You are reviewing your transaction and transactions outside the expected date range for filing are being included on the current return.
- TrustFile assumes data brought into the system has not been filed yet and will place it on to the current return.
- Data could be from file Upload or via the Connector Sync
- There is not currently a method to amend tax on prior returns, so TrustFile sweeps data forward onto the current returns so all tax can be remitted
Transactions are bucketed based upon order data and start/end range of the tax return moving forward, but all data is swept into the current return if any past transactions are added and no return is filed
On the Current Returns page, click the I filed this return checkbox for the appropriate state to prevent the need to filter out old transaction data