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.
In Iowa and New Jersey,* the states want refunds to be reported as exemptions/deductions.
- In those Reports, the refunds that took place during the filing period will be displayed in the Report as exemptions/deductions for that period, even if the even if the original sale was in a prior filing period.
*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
- Iowa and New Jersey: As of June 5, 2019