Thank you for reaching out to us with your concern, @CherSto.
Rest assured, we take compliance and accurate financial reporting seriously, and I'm here to assist you in resolving this matter.
It's essential to ensure that the tax is correctly credited back in your monthly sales tax liability reports.
Typically, the amount should get back in the report. Since you didn't see the tax credited back, we can open and click review your tax return and verify the credit memo details. To proceed, double-check the credit memo you issued to the client and confirm that the sales tax amount is reflected accurately in the credit memo transaction.
Then click the View Sales Tax liability report, and select on the amount under the Tax amount section. This action will lead you to a transaction report, where you can find the credit memo and its associated information.
If the transaction is missing, we can open the credit memo to review and adjust the tax rate. It is also essential to use the same tax code as in the original sales transaction to ensure reporting accuracy.
Moreover, there is no need to process the refund differently.
Finally, I'd like to share this link that guides how to refund a customer in QuickBooks Online: Record a customer refund.
Please feel free to share any additional details or questions you may have. I'll be around to lend a helping hand. Stay safe!
