Tax Clear History Screen

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Clearing Tax History

Tax Tracking Report

Open  Tax Services > Tax Periodic Processing > Tax Clear History.

Click this button to clear the selected transaction types for all periods up to and including the specified year / period.

Specify whether to clear transactions by document date or fiscal period:

  • Document Date. Select this option to specify a range of document dates.
  • Fiscal Year / Period. Select this option to specify a range of fiscal periods.

Specify the range of tax authorities for which to clear transactions.

Select this option to clear purchase transactions.

Select this option to clear sales transactions.

Overview

Use the Tax Clear History screen to remove the following records from Tax Services:

  • Sales
  • Purchases

After clearing, you can no longer print the Tax Tracking report for the cleared data.