Tax submission - Refresh transactions after editing in Xero | Scribe

    Tax submission - Refresh transactions after editing in Xero

    • GenerateGenerate
    • XeroXero
    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.
    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

    Navigate to the Entities tab, choose the entity and click to view any open submission.
    Go to the second tab for **Transactions.**
    You can **Search** for any transaction or otherwise find the transaction in the list.
    Click on the **Xero icon image** next to the transaction you would like to edit.
    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

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

    Export transactions

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