Reverse undoes a sales tax filing in your books. Use it when a period was filed by mistake, filed for the wrong dates, or filed before a correction was made — so you can put the books right and file the period again.
Reversing changes your books only. If the return was already sent to the agency, reversing it here does not withdraw it; after refiling in SeroBooks, send the agency the correction the way it asks (for example an amended return).
Reverse a filing, step by step
- Open Vendors ▸ Sales Tax ▸ Manage Sales Tax and choose the agency at the top.
- Under 2 · Filed returns, choose Reverse on the return.
- The window Reverse this filing? explains what will happen. Type Why? — for example "Filed before March invoices were corrected".
- Choose Reverse, or Keep it to leave the filing alone.
SeroBooks confirms Filing reversed. The return stays in the list, dimmed, with the status Reversed, and its dates are free to be filed again. Its figures as filed can still be opened with View.
What happens in the books
- The filing's journal entry is mirrored: a second entry, dated the period end, with every debit and credit the other way round. Both entries stay in the books, so an accountant can see what was filed and when it was undone. Nothing is deleted.
- The tax goes back onto the tax collected and input tax credit accounts, and Sales tax filed and owing goes back down.
- Your reason is added to the filing's note.
- If the filing had itself moved your closing date (older filings did), the closing date goes back to where it was; a closing date you set yourself afterwards is left alone. The message says The books are back to being closed through … or The books are fully open again.
Then refile
- Make your corrections to the transactions in the period.
- Back in Manage Sales Tax, pick the same period (the screen opens on it, as the next return due).
- File it again. See Prepare and file a sales tax return.
When you cannot reverse
| Message | Why |
|---|---|
| A remittance of … has already been recorded against this filing. Void (or remove) the payment first… | A payment stands against the return. Reversing would leave that payment against a balance that no longer exists. Choose Void payment on the return to void each payment first (see Pay sales tax), then reverse it. Voided payments do not count: they stay listed at zero. |
| That filing has already been reversed. | Nothing more to do. |
Reversed filings have no Pay Sales Tax, Void payment or Reverse buttons. View still opens them, as filed, with any voided payments.
Permissions
Reversing needs Reverse a Filing.