time of the purchase, instead of the return date.

Steps

  1. On the home page in QuickBooks Desktop, go to Refunds and Credits and select the return order you want to adjust.
  2. Go to File > AvaTax  and then select Tax Calculation Date.
  3. Select the date you want AvaTax Update to use to calculate the tax.
  4. Click Save and Close to calculate sales tax using the revised date.

 

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