Which State Reports Reflect Prior Refunds?

In the California, Washington, Texas, South Carolina, Florida and Pennsylvania* Reports in your TaxJar account, refunds, returns and discounts that are imported into your account are deducted from the gross sales total in the filing period when the refund actually took place, effectively reducing the sales total for that period, which would also reduce the amount of taxes owed during the time frame as well.

These automatically show up in your account as part of your Actual Sales Tax Collected and Expected Sales Tax Due Reporting in your California, Washington, Texas, South Carolina, Florida and Pennsylvania Reports, and are listed on your Transactions tab.
Example:
You sold a pasta maker for $100 + sales tax in August, then filed your August sales tax return. A few days later, your customer returned the item and you issued a refund of the sale price plus sales tax. The sales tax refund will show up as a negative amount in your current period TaxJar State Report, but the state won't allow you to file a negative amount on your return.
How does this affect filing a return?
If you are enrolled in AutoFile and a refund causes a negative amount* during the current filing period, our system will automatically push those refunds to the next (future) filing period to be deducted from the gross sales when that return is filed.
If you are not enrolled in AutoFile and a refund causes a negative amount during the current filing period, our system will display an alert in the report to let you know that your refunds are causing negative amounts. In this alert, you'll see a button that says "Apply refunds to a future filing." If you click this button, your negative refunds will then be applied to future Reports to be deducted from the gross sales when you file your next return.

*As we mention here, West Virginia, North Dakota, Georgia, Kansas, Florida, and Maine accept negative amounts in their filings, so we will always deduct refunds from the previous periods from the period when the refund took place, even if it creates a negative amount.

  • *California: As of October 3, 2017
  • Washington: As of November 1, 2017
  • Texas, South Carolina, Florida and Pennsylvania: As of December 5, 2017

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