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Refunding tax only

The Tax only option allows you to refund only the tax for an order. You can also optionally refund some or all of the order tip.

To refund the tax on an order:

  1. After you locate the check to refund, select the Refund button, then select Tax only.

  2. On the next page, the Refund Tax field displays the amount of the tax to refund.

    In the Tax Exemption field, you can optionally provide a tax exemption number.

    Screen to review the refund amount on the tax, and to optionally enter a tax exemption number

    To continue, select Next.

  3. The next page displays the payment method with the tax amount to refund. For information about refunds for orders that have multiple payments, see Refunding a check that has multiple payments.

    From this page, you can optionally refund some or all of the original tip.

    In the Tip field, enter the amount of the tip to refund. Note that the Original Amount value for the tip does not include gratuity service charges.

    Screen to optionally refund some or all of the tip in addition to the tax

    To continue, select Next.

  4. On the next screen, optionally enter a comment to indicate the reason for the refund.

    This comment appears in the Reports > Cash and loss management > Refunds report.

    To continue, select Next.

  5. On the confirmation screen, review the amount to refund based on your selections.

    To change any of your refund selections, select Back until you reach the appropriate screen. Make your edits, then select Next to return to the confirmation screen.

    Confirmation screen for the refund

    To confirm your refund selections, select Confirm.

  6. Select the receipt option based on how your guest would like to receive a receipt.

    Note that printed receipts are not available when you use the Toast administration back-end to issue a refund.

  7. After you complete the receipt selection, you see a Refund Completed message with the total refund amount.

    To close the message, Select Ok.