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Edit a transaction

Edit a transaction if the record in your client's business application doesn't match the transaction details in Managed Returns for Accountants. For example, changing the ship to address can change how an item is taxed. 

Keep in mind that editing a transaction in Managed Returns for Accountants doesn't change the information in your client's business application.

Steps

  1. In Managed Returns for Accountants, go to Returns > Transactions.
  2. Use the Filters pane to identify the company, and any other optional criteria to find the transaction you want to edit.
  3. Select Go to apply the filters.
  4. In the right pane, find the transaction you want to edit, then select the arrow icon to the left of the Doc Code to view the transaction details.
  5. To adjust the document-level details (such as the customer number, document date, or ship-from and ship-to addresses):
    1. Select ⋮ > Edit transaction to open the Edit transaction detail menu.
    2. Adjust the document-level details on the first screen, then select Next.
      The Document code can't be adjusted.
    3. Adjust the ship-from and ship-to addresses, then select Next.
    4. If necessary, add or adjust the Document attributes and then select Next.
      You can generally skip this step, because Document attributes aren't necessary for sales and use tax calculation.
    5. If you need to override the tax amount or tax date:
      1. Select the Override the tax amount to specify a tax date that is different than the document date option
      2. Select an override type, then enter the override details.
        Use tax overrides carefully. They can impact the basic tax-calculation formula (taxable sales * tax rate = tax amount) because they change the tax amount, but not the taxable amount. As a result, your returns might show unexpected amounts for gross, taxable, or nontaxable sales.
    6. Select an Adjustment reason.
      If you select the reason Other, you must also enter an Adjustment description.
    7. Select Save.
  6. To add or edit the transaction line items:
    1. Select Line Items to view the line item details.
    2. Select Add transaction line to add a new line item, then:
      1. Enter the line item details, then select Next.
      2. Add any applicable attributes, then select Next.
        You can generally skip this step, because Document line attributes aren't necessary for sales and use tax calculation.
      3. Select if the transaction has special tax handling (such as a tax amount override or a tax date override), then select Save.
    3. To edit a line item, find the line item you want to edit and select  ⋮ > Edit:
      1. Adjust the line item details, then select Next.
      2. Add any applicable attributes, then select Next.
      3. Select if the transaction has special tax handling (such as a tax amount override or a tax date override).
      4. Enter an Adjustment Reason and Adjustment Description.
      5. Select Save.
  7. To change the transaction status, select ⋮ > and then select one of the following options:
    • Commit: The transaction is committed, which means that it is included on the liability summary and reports.
    • Uncommit: The transaction status is changed to Saved, which means that the transaction isn't finalized.
      Saved transactions aren't included on the liability summary or reports, so make sure to change the status to Committed if you want the transaction to be reported on returns.
    • Void: The transaction is status is changed to Cancelled, and isn't included on the liability summary or reports.
      Document codes of cancelled transactions can't be reused.
  8. To recalculate tax on the transaction without adjusting the transaction details, select ⋮ > Recalculate tax.
    This can be helpful if you've adjusted the client's company profile after you've imported transactions (for example, if you enabled nexus in a state after importing transactions for the state). 

 

The transaction is saved with the adjusted details. This doesn't update the details in your client's business application, so make sure to account for any transaction updates you make in Managed Returns for Accountants.

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