Introduction
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. During this time, you can easily review the return details and monitor what transactions are being included. Actively reviewing open returns helps ensure you file sales tax returns accurately, which reduces the risk of receiving penalties or needing to amend the returns later.
Once a return's transaction period has ended, the return will move to a status. See Review returns ready for filing.
Tip
When monitoring open returns, you may have transactions you’d like to exclude from their associated return. See Edit transactions into and out of returns.
Review an open return
You can easily review returns to review return details and monitor what transactions are being included.
Try monitoring your open returns in the demo above ☝️
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In the Anrok app
, go to Returns & payments. Take me there!
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Under the Open tab, select a return with an
status.
- Under Return details, review the tax due, due date, and filing frequency.
- Under Jurisdiction overview, review the gross sales, taxed sales, blended tax rate, and tax due.
- Under Jurisdiction detail, review the jurisdiction type, jurisdiction name, and tax rate.
- 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.