Introduction
Reprocessing transactions in Anrok recalculates tax on past transactions so they reflect updated customer or invoice information. You can run it yourself, on demand, for any time period.
There are four common reasons to reprocess transactions:
- A VAT ID was added — a VAT ID was added to a B2B transaction in a reverse-charge jurisdiction and needs to be reflected in Anrok so the VAT calculation can be removed.
- A late or expired exemption certificate — a customer provided an exemption certificate after the transaction was filed or more than 60 days old.
- An updated address — an address was changed on the invoice or customer record in your billing system and needs to be reflected in Anrok so tax is recalculated for the updated jurisdiction.
- Product changes — products were updated in Anrok or on the invoice in your billing system and transactions need to reflect those changes.
For transactions in an already-filed period, Anrok creates a negation of the original entry with a :negation suffix and a recreated version with the updates under a :s2 suffix on your next open return. Any resulting tax credits will automatically be carried forward and applied to a future return. Returns that aren't in an or
status are locked from further updates.
Note
Reprocessing never changes returns you've already filed. When a reprocessed transaction falls in a filed period, Anrok negates the original entry and creates a new one in your current open period, so your historical filings and compliance record stay intact.
Important
Reprocessing may result in refunds of tax collected from customers that fall outside the statute of limitations for tax refunds in the applicable jurisdictions. You're responsible for corresponding with the taxing authorities about any assessments, notices, refund claims, or amendments that arise from this action.
Reprocess transactions for a specific customer
You can reprocess transactions for a specific customer after adding a VAT ID, uploading a late exemption certificate, or correcting a billing address.
Try reprocessing transactions in the demo above ☝️
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In the Anrok app
, enter the customer's name in the search bar to open their customer ID page.
Tip
If you can't find the customer by name, enter and select the transaction ID in the search bar, then click the customer name under Customer.
- Scroll down to Transactions, then click Reprocess transactions.
- Select a Start date and End date for the range of transactions you want reprocessed.
- If needed, select the specific jurisdictions you want reprocessed.
- Under Reason to reprocess, select one of the following:
- Reprocess customer invoices (default) — re-ingests the invoice data from your billing system and attempts external updates where a valid integration exists. Use this for a VAT ID, invoice address, or product change, or for broader recalculations across past invoices.
- Recheck exemption certificates — recalculates transactions from your billing system and file sources using the latest customer certificate information and attempts external updates where a valid integration exists. Use this when a customer provides a new certificate to apply to past transactions.
- If you're reprocessing due to an address change on the customer record, select the checkbox next to Prioritize customer address over invoice address.
- Click Next, then acknowledge the potential impact of these changes.
- When you're finished reviewing, click Start.
Reprocessing transactions FAQs
We understand you may have questions related to reprocessing transactions in Anrok to reflect updated VAT IDs, late exemption certificates, address changes, or product updates. Many of these questions are common, so let's work through some of these commonly asked questions together.
How does reprocessing work with my account's automatic exemption certificate review?Your existing Anrok settings do not change. If you have configured a default review or look-back window, exemptions continue to apply automatically to transactions within that window. Reprocessing works alongside those settings, and lets you reprocess transactions from any earlier period on demand. |
Can Anrok automatically apply a credit note to transactions where tax was over-collected?Anrok only supports automatically creating a credit note for tax over-collected in Stripe. Please note that this can only be completed for transactions where Anrok calculated tax after your Anrok/Stripe integration went live. For all other billing systems, you'll need to manually issue the credit note yourself. If you're creating a separate credit memo to refund the tax amount — rather than applying it directly to the original transaction — use a product configured as non-taxable in Anrok when creating it; this ensures Anrok doesn't calculate additional tax on the refund transaction itself. |
How far back can I reprocess historical transactions?There is no hard limit. Set a custom date range in the reprocess modal to cover any time period. |
What if I reprocess transactions in error?Contact Anrok's customer care team for help correcting accidental changes. You can reach Anrok through the Contact us option in the app sidebar. In the interim, we recommend removing any accidental negations or recreations for your returns to ensure they are not included on a return filing. See Edit transactions into and out of returns . |