Can I apply my credit memo to other invoices that are due?

Tax and SLIP+ transaction fee credits are automatically applied during the billing process. The Pay Invoices screen in SLIP+ will show the remaining balance due or credit balance after the credits have been applied. Customers with a SLIP+ transaction fee credit will also receive a statement showing the remaining balance due or credit balance.

Tax credits can only be applied toward outstanding taxes for the same state and same agent account. For instance, a South Dakota tax credit cannot be applied to a Tennessee tax amount due. Additionally, credits cannot be invoiced to one agent and then applied to another agent, even for the same state.

If you have a credit balance on a state tax invoice, it must roll forward one calendar quarter before a refund can be requested. If the credit balance remains outstanding after one quarter, you may request a refund of the taxes and transaction fees. To request a refund, contact our accounting department at [email protected], or by phone at 877.267.9855, option 2.