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How to resolve a sales tax over charge on an Intuit order

SOLVEDby IntuitLacerte Tax2Updated October 19, 2021

If the amount of sales tax charged on your order is incorrect and your order isn't Download only, contact Customer Service so we can obtain a copy of the state documentation showing the correct tax amount.

  • This allows Intuit to update your account and refund any extra charges.

What happens after sending the required documents?

  • The amount of sales tax will be updated based on state documentation. (The update may take 5 to 10 business days).
  • Once complete, you'll see the correct sales tax charges on future orders or service fees.
  • After we receive and validate a copy of the state certificate, refund requests for incorrect sales tax charges are processed.
    • We're limited on how far back we can refund sales tax.
  • Refund requests rates change. Once they do, our system will update appropriately.

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