thread Re: How can I adjust Sales Tax after I've issued a refund? in Archived Discussions (Read Only)

How can I adjust Sales Tax after I've issued a refund?

RJN — Sun, 10 Sep 2017 22:58:17 GMT

I work in different cities and states. This weekend I accidentally left my local tax rate and the state tax rate active and it calculated and over charged my customers tax. How do I adjust the tax for reporting purposes and show the refund to the customer?

Re: How can I adjust Sales Tax after I've issued a refund?

Russell — Mon, 11 Sep 2017 18:29:36 GMT

Hi @RJN -

You can refund the total to your customer and reprocess the transaction with the correct total. It is also possible to calculate the difference and issue a refund for the difference. The method you choose will depend on how you maintain your records and accounting.

I hope this helps - please let us know if you need anything else.