Troubleshoot a tax submission

When you start a tax submission, transactions with transaction dates after the start date that's defined in the tax solution setup through to the last date of the most recently closed period, excluding any transactions that have already been submitted in a return, are gathered for the submission.

Ensure that transactions have been created after the start date of the first tax submission period (defined on the Tax Solution Information page) and the GL periods are closed for the period you're submitting taxes for. If you're creating a tax submission for multiple entities, ensure that the period you want to report has been closed for all entities. The best practice is to close the books for all entities on the same date.

When you start a tax submission, the transactions that are included in the submission are locked to prevent any changes that could affect the submission. You can, however, make partial edits to Accounts Payable and Accounts Receivable transactions, because these edits do not affect the tax information in the submission.

To make more than partial edits or edit other transactions before submitting the tax return, delete the tax submission in Sage Intacct. Open the books to make changes to transactions that will affect the taxes. Then, close the books and start the tax submission again.

When the list of transactions to include in a tax submission is created, transactions with a transaction date that's after the start date defined in the tax solution setup through to the last date of the most recently closed period, excluding any transactions that have already been submitted in a return, are gathered for the submission.

Any transactions that were entered after the last tax submission with transaction dates earlier than the selected tax submission period are eligible to be reported in the current period. They appear as late transactions, and you can decide whether to include them in the current tax submission or a future tax submission.

If you enter transactions that occurred in a period for which you've already submitted taxes, you can include them in your next tax submission. They'll appear as late transactions in the submission workflow. You can choose to include them in the current tax submission or leave them for a future tax submission.

And for SA VAT or UK VAT, you have the additional option of ignoring late transactions and never including them in any submission.

The transactions that are eligible to be included in a tax submission are based on transaction dates and not posting dates. When you start a tax submission, transactions with transaction dates after the start date defined in the tax solution setup through to the last date of the most recently closed period, excluding any transactions that have already been submitted in a return, are gathered for the submission.

After a tax submission is completed and submitted to the tax authority, all the transactions included in the tax submission are locked. However, you can partially edit Accounts Payable and Accounts Receivable transactions because these edits do not change the reported tax information.

If a change is needed that cannot be completed by a partial edit of the AP or AR transaction or by reopening the books to reclassify an AP or AR transaction, you can enter an adjusting transaction.