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How can I refund ONLY tax on an order?

Travis Waelbroeck
on 4/26/16, 4:57 PM 950 views


I need to know how to create and process a refund for Taxes only (no invoice lines).

For example, I have an invoice which has been paid with:

Subtotal: $100

Taxes: $7

Total: $107

The next day, the customer gives me their Tax Exemption form, so I now need to refund the $7 taxes.

If I try to process a refund for taxes only, I get an error message stating: 

Global taxes defined, but they are not in invoice lines !

How can I refund this correctly so that my "Tax" totals will be valid at the end of the year?

I am surprised this issue has not come up before (from what I can find).

Any suggestions?



Ray Carnes

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Ray Carnes
On 4/29/16, 12:15 AM

Perhaps this works: Create a service product called TAX with the correct income account. Add it to the Credit Invoice line and change the amount to $7 ??

Wouldn't this still refund a general $7, albeit from the correct account (it is not a tax-only account, though)?

Travis Waelbroeck
on 4/29/16, 9:20 AM

Make the account on the product the same account your tax is set to accrue. It will simply take out the $7 you put there when you validated the Invoice

Ray Carnes
on 4/29/16, 4:05 PM

My confusion stemmed from the fact that our Tax Accounts weren't set up correctly. All items (and tax) got put into the same account. I separated the Taxes to go into the Tax Received account as expected, then created the TAX product with the same account.

Travis Waelbroeck
on 5/10/16, 4:16 PM

Great. Thanks for the update - so this works as expected?

Ray Carnes
on 5/10/16, 6:34 PM

Ermin Trevisan

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Ermin Trevisan
On 4/29/16, 5:07 AM

In addition to Ray's answer you should also add a tax code with a tax value of 100% and assign it to the service product.

Wouldn't this refund $7 unit price and $7 tax?

Travis Waelbroeck
on 4/29/16, 9:18 AM

It should not (price must be tax included). The following link should give you the idea: http://www.camptocamp.com/en/actualite/openerp-tax-100-on-import/

Ermin Trevisan
on 4/29/16, 9:47 AM

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Asked: 4/26/16, 4:57 PM
Seen: 950 times
Last updated: 5/10/16, 4:15 PM