File your returns

Monitor your open returns

When a return is open and still receiving new transactions, it will have an    status. This means that we are still in the period for which the return relates to. During this time, you can easily review the return details and monitor what transactions are being included.

Try monitoring your open returns in the demo above ☝️

1. In the Anrok app , go to Returns & payments. Take me there!
2. Under the Open tab, select a return with an    status.
3. Under Return details, review the tax due, due date, and filing frequency. 
4. Under Jurisdiction overview, review the gross sales, taxed sales, blended tax rate, and tax due.
5. Under Jurisdiction detail, review the jurisdiction type, jurisdiction name, a tax rate.
6. Under Transactions, review the transactions that will be included on the return. Click the Transaction date drop-down box to filter by transactions inside and outside of the return period.

Exclude transactions from your returns

When monitoring open returns, you may have transactions that you’d like to have excluded from their associated return. This can easily be done while a return is open or ready for review.

Try excluding transactions from your returns in the demo above ☝️

1. In the Anrok app , go to Returns & payments. Take me there!
2. Under the Action required or Open tab, select a return that you would like to edit.
3. Scroll down to Transactions, then click Edit.
4. Under Transactions included in returns, select the checkbox    next to the transaction(s) you would like to exclude.
5. Click the Exclude button    to exclude the transaction(s) from the returns.
6. If you need to include a previously unassociated transaction into a return, click the Include button   .
7. When you are finished, click Save.

Approve returns ready for filing

Before a return is automatically approved by Anrok, you will have 5 business days to personally review and approve the return. This 5-day countdown will usually begin on the 1st of the month, so we suggest reviewing all of your returns on that date to give yourself ample time. When a return is ready for review, the return will have a    status. See How long do I have to review my returns?

 Note: If you have international returns, Anrok has partners that provide registration and filing support for global regions. If you prefer to file yourself, Anrok provides a complete draft report that can assist with filing. See How do I file VAT returns? 

Try approving a return ready for filing in the demo above ☝️

1. In the Anrok app , go to Returns & payments. Take me there!
2. Under the Action required tab, select a return with a    status.
3. Review the return details and the transactions included on the return.
4. When you are finished, click Approve.

After a return has been manually or automatically approved, it will have an    status. When this status appears, our Tax team will begin the process for filing your returns. See How long do I have to review my returns?

Review your filed returns

Once a return has been filed and received by the jurisdiction, it will have a    status. From here, you will be able to review the finalized return and compare the tax due with the payment amount.

Try reviewing a filed return in the demo above ☝️

1. In the Anrok app , go to Returns & payments. Take me there!
2. Under the All tab, select a return with a    status.
3. Under Filing record, review the tax due, payment amount, state discount, and any adjustments made.
4. Under Notes, record the return’s confirmation number. 
5. Click Registration site to review the return on the jurisdiction's website. 
6. Select Print to save the return details as a document for your records. 

 Note: If the print option is not available, the return’s jurisdiction is likely still processing the return on their end. Depending on the jurisdiction, it can take up to 14 days for a filed return to be finalized externally.

Reconcile transactions to your returns

After returns have been submitted and made to the jurisdictions, you can easily review what has been filed and paid using the Reconciliation dashboard. This dashboard was designed to give you a clear snapshot of all transactions and returns that have occurred within a given period. This information can be used to help reconcile your transactions to your returns.

Try reconciling transactions to your returns in the demo above ☝️

1. In the Anrok app , go to Reconciliation. Take me there!
2. Select a Start date and End date for reconciliation.
3. Review the gross sales, taxed amount, and tax due. 
4. Under Jurisdiction, scroll to the right to each    and    jurisdiction to view each gross sales, taxed amount, and taxes due.
5. Next to a    jurisdiction, scroll to the right and click the Options Menu button , then select one of the following options:
   • View transactions in period — View the transactions that occurred during the period selected.
   • View returns in period: View the returns that have been filed within the period selected, along with each return’s filing date and tax due.
   • View jurisdiction detail — View the jurisdiction's details, exposure, and product taxability.
   • Export transactions in period (Enterprise feature) — Easily export a list of all transactions that occurred in the period selected. For each transaction it will list the customer details, jurisdiction, sale amount, tax amount, and more.
   • Export returns in period (Enterprise feature) — Easily export a list of all transactions that occurred in the period selected. For each jurisdiction, it will list the tax due, payment amount, and more.
6. Next to an    jurisdiction, scroll to the right and click the Options Menu button , then select one of the following options:
   • View transactions in period — View the transactions that occurred during the period selected.
   • View jurisdiction detail — View the jurisdiction's details, exposure, and product taxability.