#obo-tax-refunds
1 messages · Page 1 of 1 (latest)
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- obo-automatic-tax, 5 days ago, 16 messages
No, currently there's no way to list those
can you suggest an alternative way to get this information? Currently I'm listing invoices for the previous month, but also need to take into account refunds
Can you give me some more details about what you're trying to do, and why? Are you just trying to get all the tax information for all your previous month's transactions?
Are you using Tax Calculations, or are you using Stripe Tax automatically?
we'll be using stripe tax automatically. However we need to register and file those returns as well. For the most part this is fine and I can get this information by listing invoices from the previous month. However these are all instances of money actually being charged to a customer and then creating a tax liability for us.
If a customer submits a refund request after the previous month is over, we would like to know about this so we can reduce our tax burden (as that money was refunded to the customer)
Gotcha - if you're using Stripe Tax (not calculations) then the Tax Transactions API isn't what you want (since Stripe Tax abstracts that all away for you and you wouldn't have access to those objects in the API).
A better approrach is likely to retrieve all refunds created in the past month and comparing the refund creation date to the payment intent creation date to see if it was refunded in a different month than the original transaction
obo-tax-refunds
@hybrid lodge would the best way to correlate the refund to the invoice be the "charge" id on the invoice mapping to the "charge" id on the refund?
Yup, you'd either use the Charge ID or the Payment Intent ID (either will work)
will both the payment intent ID and the charge ID be present on all invoices?
we've been using stripe for quite awhile, and i know payment intents were a new thing halway through
That's a good point - really old Invoices may not have a payment intent
It's also worth noting that an Invoice wouldn't have a charge ID if it hasn't been paid
all let me clarify a bit. We'll only be doing this "moving forward" once I get the code in place, so all invoices would likely be 2023 onward (I can't imagine any refunds of an invoice over a year old). But I didn't know if any subscriptions could be in a state that didn't produce payment intents.
also, we'll only be processing "paid" invoices, which should help to your last point
Gotcha! If you're only working with new Invoices then they should all have Payment Intents as long as they're finalized