AndréB
Level 7

Expenses & Suppliers

Hey Jesús,

 

It's awesome to see that you're being proactive about recording taxes accurately. This simple habit is the best way to unlock the full power of the sales tax centre, maximizing time saved by consistently producing accurate filings. Depending on how you paid, you have a few different options to enter this in your books. I'll be happy to assist you with this. 

 

If you received the refund onto your credit card, it's only a couple simple steps to record the refund:

  1. Click the + New button and select Credit card credit.
  2. Select the correct Date then enter the remaining fields the same way you created the expense. Make sure the correct tax rate is selected.
  3. Click Save and close.

The process for receiving a refund into a bank account are similarly quick and easy. Check out this article to see the steps: Enter a refund from a supplier

 

Hope this helps! Feel free to reach out any time.

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