Action Required: Review sales tax of transactions created or modified on March 2, 2026

On March 2, 2026, between 4pm and 7pm UTC, a system issue may have impacted tax calculations on transactions in your account. If you have tax turned on, it’s possible that tax wasn’t included for transactions created or modified in that timeframe. This includes invoices, sales receipts, estimates, project estimates, credit notes, or refund receipts.

Here’s how to identify transactions for review.

Step 1: Run a report of March 2 transactions

1. Go to Reports and select Standard reports (Take me there).
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 March 2, 2026.

Step 2: Review and save each transaction for tax accuracy

1. Select a transaction from the report to open it.
2. Review the 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 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 tax is showing in the summary section.
2. In case of new invoice experience:
   • If no 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 tax code under the Tax column. 
   • Lastly, select Save or Review and send on the transaction.
3. In case of old invoice experience:
   • If no 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 tax code under the Tax column.
   • Lastly, select Save or Save and send on the transaction.

Remediation steps for expenses

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

1. Go to All apps , select Expenses & Bills, then select Expense transactions (Take me there).
2. Open each transaction and review if the tax is showing in the summary section.
3. If no tax is showing, it may have been saved with tax as out of scope.
4. You will need to change the selection from the Amounts are dropdown , as required.
   Note: Once you select Inclusive of Tax and Exclusive of Tax, the Tax columns will appear with no default selection. You must select the correct tax code in the Tax column and then save the transaction.

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

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