# Reopen, adjust or undo a sales tax return

Add a discount or penalty to a sales tax return, undo a recorded payment, or reopen a filed return to correct it.

Canonical: https://demo.qixcount.com/help/taxes/correct-a-sales-tax-return

Who can do this: Owners, or people with *View financial reports*; adjustments and undoing a payment also need *Post journal entries*

Where: Tax, then Sales tax returns

You'll need: Tax turned on in Features; a return for a state, not a period under No state

## Add or change an adjustment

Use an adjustment when the amount the state asks for differs from the tax collected. A discount lowers the amount to pay. A penalty or interest raises it.

1. Open **Tax**, then select **Sales tax returns**.
2. Select **Open** on the return's row.
3. Under **Adjustment**, select **Add adjustment** or **Change adjustment**.
4. Select the **Type**: a discount, a penalty or interest, or **No adjustment** to remove one.
5. Enter the **Amount**.
6. Enter a **Note** if useful, up to 255 characters.
7. Under **Posts to**, choose an active income or expense account.
8. Select **Save adjustment**.

The **Amount to pay** changes at once. Nothing posts until a payment is recorded: the adjustment posts to its account with the payment that settles the return. An earlier part payment clears tax owed first.

- A discount must be less than the tax owed.
- You can change the adjustment only while no payment stands on the return. Undo the payments first.
- Adding a penalty to a return that was settled with nothing to pay puts it back to Filed, not paid.

## Undo a payment

> [!WARNING]
> **Undo payment** posts a reversing journal entry dated today. The original entry stays in your books with its reversal.

1. Open the return.
2. Under **Payments**, select **Undo payment** on the payment.
3. Select **Undo payment** in the dialog.

The return goes back to Filed, not paid, and the payment stays listed, marked **Undone**. You can then record the payment again with the right date, account or amount. Reversing the payment's journal entry from the journal has the same effect on the return.

## Reopen a filed return

**Reopen return** appears on a return that is marked as filed and has no payment standing. If a payment is recorded, undo it first.

1. Open the return.
2. Select **Reopen return**.
3. Select **Reopen return** in the dialog.

The filed date, the confirmation number and the figures kept at filing are cleared. The return shows today's figures again, and you can [mark it as filed](https://demo.qixcount.com/help/taxes/record-a-tax-return) once more. Nothing is posted to your books. A saved adjustment stays on the return and is checked again when you mark it as filed.

Reopening keeps the exemption saved on each original invoice line and its linked credits. A later certificate change does not reclassify those sales. An invoice void or journal reversal takes all sales and tax out on the reversal date, including no-tax lines and the invoice discount.

Reopening changes only QixCount's record. Whether the state needs an amended return is between you and the state.

## Who can do this

**Reopen return** needs *View financial reports*, as marking a return as filed does. Saving an adjustment and **Undo payment** also need *Post journal entries*, because they affect what posts to your books. Without it, those buttons are not shown. Owners have both.

These actions are for a state's return. A period under No state can't be reopened or adjusted. See [Find and read sales tax returns](https://demo.qixcount.com/help/taxes/filing-periods#periods-under-no-state).

This guide explains how QixCount works. It isn't tax, legal or accounting advice.