Tax submission - Refresh transactions after editing in Xero | Scribe

Tax submission - Refresh transactions after editing in Xero

  • GenerateGenerate
  • XeroXero
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Once you have completed a [tax return mapping](https://scribehow.com/shared/Mapping_of_tax_returns__miRoTgJ7Q0CDBt_aBFWCdg?referrer=documents) and generated a new [Tax submission](https://scribehow.com/shared/Create_a_new_Tax_Submission__N8-YQsF2QnmEFF1Xn65cwg?referrer=documents) you are able to edit transactions directly in Xero through generate.TAX. ⚠️ This functionality is only available for open submissions and will not impact any returns that have already been submitted.
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Data on [generate.TAX](http://generate.TAX) can be refreshed whenever updates occur, whether through edits in generate.TAX as per this guide or changes made in Xero.

Editing a transaction

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Navigate to the Entities tab, choose the entity and click to view any open submission.
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Go to the second tab for **Transactions.**
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You can **Search** for any transaction or otherwise find the transaction in the list.
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Click on the **Xero icon image** next to the transaction you would like to edit.
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You will be prompted to sign in to Xero, after which you can make the necessary changes directly in Xero. Once you're done, simply click Save.

Refresh for Edits

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Once in the generate.TAX tab, click on **Refresh** so data is updated and any additional transactions are populated.
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It is important to **Save the VAT return** once changes are done.

Export transactions

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You can **Export Transactions** to Excel or PDF. [Read more here](https://scribehow.com/shared/Exporting_data_in_generateTAX__B0gOxT6KSOCs8kUIpkZGFA).