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Avalara Help Center

Using the Quickbooks connector, how can I enter a tax only credit?

Overview

A customer was charged sales tax on an invoice from a previous month, but they just came back with an exemption certificate. So, the tax needs to be credited back. You would like to credit the tax back only, without having to reinvoice the customer

Environment

QuickBooks

Resolution

  • Create a new Credit Memo for the customer
  • Select the AVATAX-SalesTaxAdjust item and enter the amount to credit back.
    • This will be strictly tax. No other items should be in this credit memo.