What does my return status mean?

— A return with the status of Open is a return that we are still in the period for which the return relates. For example, if you are a monthly filer viewing the February 2022 return on February 12th, 2022, the return status will be open. Anrok will automatically add new transactions to the return if the transactions received are relevant to the return period.

— A return with the status of Ready for review means that the period for which the return relates has ended. For example, if you are a monthly filer, an Open return will flip to Ready for Review at the close of the month. New transactions received by Anrok that are relevant to the period are still automatically added to the return.

— A return with the status of Locked for review means that the period for which the return relates has ended, and the return has been manually locked. This means that new transactions received by Anrok that are relevant to the period will not be included in the return.

— A return with the status of Approved for Easyfile is closed and will not add additional transactions. Anrok will file these returns, and the tax due will be remitted on time to the respective jurisdiction by Anrok. At this point, Anrok will require no further action from you.

 — A return with the status of Ready to file is a global return that has been approved by your team, and is ready for you or an Anrok partner to file on the global jurisdiction's filing portal. This return is closed and will not add additional transactions. Once you've filed this return, you will then need to manually record the filing in Anrok. See Manually record your filed VAT returns.

— A return with the status of Preparing return is in the process of being drafted and filed. During this stage, you should expect to see funds being pulled from your bank account on file for the return.

— A return with the status of Filed has been submitted to the jurisdiction. You can always view this return to see what was included in the return.

— A return with the status of Not filed by Anrok has been submitted to the jurisdiction by a party outside of Anrok. This often occurs when you've opted for yourself or an outside party to file the return independently from Anrok.

 — A return with the status of Collections payment failed is a return where Anrok was unable to pull the funds required to remit payment. If a return has this status, you should update the bank account listed on your account immediately. You can then email taxnotices@anrok.com to notify our Filing team to reinitiate the bank processing. See Change your bank account.

 — A return with the status of Blocked is a return that Anrok is unable to file. This is usually a result of our Tax team being unable to access your sales tax account, which is required to file the return. We recommend connecting with the jurisdiction to provide Anrok access to your account. Please email registrations@anrok.com with the account access information required.

How long do I have to review my return(s)?

Anrok provides five business days — eight business days for customers on Anrok's Growth plan — to review and approve their prepared sales tax returns. At the beginning of each month, you will receive an email notification of any returns ready for review, along with the auto-approval timeframe. See Manage your email notifications.

If you do not approve your return within the review period, the return will automatically flip to an  status. The auto-approval process helps to ensure that Anrok always files your returns on time.

During this review period, Anrok will continue to add transactions back-dated within the period to the return until the return is approved by the customer or automatically approved at the close of the review period.

When and in what format does Anrok pull funds from my account for returns?

Once a return has been approved and drafted in the status, Anrok will pull the funds for the return from your bank account. Generally, this occurs within 48 hours of a return being in a status.

Anrok will make a separate funds pull for each filed return, with the memo field labeled by jurisdiction — which means you can easily track which debit ties to which return.