Release transactions held with guidance

Learn how to tell Sales Tax Filing to release transactions on hold if they will no longer cause your return to have a negative tax amount.

Your legal entity must have the Hold Transactions with Guidance option selected in the settings.
Releasing held transactions reverts all changes made to the Worksheet. If you have edited the Worksheet, make a note of the changes you made so that you can re-edit the Worksheet if necessary.

On the Returns page, click the return.
Click the Data On Hold tab.
Click Smart Hold & Release.

Note:
You can also manually release held transactions.

If you clicked Smart Hold & Release, held transactions will be moved from the Data On Hold tab to the Return Data tab if they will no longer cause your return to have a negative tax amount.