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How do I issue a refund to a customer with a tax rate from last year in QuickBooks?


You need to issue a refund to a customer, but their tax rate has changed since you invoiced them.


Avalara Avatax


  • Enable this in the configuration by clicking File>Avatax> Configuration
  • Then open or create a credit memo in Quickbooks.
  • Click File>Avatax>Tax Calculation Date
  • A calendar should pop up, choose date for tax calculation.
    • This will make it so the system uses the rate for the date you have chosen

Note: This is on a credit memo by credit memo basis, and must be done any time you open this credit memo and recalculate, or create a new memo.