Refund review
Investigate a refund total that differs from tax lines
A refund's recorded tax total and summed tax lines can disagree when its allocation is incomplete or unusual.
Inspect the source record
Open the source refund and compare its total tax with individual refund tax lines; inspect any custom refund workflow involved.
Build a focused report
Generate a focused TaxPack report and open the flagged event's recorded tax, tax-line total, and difference values.
Read the result
The difference is a review signal, not a new tax group. Export the order/refund CSV so the mismatch remains visible.
A concrete example
If the refund event says tax of negative 5 but lines sum to negative 4, the negative 1 difference needs explanation at source.
Avoid this mistaken conclusion
Do not add the difference to a province total or silently alter the refund to make the numbers align.
Official references
These focused notes were drafted with AI assistance and checked against TaxPack behavior and the linked documentation.
These guides explain reporting workflows. TaxPack does not provide tax advice, calculate tax payable, or file returns.