Filing

September 2, 2026

Version 5.2.0

New and improved

Tax Summary Review
  • The Tax totals by state table now adjusts to different screen sizes and supports column resizing.

  • You can now configure a legal entity to approve processed tax data automatically. Approved data is added to returns without manual review.

Bug fixes

Tax Summary Review
  • Tax totals now include data from every organization assigned to a legal entity.

  • Exempt and taxable amounts now include only state-level tax data.

  • You can approve or reject unaffected states while other states are syncing.

  • You can now approve more than 1000 rows at once without a processing error.

Returns
  • We fixed an issue where the State and Local Returns link, which displays when editing return details, had no effect when clicked. Clicking the link now prompts you to save or discard your changes and then takes you back to the State and Local Returns page.

  • (Sales Tax Filing Services only) Returns that require a confirmation code can no longer move to File & Pay until you enter the code.

  • When you cancel a new return, the State and Local Returns page now displays existing returns without a refresh.

  • Data downloaded from the Return Data and Data On Hold tabs now includes the filing period and aggregate transaction ID.

Reports
  • (Sales Tax Filing Services only) The amounts in the Current Period Tax Collected column on the Current Period Returns tab of the Tax Filed Report now match the tax collected for the filing period on each return.