Tax submission - Refresh transactions after editing in Xero | Scribe

    Tax submission - Refresh transactions after editing in Xero

    1
    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.
    information ordinal icon
    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

    2
    Navigate to the Entities tab, choose the entity and click to view any open submission.
    3
    Go to the second tab for **Transactions.**
    4
    You can **Search** for any transaction or otherwise find the transaction in the list.
    5
    Click on the **Xero icon image** next to the transaction you would like to edit.
    6
    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

    7
    Once in the generate.TAX tab, click on **Refresh** so data is updated and any additional transactions are populated.
    8
    It is important to **Save the VAT return** once changes are done.

    Export transactions

    9
    You can click on **Export Transactions** to view the transactions in Excel, where you can filter and review the data.