How do I file an amended return?

You can use your TaxJar Reports to file an amended return from a previous filing period. If you're enrolled in AutoFile, our system does not automatically support amending returns at this time. Currently we support amending in all states.

• If you need to access Reports from a previous filing period, from your TaxJar Dashboard click the "Sales Tax Report" button for the state you need to file an amended return. 
• Use the Navigational Arrows at the Top Right of the Sales Tax Report to select the past filing period you would like to view.
• When you're ready to file your return, you'll need to enter the details from your TaxJar Report into the sales tax form at the state's e-file website. (We have a list of all state DOR/e-file websites here.

You may request that TaxJar file your amended return for you for $99 per return.

• Send a request by email to support@taxjar.com including the following information:
  1. Reason for the amended return(s)
  2. The state name(s) and specific filing period(s) you would like TaxJar to amend
  3. Amendments will only be filed based on your 'Expected Sales Tax Due' Report for each of the affected state(s) and period(s). 
     • Confirm that you have reviewed and approve that the amendment(s) be filed based on the Expected amounts.
  4. Written agreement to the $99 filing fee for each amended return requested. 
     • Clearly state that, "Yes, I agree to the $99 fee per amended return."
     • You will not be charged until after the return(s) have been successfully amended.

Once your request is received, our filing team will review your filing details for that state.Please note, many states allow you to log in to your state’s taxing authority and amend a previous return; however, some states may require that you fill out your amended return via paper. 

• As with anything sales tax-related, each state has its own laws, rules, and regulations. 
• You can find links to every state's department of revenue here and if you have any questions, we provide how to call each state here.

If you have refunds from a prior period, the refunded orders you'd need to track to amend your returns are displayed differently by state, and we discuss this in more detail here.  

Before any updates take place to your data, we recommend exporting your original transactions (here's how) for the period(s) you will be updating in the case of a future audit or if you need this data as supporting documentation in the case of an amended return. The maximum timespan you can download at one time is 12 months, so if you need more than that, you will need to download one year at a time.

Certain states require electronic amendments, and therefore TaxJar will have to complete these these amended returns. These states are: CO, GA, IA, IL, KY, MN, NC, NE, NJ, OH, UT, WA, and RI for periods after Jan 1, 2023. 

Please note:

• Submission of this request does not guarantee your sales tax returns will qualify to be amended, as amendment regulations vary from state to state.
• Once your request is received and confirmed by our filing team, you will be provided with the estimated delivery time frame for your returns.