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Work with returns

Resolving Data Sync Issues

If there are any problems with synchronising between periodic and annual returns, an indicator appears in the upper right corner. The indicator shows the number of returns with synchronisation issues. You can hover over the number to show a tooltip with more information.
  1. To resolve data sync issues, select
    Reports
    , then
    Reports
     on the navigation bar.
  2. In the
    Report Name
     column, use the filter to find the Returns with Sync Issues report.
  3. Select the hyperlinked report name to open the Set Report Parameters page.
  4. Use the
    Start Date
     and
    End Date
     selectors to enter the same start and end dates as the annual return with the sync issues.
  5. Select
    Run
    .
  6. From the list of results, use the filter function in the
    Entity
    column to find the entity name associated with the annual return.
  7. Check the e-filing and calculation status of every return in the list. The return is not locked for filing if the e-filing status is Not Sent and Calculation Status is Draft.
Returns that are not locked
Locked returns
  1. Open the return with the sync issue and make any small change that triggers an update, such as inserting a blank row.
  2. Save the return.
  3. Repeat these steps for all returns in the list.
This procedure ensures that data from each return goes to the Annual return and clears the Annual Returns sync counter.
Contact the ONESOURCE Indirect Tax Compliance support team and work with them. The database team needs to get data from the locked return flow into the annual return to clear the sync counter.

This article applies to:

  • PRODUCT: ONESOURCE Indirect Tax Compliance