Update adjustment

The update filing adjustment operation lets you update an existing filing adjustment. You can change details like the amount, filing period, adjustment type, and account type. You can also add optional metadata, such as the reason for the change.

Note

A filing adjustment can only be updated before it has been approved.

Filing adjustment parameter values

The following table describes the supported parameter values used when editing a filing adjustment, including their possible enum values and how each value affects tax reporting, accounting treatment, and filing behavior.


Enum	Possible values	Notes
AccountType	`AccountsReceivableAccountsPayable`, `AccountsReceivable`, `AccountsPayable`	`AccountsPayable`: Increases tax liability (penalties, additional taxes owed, interest). `AccountsReceivable`: Creates receivables (refunds, overpayments, credits). `AccountsReceivableAccountsPayable`: It affects both parties. None: Neutral or informational. Common use: Most adjustments are `AccountsPayable` (you owe more) or `AccountsReceivable` (you're owed a refund).
Period	`CurrentPeriod`, `NextPeriod`	Filing period to which the adjustment applies.
type	`PENALTY`, `INTEREST`, `TAX`, `REFUND`, `CREDIT`, `AUDIT_ADJUSTMENT`, `CORRECTION`	`PENALTY` - Penalty charges. `INTEREST` - Interest charges. `TAX` - Tax adjustments. `REFUND` - Refund amounts. `CREDIT` - Credits. `AUDIT_ADJUSTMENT` - From audits. `CORRECTION` - General corrections. Purpose: Used for reporting, categorization, and accounting classification.
reason	String	Reason (String - Optional but recommended). Purpose: Document why you're making the adjustment. Best practice: Always include for audit trail. It must include: What happened? Reference numbers (notice #, case #) Dates Source of adjustment For example: "Late filing penalty assessed per Notice #TX-2024-5678 dated 09/15/2024".
isCalculated	`False`, `True`	false: Manual adjustment - You specify the exact amount (for example, from tax notice, audit). true: System-calculated - The system recalculates based on updated transaction data. Common use: Set to false for penalties, interest, and audit assessments.

Prerequisites

Company ID
Adjustment ID
The associated filing must be unapproved

To update an existing filing adjustment, use the UpdateFilingAdjustment mutation.

View request

mutation UpdateFilingAdjustment {
  UpdateFilingAdjustment(
    companyId: 9882216
    adjustmentId: 5184346
    input: {
      type: "JURISDICTIONISSUEDCREDIT"
      period: NextPeriod
      amount: -9.5
      accountType: AccountsReceivableAccountsPayable
    }
  ) {
    accountType
    amount
    filingId
    id
    isCalculated
    period
    reason
    type
  }
}

View response

{
  "data": {
    "UpdateFilingAdjustment": {
      "accountType": "AccountsReceivableAccountsPayable",
      "amount": -9.5,
      "filingId": 10258599,
      "id": 5185530,
      "isCalculated": false,
      "period": "NextPeriod",
      "reason": null,
      "type": "JURISDICTIONISSUEDCREDIT"
    }
  }
}

A successful update returns the updated adjustment details.