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Request an amendment for exemptions

This article applies to:Avalara Returns

You may need to request an amendment because you collected tax from a customer that should have been exempt from tax. 

Before you begin

Refunds for tax collected on exempt customers must be supported with:

  • A copy of the original invoice
  • A return invoice (if applicable)
  • A copy of the exemption certificate or nontaxable product description (if applicable)
  • A copy of the Claim for Refund Form required by the state

The state may also request additional documentation to support the refund.

Steps

To request an amendment because you collected tax from a customer that should have been exempt from tax:

  1. Create return invoice with negative tax.
  2. Create a new nontaxable sales invoice (See Credit and rebill in AvaTax).
  3. Open a support case in your AvaTax account and provide all required support documentation to your Account Manager.
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