Review returns ready for filing

Introduction

You have five business days — eight business days for customers on Anrok's Growth plan — to personally review and approve a return before Anrok automatically approves it. This review period countdown will usually begin on the 1st of the month, so we suggest checking all your returns on that date to give yourself ample time.

During the review period, the return will have a ready_for_review_status_anrok.png status. While a return is in this status, transactions received by Anrok that are back-dated to the return period will continue to be added to the return until the return is approved or locked for review. If you do not approve your return within the review period, the return will be automatically approved and changed to a approved_for_easyfile_status_anrok.png status. The auto-approval process helps to ensure that Anrok always files your returns on time.

When a return has moved to a CleanShot 2024-01-09 at 11.17.30@2x.png status, our Billing team will start to pull funds for filing, which cannot be stopped mid-process. At this stage, Anrok cannot make further edits to a return.

 


 

Approve a return ready for review

Before Anrok automatically approves a return, you can personally review and approve the return within the review period.

Tip CleanShot_2024-04-30_at_15.47.03_2x-removebg-preview.png

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 to assist with filing. See File VAT returns.


Try approving a return ready for review 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 tab, select a return with a ready_for_review_status_anrok.png status.
  3. Review the return details and the transactions included on the return.
  4. When you are finished, click Approve.

 

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