You can now review and approve your tax data before it is added to returns.

Sales Tax Filing 5.0 includes changes to how your data flows into the filing system. A new Tax Summary Review page also gives you visibility and control over your tax data each month before it flows into Sales Tax Filing.

Tax Summary Review page

Data no longer streams directly to Sales Tax Filing after it is saved in Tax Determination or uploaded through Batch Determination. Instead, Sales Tax Filing processes your data on a day you choose, based on the date type and date range configured in your settings. Your tax totals by state and legal entity then display on the new Tax Summary Review page, where you have 24 hours to approve or reject the data before it is added to returns. If you do not act within that window, your data is automatically approved.

If you find issues with your data after it has been added to returns, you can delete the data on the Tax Summary Review page. After the data is deleted from Sales Tax Filing, you can replace it with corrected data or update your data processing settings.

Other changes

Sales Tax Filing also aggregates your sales data on the Return Data tab and Pending Transactions page based on several fields, including:

• Tax type

• Taxing jurisdiction

• Tax name

• Product code

Transactions within a filing period that share the same values combine into a single line item and receive an aggregate transaction ID, which you can use to trace transactions back to the original invoices using the Compliance Detail Report.

Why Sales Tax Filing aggregates data

Aggregating data reduces the volume of data in the system, improving performance when moving returns through the workflow, editing return worksheets, and holding and releasing data. It also means fewer line items to review in Sales Tax Filing, as transactions that share information now group into a single line.