Shopify: How does TaxJar handle partial refunds?
If you are running partial refunds for any Shopify orders, Shopify does not tell us if it is a shipping refund, sales tax refund, or an item refund.
- We do our best with partial refunds from Shopify, but Shopify may not indicate where the refund was applied.
- This means that our system will distribute the refund evenly across the order.
- At this time, the best method to correct these refunds is by importing a CSV file to update the refund Transactions.
If no sales tax was refunded on these orders, and these orders were exempt from sales tax when the original transaction occurred, then you would want to mark these transactions as exempt.
You can update and correct those transactions in TaxJar by creating a CSV with those sales and their proper location.
- Once you've corrected the data, you can overwrite the current data for the sales you corrected by uploading the CSV to TaxJar so the system will attribute the sales properly.
- We show you how to edit transactions via CSV here.