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Why Transactions from a Previous Period Appear in a Later Filing

Updated this week

It’s normal to see transactions from a previous period (like last quarter) show up in your current filing report. This typically occurs when transactions are just added or being finalized (remained as Pending status rather than moving to Committed status) after the original filing period closed.

Common Reasons

  • Late data entry or import: A sale or expense might have occurred in June but wasn't entered into your system until July.

  • System sync delay: Your e-commerce or accounting platform may have synchronized transactions after the deadline for the previous quarter's report.

  • Amended or corrected transactions: If you made changes to past transactions (like adjusting an invoice date or tax amount), these edits can cause them to appear in the next available report.


How Our System Handles It

To ensure accuracy, if a transaction wasn't available when a prior report was generated, our system automatically includes it in the next reporting period. This guarantees that every taxable sale is accounted for, preventing anything from being missed or duplicated.


What You Can Do

Check Sync Schedules

Review your platform's synchronization or reporting schedule to understand when data is finalized for each period.

Verify Dates

If older transactions appear in a new report, check their creation or sync date to confirm they were added after the previous period closed.

Amendments are for Errors

You only need to file an amendment if a transaction was originally reported incorrectly, not just if it appeared in a later filing due to timing.

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