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Level 1

If you need to find transactions your client entered in a sales tax period (that has already been filed), you should create which report?

 
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Level 3

If you need to find transactions your client entered in a sales tax period (that has already been filed), you should create which report?

Hi there, support!

We can find the transactions by pulling up the View Exception Details report.

Here’s how:

  1. Go to Taxes tab.
  2. Click on the drop-down next to Prepare return.
  3. Select View Exception Details.

If you'll add a transaction in a previously filed period, it will be automatically recorded in the Tax Exception report. It contains tax amounts that have been added, modified or deleted in a previously filed tax period. These transactions will be added in your next filing period for tax purposes.

Please let me know if you have other questions. I'd be more than happy to assist you further. Have a good one!

Highlighted
Level 1

If you need to find transactions your client entered in a sales tax period (that has already been filed), you should create which report?

It looks like the exception reports are not clickable... is there a way to bring up a single transaction from one of those reports that are not in the current tax period?
Highlighted
Level 1

If you need to find transactions your client entered in a sales tax period (that has already been filed), you should create which report?

It doesn't look like the items on the exception report (from last period) are being added to my current HST report - why would that be?