Tax Refund

Sales tax can be refunded to customer's that have a tax exempt certificate associated with their customer record. Tax Exempt certificates are added from within the Customer Manager > Tax Exempt tab.

Order Manager - Tax Refund

To refund sales tax, go to the order and click on the Tax Refund tab.

Step	Action
1	Select the certificate from the drop-down list.
2	Verify available amount of tax that can be refunded.
3	Check the refund payment type and the amount will populate in that amount field. For standard orders, the tax refund is applied against the originating payment type (just like regular refund). Credit cards can be credited, checks issued or customer credit assigned. For On Account orders (terms), Use customer credit and the tax refund is applied against the On Account credit limit of the customer account.
4	Click on the Apply Certificate button to process refund.
5	The system confirms refund in tab.
6	Verify Exemption in the order's Transaction Summary.

Unpaid Order (On Account) Tax Refund

For orders that have not yet been fully paid or an On Account order, you need to add another Receivable Type to the Technical Configuration table. Adding the new Receivable Type provides an option in the Tax Refund wizard that allows the sales tax amount to be subtracted from the order's remaining balance due.

Go to System Settings > Technical Configuration > Receivable Types table
Add the new refund type.
Enter a Label and abbreviation, and then Save.

Once the new receivable type is added it is available from within the Order Manager > Tax Refund wizard. Select the new type and the tax is removed from the order's due balance and the sales tax line in the transaction summary is designated as "Exempt." The certificate still needs to be identified. This can be used for any unpaid orders regardless of shipped or not shipped.