Refunds after filing period has ended

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  • Updated 3 months ago
Regarding refunds of order, if the filing period has ended and the order was placed before the end of the filing period and user refunds the order after the end of the filing period, can return invoice for that order be made during the next filing period and tax be calculated using taxdate override with tax override date same as the original transaction (sales invoice transaction) ‘s date?
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s

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Posted 3 months ago

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Katina, Official Rep

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Yes. In fact, that is the recommended way to handle refund transactions (unless you want to file amended returns) -- use a DocDate in the current period and a TaxDate override to indicate the date of tax calculation.

Resource: https://developer.avalara.com/avatax/handling-return-invoices/