When a customer returns an item that was originally purchased without tax, The Uniform Solution allows you to ensure the return is also processed without applying tax. This preserves accuracy in tax reporting and prevents refunding tax that was never collected.
This article explains how to properly mark a returned item as both a return and non‑taxable.
Steps to Return an Item That Was Originally Tax‑Free:
- Start a New Sale
- Begin by selecting New Sale within the program.
- Add the Customer
- Add the customer who is returning the item
- Scan the Item
- Scan the item being returned.
- It will first appear as a standard positive sale line.
- Mark the Item as a Return
- With the item highlighted, press:
R + Enter - The quantity will change to a negative value, identifying it as a return.
- With the item highlighted, press:
Set the Item to Non‑Taxable
- While the item remains highlighted, press:
T + Enter - This marks the returned item as non‑taxable, matching the original tax‑free purchase.
Complete the Return
- Select F5 – Payment to finalize the transaction
-
Additional Information
Why This Step Is Important
- If the original sale did not include tax, the return should not refund tax.
- Marking the return as non‑taxable prevents incorrect tax adjustments or accounting discrepancies.
Best Practices
- Review the original receipt to confirm the item was purchased tax‑free.