Modifying tax returns
Description

You've discovered an error on a tax return and want to correct it.
Common issues include:

  • Incorrect transactions
  • Amounts
  • Receipts
  • Payments
  • Refunds
  • Bank transfers
  • Wrong date or tax period

The correction method depends on whether you filed the tax return.

Cause
Resolution

Go to Reports, Tax Returns.

NOTE:

You can only edit a tax return if it’s saved as a Draft. 

Edit a Draft tax return

  1. Open the tax return saved as a draft.
  2. Make the required corrections.
  3. Save the updated tax return.

Once you file the tax return, Accounting doesn’t permit you to edit it. You can only record a payment or create an amended tax return.

Delete a Draft tax return

Select the trash can icon to delete it.

Steps to duplicate
Related Solutions