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Avalara Help Center

Can I upload old transactions and report them in the original month?

Overview

You want to know if you can upload, sync, import, or manually enter data (transactions) for a previous period and then see reports for that old period updated in TrustFile.

Environment

TrustFile

Resolution

  • TrustFile is used to file and report taxes for the current period moving forward. All tax shows as due in the current term unless dated later than the current filing term. At this time, TrustFile doesn't support filing late or delinquent returns.
    • Access old data if you uploaded or synced it at the time when it was current.
    • If you add data now for a previous period it will be included in the current period reports.