You may need to file an amendment to your return due to products being returned and/or refunded. Request the amendment by opening a support case in your AvaTax account.
- If you are requesting an amendment due to products being returned, add return invoices to the period of the original sale.
- If you have already committed a return invoice, and the return invoice is in carryover status, send us:
- A list of the return invoices in carryover status that you are claiming refund for; and
- A list of the co rresponding sales invoices.
For more information on viewing return invoices in carryover status, see Monitor and apply carryover credits.
For more information on running the carryover report, see Run a liability worksheet report in AvaTax.