September 30, 2026
Version 5.3.0
New and improved
- Introducing Ask Sovi
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- Locations
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When you add a return with the Outlets filing type, Sales Tax Filing now creates a location for the legal entity on the Locations page. The required location fields default to Unknown so you can update them later. If the return already has a location, Sales Tax Filing does not create a new one.
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We added Delete and Reactivate options to the Locations page. You can now delete a location that you no longer need, or restore a location that you deactivated. Deleted locations no longer display on the page, and reactivated locations display the Active status.
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If you delete a location for a return that is in the Ready stage and has data assigned to it, the data is removed from that return. Returns that have moved past the Ready stage keep their data.
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- Legal entity settings
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We added the Before 1st Business Day option to the processing date setting. You can now tell Sales Tax Filing to process your tax data at 11:00 PM ET on the night before the first business day of the month.
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If Sales Tax Filing does not find data for any state when processing your tax data for a filing period, you can now change the processing date to a later business day. Sales Tax Filing then processes your data on the new business day.
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- Data on hold
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When you hold or release a transaction on a return, the change now also applies to the corresponding transaction on the related returns. You can release a held transaction on any of the related returns.
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- Reports
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We added the Data On Hold Report With Invoice Number. It lists the same held transactions as the Data On Hold Report and adds the original invoice number for transactions with a negative tax amount or exempt amount, such as credits and returns. This helps you match those transactions to invoices in your own system when you reconcile or resolve them.
Note:The invoice number is blank for transactions with positive tax amounts or transactions before December 2025.
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Bug fixes
- Returns
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You no longer get an error when you standard amend a return with data more than once.
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