How to manually return a transaction in TaxCloud?

This article explains how to manually return (mark as returned) a transaction in TaxCloud from the transaction detail page.

Steps

1. Log in to your TaxCloud account.

2. Click Transactions.

   

3. (If applicable) Use the search tools to locate the transaction you want to return:

   • Use the Text Search field and enter the Order ID or Customer ID, and/or
   • Use the Advanced Search drop-down to filter by Text, State, Date, Transaction Status, etc. (be sure to click Set Filters).

   

4. Click the transaction to open its transaction detail page.

   

5. Locate the Return date field.

6. Select a return date (use the calendar icon if shown):

   • If returning before the 10th of the month for a prior month’s transactions – select a date from the prior month.
   • If returning a transaction from the current or any other prior month – select a date from the current month.

7. Click RETURN ORDER.

   

8. A confirmation pop-up will appear warning that the action cannot be undone. Click CONFIRM to proceed.

   

9. After confirmation, you’ll see a success message and the order’s status will update to Returned.

Important notes

• Returning a transaction in TaxCloud removes it from tax reporting. If you intend to refund your customer, you must do so in your e-commerce platform/payment processor.
• Returning an order is irreversible once confirmed.