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Contact SupportEdit a transaction in a return
You can edit a transaction's exempt and tax amounts after the transaction has been assigned to a return.
After the return has been filed and marked as Complete, you can't edit the transactions. If you notice a mistake in a return after you have filed it, amend the return and file it again.
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The return must be in the Adjust stage. If the return is in a different workflow stage, move it forward or back to the Adjust stage to edit it.
- On the Returns page, click the return you want to edit.
- Click the Return Data tab.
- Click the transaction you want to edit.
- Click the More Actions icon, then click Edit.
- Fill in the new exempt amount, tax amount, and your reason for editing the transaction.
- Click Save.
After you save your changes, the return amounts will be recalculated. Edited transactions have a pencil icon next to the invoice number in the Return Data tab. All changes to a transaction, along with the date and time the change was made and the user who made the change, are listed in the History section of the transaction details.