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How do I apply a historic transaction to a current return within the Admin Console?

Overview

I would like to have a past transaction that has never been applied to a return to be applied to the current return.

Environment

Avalara AvaTax

Resolution

  • For this to be possible, you must first ensure that the transaction in question has not previously been filed on a return.

     

  • This can be accomplished by adjusting the Document Date to land within the current filing period.

    • Click the transaction in question.

    • Click 'Edit' to edit the transaction.

    • Change the value of 'Document Date' to land in a currently open filing period.

    • Click 'Save'

Note: make sure the transaction has a document status of 'Committed' for the transaction to be applied to its new period's tax liability.