Review and edit transactions

In the returns tab, open the tax return you wish to review by using the **View** button

In the Transactions tab you may use the **Search box** to find a particular transaction - you may search for a number a different fields (including some that are not visible in the table such as the customer name).

Once the transaction has been identified, you can open any transaction directly in the accounting software by using the **View** button

On opening the transaction you may edit some details (such as the tax component) and update

Click "Update"

We come back to generate.TAX (note the number of transactions)

Click the **Refresh data** button

The number of transactions in the VAT return changed (in this case a few entries were amended by the accounting software so a number of lines were added to the return).

In this case we will download all transactions into Excel and investigate transactions in bulk. To download a smaller dataset, you may first use the Search functionality.

Click on the **Recent Downloads** in your browser

This will open the created export file in Excel - the **Enable Editing** button needs to be clicked to work on the file

The data set is best converted into a Excel Table by using the Insert > Table as shown below

You may now use filters to search for specific data - in the example below we are looking at all transactions in Box 18