APConfigSetting

Accounts

Addresses

AvaFileForms

Batches

CertExpressInvites

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Compliance

Contacts

CostCenter

Customers

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EcmEventNotifications

FirmClientLinkages

FundingRequests

GLAccount

JurisdictionOverrides

Locations

MultiDocument

Nexus

Notices

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TaxCodes

TaxContent

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Upcs

UserDefinedFields

Users

Utilities

Models

Top 10 EndPoints

AvaTax API

REST interface to Avalara's enterprise tax service, AvaTax.

Check top 10 endpoints

Transactions

RefundTransaction

Create a refund for a transaction

Create a refund for a transaction.

The RefundTransaction API allows you to quickly and easily create a ReturnInvoice representing a refund for a previously created SalesInvoice transaction. You can choose to create a full or partial refund, and specify individual line items from the original sale for refund.

The RefundTransaction API ensures that the tax amount you refund to the customer exactly matches the tax that was calculated during the original transaction, regardless of any changes to your company's configuration, rules, nexus, or any other setting.

This API is intended to be a shortcut to allow you to quickly and accurately generate a refund for the following common refund scenarios:

A full refund of a previous sale
Refunding the tax that was charged on a previous sale, when the customer provides an exemption certificate after the purchase
Refunding one or more items (lines) from a previous sale
Granting a customer a percentage refund of a previous sale

For more complex scenarios than the ones above, please use CreateTransaction with document type ReturnInvoice to create a custom refund transaction.

You may specify one or more of the following values in the $include parameter to fetch additional nested data, using commas to separate multiple values:

Lines
Details (implies lines)
AccountPayableSalesTaxDetails (implies lines - only for Account Payable transaction)
Summary (implies details)
Addresses
SummaryOnly (omit lines and details - reduces API response size)
LinesOnly (omit details - reduces API response size)
TaxDetailsByTaxType - Includes the aggregated tax, exempt tax, taxable and non-taxable for each tax type returned in the transaction summary. If you omit the $include parameter, the API will assume you want Summary,Addresses.

NOTE: If your companyCode or transactionCode contains any of these characters /, +, ? or a space please use the following encoding before making a request:

Replace '/' with '_-ava2f-_' For example: document/Code becomes document_-ava2f-_Code
Replace '+' with '_-ava2b-_' For example: document+Code becomes document_-ava2b-_Code
Replace '?' with '_-ava3f-_' For example: document?Code becomes document_-ava3f-_Code
Replace '%' with '_-ava25-_' For example: document%Code becomes document_-ava25-_Code
Replace '#' with '_-ava23-_' For example: document#Code becomes document_-ava23-_Code
Replace ' ' with '%20' For example: document Code becomes document%20Code

Security Policies

This API requires one of the following user roles: AccountAdmin, AccountOperator, AccountUser, BatchServiceAdmin, CompanyAdmin, CompanyUser, CSPTester, SSTAdmin, TechnicalSupportAdmin, TechnicalSupportUser.
This API depends on the following active services:Required (all): AvaTaxPro, BasicReturns.

RefundTransaction

RefundTransaction

POSThttps://sandbox-rest.avatax.com/api/v2/companies/{companyCode}/transactions/{transactionCode}/refund

SAMPLE

PARAMETERS

Request

Curl

cURL

1curl -g 'https://sandbox-rest.avatax.com/api/v2/companies/{companyCode}/transactions/{transactionCode}/refund' \
2-H 'X-Avalara-Client: {X-Avalara-Client}' \
3-H 'Authorization: Basic <Base64-encoded credentials>' \
4-H 'Content-Type: application/json' \
5-d '{"refundTransactionCode":"c8f8f59b-86bc-444e-9ba6-0d49d576a572","refundDate":"2025-04-10","refundType":"Full","referenceCode":"Refund for a committed transaction"}'

Response

HEADER

Content-type: application/json

BODY

1{
2 	"id": 123456789,
3 	"code": "5eead2d1-ff60-4a2f-926c-02b92962e1c9",
4 	"companyId": 12345,
5 	"date": "2025-04-10",
6 	"status": "Committed",
7 	"type": "SalesInvoice",
8 	"currencyCode": "USD",
9 	"exchangeRateCurrencyCode": "USD",
10 	"entityUseCode": "",
11 	"customerVendorCode": "ABC",
12 	"customerCode": "ABC",
13 	"exemptNo": "",
14 	"reconciled": true,
15 	"locationCode": "DEFAULT",
16 	"salespersonCode": "DEF",
17 	"taxOverrideType": "None",
18 	"taxOverrideAmount": 0,
19 	"taxOverrideReason": "",
20 	"totalAmount": 1000,
21 	"totalExempt": 0,
22 	"totalDiscount": 0,
23 	"totalTax": 62.5,
24 	"totalTaxable": 1000,
25 	"totalTaxCalculated": 62.5,
26 	"adjustmentReason": "NotAdjusted",
27 	"adjustmentDescription": "",
28 	"locked": false,
29 	"region": "CA",
30 	"country": "US",
31 	"version": 0,
32 	"originAddressId": 123456789,
33 	"destinationAddressId": 123456789,
34 	"exchangeRateEffectiveDate": "2025-04-10",
35 	"exchangeRate": 2,
36 	"isSellerImporterOfRecord": false,
37 	"description": "Yarn",
38 	"taxDate": "2025-04-10T00:00:00+00:00",
39 	"lines": [
40 	 	{
41 	 	 	"id": 123456789,
42 	 	 	"transactionId": 123456789,
43 	 	 	"lineNumber": "1",
44 	 	 	"boundaryOverrideId": 0,
45 	 	 	"entityUseCode": "",
46 	 	 	"description": "Yarn",
47 	 	 	"destinationAddressId": 12345,
48 	 	 	"originAddressId": 123456789,
49 	 	 	"discountAmount": 100,
50 	 	 	"discountTypeId": 0,
51 	 	 	"exemptAmount": 0,
52 	 	 	"exemptCertId": 0,
53 	 	 	"exemptNo": "",
54 	 	 	"isItemTaxable": true,
55 	 	 	"isSSTP": false,
56 	 	 	"itemCode": "116292",
57 	 	 	"lineAmount": 1000,
58 	 	 	"quantity": 1,
59 	 	 	"ref1": "Note: Deliver to Bob",
60 	 	 	"reportingDate": "2025-04-10",
61 	 	 	"revAccount": "",
62 	 	 	"sourcing": "Destination",
63 	 	 	"tax": 62.5,
64 	 	 	"taxableAmount": 1000,
65 	 	 	"taxCalculated": 62.5,
66 	 	 	"taxCode": "PS081282",
67 	 	 	"taxDate": "2025-04-10",
68 	 	 	"taxEngine": "",
69 	 	 	"taxOverrideType": "None",
70 	 	 	"taxOverrideAmount": 0,
71 	 	 	"taxOverrideReason": "",
72 	 	 	"taxIncluded": false,
73 	 	 	"details": [
74 	 	 	 	{
75 	 	 	 	 	"id": 123456789,
76 	 	 	 	 	"transactionLineId": 123456789,
77 	 	 	 	 	"transactionId": 123456789,
78 	 	 	 	 	"addressId": 12345,
79 	 	 	 	 	"country": "US",
80 	 	 	 	 	"region": "CA",
81 	 	 	 	 	"stateFIPS": "06",
82 	 	 	 	 	"exemptAmount": 0,
83 	 	 	 	 	"exemptReasonId": 4,
84 	 	 	 	 	"exemptRuleId": 0,
85 	 	 	 	 	"inState": false,
86 	 	 	 	 	"jurisCode": "06",
87 	 	 	 	 	"jurisName": "CALIFORNIA",
88 	 	 	 	 	"jurisdictionId": 5000531,
89 	 	 	 	 	"signatureCode": "AGAM",
90 	 	 	 	 	"stateAssignedNo": "",
91 	 	 	 	 	"jurisType": "STA",
92 	 	 	 	 	"nonTaxableAmount": 0,
93 	 	 	 	 	"nonTaxableRuleId": 0,
94 	 	 	 	 	"nonTaxableType": "BaseRule",
95 	 	 	 	 	"rate": 0.0625,
96 	 	 	 	 	"rateRuleId": 1321915,
97 	 	 	 	 	"rateSourceId": 3,
98 	 	 	 	 	"serCode": "",
99 	 	 	 	 	"sourcing": "Destination",
100 	 	 	 	 	"tax": 62.5,
101 	 	 	 	 	"taxableAmount": 1000,
102 	 	 	 	 	"taxType": "Sales",
103 	 	 	 	 	"taxName": "CA STATE TAX",
104 	 	 	 	 	"taxAuthorityTypeId": 45,
105 	 	 	 	 	"taxRegionId": 2127184,
106 	 	 	 	 	"taxCalculated": 62.5,
107 	 	 	 	 	"taxOverride": 0,
108 	 	 	 	 	"rateType": "General",
109 	 	 	 	 	"taxableUnits": 62.5,
110 	 	 	 	 	"nonTaxableUnits": 1000,
111 	 	 	 	 	"exemptUnits": 62.5,
112 	 	 	 	 	"reportingTaxableUnits": 125,
113 	 	 	 	 	"reportingNonTaxableUnits": 2000,
114 	 	 	 	 	"reportingExemptUnits": 125,
115 	 	 	 	 	"reportingTax": 125,
116 	 	 	 	 	"reportingTaxCalculated": 125,
117 	 	 	 	 	"recoverabilityPercentage": 1,
118 	 	 	 	 	"recoverableAmount": 62.5,
119 	 	 	 	 	"nonRecoverableAmount": 0
120 	 	 	 	}
121 	 	 	],
122 	 	 	"vatNumberTypeId": 0,
123 	 	 	"recoverabilityPercentage": 1,
124 	 	 	"recoverableAmount": 62.5,
125 	 	 	"nonRecoverableAmount": 0
126 	 	}
127 	],
128 	"addresses": [
129 	 	{
130 	 	 	"id": 0,
131 	 	 	"transactionId": 0,
132 	 	 	"boundaryLevel": "Address",
133 	 	 	"line1": "100 Ravine Lane Northeast #220",
134 	 	 	"city": "Bainbridge Island",
135 	 	 	"region": "WA",
136 	 	 	"postalCode": "98110",
137 	 	 	"country": "US",
138 	 	 	"taxRegionId": 0
139 	 	}
140 	],
141 	"taxDetailsByTaxType": [
142 	 	{
143 	 	 	"taxType": "SalesAndUse",
144 	 	 	"totalTaxable": 100,
145 	 	 	"totalExempt": 0.05,
146 	 	 	"totalNonTaxable": 0,
147 	 	 	"totalTax": 0.625
148 	 	}
149 	]
150}

SAMPLE

PARAMETERS