All About Returns
This is where everything comes together. Once your transactions are synced and your registrations are in place, Galvix prepares your sales tax returns automatically.
Now your only job is reviewing and approving them so we can file and pay on your behalf. This guide is your starting point for understanding how returns work in Galvix. Think of it as a checklist you’ll move step by step through reviewing, approving, and troubleshooting your returns. Each step links to a detailed guide so you can dive deeper whenever you need.
In this guide, we cover:
Understanding Returns
The Returns section is where all your sales tax filings come together. Each period, Galvix takes the sales data synced from your billing systems, calculates what’s taxable, and organizes that into ready-to-file returns.
Here you’ll learn how Galvix takes all your synced sales data and turns it into ready-to-file returns. We’ll walk you through the Returns Page, how to read statuses, use filters, and navigate tabs, so you always know where each return stands. You’ll also get familiar with the Return Details Page, which breaks down everything from gross sales to the amount due, including how to spot any tax differences.
-> Understanding Returns in Galvix
Reviewing & Approving Returns
Once your returns are generated, the next step is reviewing them. We’ll show you how to quickly find returns marked Ready for Review, open them to check the details, and understand what the numbers mean. From there, you can approve a return with a single click or approve multiple returns at once using bulk actions. You’ll also learn what happens behind the scenes once a return is approved, and where to find filing confirmations afterwards.
-> Reviewing and Approving Returns
Troubleshooting Tax Differences
Now and then, you might see that the tax Galvix calculates doesn’t perfectly match what was collected in your billing system. Don’t worry, that’s normal, and it’s exactly what Tax Differences are designed to highlight. These differences often give you valuable insight into how your billing system is handling tax, and whether adjustments are needed.
In this section, we’ll break down what a positive or negative difference means, show you how to track down the specific transactions causing the mismatch, and guide you through the common fixes. Think of it as your troubleshooting kit for clearing up discrepancies so your returns stay accurate and compliant.
-> Troubleshooting Tax Differences
By the end of this guide, you’ll feel confident navigating your returns in Galvix, from understanding how they’re built to approving them on time to resolving any differences with ease. You can always reach out to support for any assistance.