Edit transactions into and out of returns

Introduction

In some circumstances, you may want to move transactions into or out of a return. A typical example is if you have a sizeable unpaid invoice, where you want to preserve cash flow and report the transaction after it moves to a paid status. Another example is when you expect an impactful change to a transaction's taxability, such as a scheduled update to a transaction's address, tax exemption status, or VAT ID information.

Anrok allows users to manually adjust a return's transactions at any time up until a return is in approved_for_easyfile_status_anrok.png status. Once a transaction moves out of a return, the transaction will have an CleanShot 2024-01-08 at 13.38.41@2x.png status. You can then move unassociated transactions back into a return at any time. The ability to move transactions into and out of returns ensures you have complete flexibility in your returns during your path to tax compliance.

 


 

Move a transaction out of a return

You can easily edit a transaction out of a return at any time before the return switches to an approved_for_easyfile_status_anrok.png status.

Try moving a transaction out of a return in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Returns & payments. Take me there!
  2. Under the Action required or Open tab, select the return with an open_status_anrok.png or ready_for_review_status_anrok.png status that you want to edit.
  3. Scroll down to Transactions, then click Edit.
  4. Under Transactions included in return, select the checkbox  anrok_checkbox.png  next to the transaction(s) you want to exclude.
  5. Click the Exclude button  CleanShot 2024-01-08 at 13.39.41@2x.png  to exclude the transaction(s) from the return.
  6. The transaction(s) moved out of your return will now have an CleanShot 2024-01-08 at 13.38.41@2x.png status.

 


 

Move a transaction into a return

You can easily edit a CleanShot 2024-01-08 at 13.38.41@2x.png transaction into a return at any time before the return switches to an approved_for_easyfile_status_anrok.png status.

Try moving a transaction into a return in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Returns & payments. Take me there!
  2. Under the Action required or Open tab, select the return with an open_status_anrok.png  or ready_for_review_status_anrok.png status that you would like to edit.
  3. Scroll down to Transactions, then click Edit.
  4. Under Transactions excluded from return, select the checkbox  anrok_checkbox.png  next to the transaction(s) you would like to include.
  5. Click the Include button  CleanShot 2024-01-08 at 13.39.28@2x.png  to include the transaction(s) in the return.

 

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