You've added a transaction for a previous period and want to know what needs to be done to include it on a return.
- Any transactions added to prior periods after Avalara has already filed the return will not automatically be included in a return.
- It is suggested to amend the return in the period that transaction is meant for.
- This creates a proper document trail in case someone within your company or the state Department of Revenue has questions about the transaction or return.
- The workaround to this, if filing an amended return is not ideal, is to update the document date of the transaction so that it falls in the current period and can be filed on the next return.
Note: A backdated transaction will not be a "Locked" status.