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Avalara Help Center

Can we adjust a transaction from a prior period?

Overview

We sent an invoice out in June and the tax was included on a line in error.

Environment

Avalara Avatax

Resolution

  • You can edit any transaction that is not locked ( a padlock icon appears on the Transactions tab on the far right)
    • If the transaction is locked, you can only make adjustments with new transactions:
      • Enter a new transaction in the account with the correct information
      • Enter a credit which backs out the value of the incorrect locked transaction​

 

Note​: You can do this in the original period if you would like Avalara to file an amended return, or during the current month if you would like it included in the current returns. Depending on your needs these two transactions would be entered in the Admin Console or in your accounting system directly.