Action Required: Review sales tax of transactions created or modified on August 11, 2025

On August 11, 2025, between 11am and 2:30pm PDT, a system issue may have impacted sales tax calculations on transactions in your account. If you have sales tax turned on, it’s possible that sales tax wasn’t included for transactions created or modified in that timeframe. This includes invoices, sales receipts, estimates, project estimates, credit memos, or refund receipts.

Here’s how to identify transactions for review.

Step 1: Run a report of August 11th transactions

1. Follow this link to complete the steps in product
2. From the Type report name here dropdown , search for the Transaction List by Date report. 
3. Select Filter, then search for and select Modified on from the first dropdown . Leave the second dropdown as Equals.
4. The third dropdown is the date picker. Set the date to August 11, 2025.

Step 2: Review and save each transaction for sales tax accuracy

1. Select a transaction from the report to open it.
2. Review the sales tax amount and update it, if needed.
   Note: You may want to include a memo to the customer explaining that the updated transaction now has the correct sales tax, while the previous one lacked the correct amount.
3. Select Save and close.
4. Repeat this process for each transaction on the report.

Remediation steps for invoices

1. Open each transaction and review if the sales tax is showing in the summary section.
2. In case of new invoice experience:
   • If no sales tax is present, check if the transaction is set up correctly as Inclusive of Tax or Exclusive of Tax in the Invoice amounts are dropdown .
   • Select the correct sales tax code under the Sales Tax column. 
   • Lastly, select Save or Review and send on the transaction.
3. In case of old invoice experience:
   • If no sales tax is present, check if the transaction is set up correctly as Inclusive of Tax or Exclusive of Tax in the Amounts are dropdown .
   • Select the correct sales tax code under the Sales Tax column.
   • Lastly, select Save or Save and send on the transaction.

Remediation steps for expenses

For transactions that may have affected sales tax calculation on expenses, you will need to take the following steps for remediation:

1. Follow this link to complete the steps in product
2. Reopen the transaction(s) from the incident period. The transaction you saved earlier would have been saved with Out of Scope of Tax as the sales tax selection in the Amounts are dropdown .
3. You will need to change the Amounts are selection as required. For Inclusive of Tax and Exclusive of Tax selections, the Sales Tax columns will appear with no default selection. You must select the correct sales tax code in the Sales Tax column and then save the transaction.

These steps will make sure your transactions and reports reflect accurate sales tax calculations moving forward.

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