---
title: "How to Correct Invoice with Incorrect Tax Charges and Issue a Refund"
slug: "correct-invoice-with-incorrect-tax-charges-and-issue-refund"
updated: 2026-03-27T01:37:30Z
published: 2026-03-27T01:37:30Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Correct an Invoice with Incorrect Tax Charges and Issue a Refund

## Problem

An invoice was created with tax charges that should have been non-taxable. A refund needs to be issued for the tax that was incorrectly charged.

## Solution

1. [Find](/v1/docs/use-search-in-servicetitan) and go to the invoice.
2. On the invoice screen, click **Add adjustment invoice**.
3. On the *Add a Task* screen, add a negative refund task and enter the amount of the tax that was incorrectly charged.
4. Click **Save**.
5. On the adjustment invoice screen, click **Add a payment**.
6. On the *Add a Payment* screen, enter the amount of the tax that was incorrectly charged as a negative amount.
7. On the *Type* dropdown, select **Refund**.
8. On the *Memo* field, enter *Refund*.
9. Click **Save**.