Adjustments

Adjustments allow partners to update a return’s liability by correcting errors or accounting for changes before the return is filed. Common use cases include reconciling unassigned transactions, applying prepayments or credits, or correcting registration data. Adjustments must be made within the open period and before the liability summary is locked for filing.

To make adjustments, follow these steps:

Understand when adjustments are needed
Create an adjustment
Check adjustments on a return

Understand when adjustments are needed

Partners may need to make adjustments if:

Transactions were missed or imported incorrectly.
Credits or prepayments weren’t applied.
A customer registration number wasn’t set but is required for filing.
A return needs to be amended with updated information before approval.

Create an adjustment

To submit an adjustment:

Use the adjustFilings mutation.
Provide the required filingId, amount, and a descriptive reason.
Adjustments must be applied at the company return level and are tied to a specific filing cycle.

View request:

mutation AdjustFilings {
  adjustFilings(
    input: {
      companyFilingsAdjustInput: {
        accountType: ACCOUNTSRECEIVABLEACCOUNTSPAYABLE,
        amount: -2.5,
        period: CURRENTPERIOD,
        type: "JURISDICTIONISSUEDCREDIT",
        filingId: 8802992
      },
      companyId: 123456,
      country: "US",
      formCode: "USTX0111401116",
      month: 2,
      region: "TX",
      year: 2025
    }
  ) {
    accountType
    amount
    filingId
    id
    isCalculated
    period
  }
}

View response:

{
  "data": {
    "adjustFilings": [
      {
        "accountType": "ACCOUNTSRECEIVABLEACCOUNTSPAYABLE",
        "amount": -2.5,
        "filingId": 123456,
        "id": 123456,
        "isCalculated": false,
        "period": "CURRENTPERIOD"
      }
    ]
  }
}

Tip

If applying adjustments to multiple returns, repeat the mutation for each applicable filingId.

Check adjustments on a return

After submitting an adjustment, partners should verify that the changes have been applied.

Use the filings query to check:

Current balance due
Adjustment(s) on record
Whether the return is locked or still open

View request:

query Filings {
  filings(input: {companyId: 123456}) {
    recordsetCount
    value {
      companyId
      id
      month
      type
      year
      filingRegions {
        returns {
          taxFormCode
          formName
          filingType
          filingFrequency
          filingCalendarId
          filedDate
          id
          returnTaxDetails {
            nonTaxableAmount
            numberOfNights
            salesAmount
            taxAmount
            taxType
          }
          adjustments {
            amount
            type
            accountType
          }
        }
      }
    }
  }
}

View response:

{
  "data": {
    "filings": {
      "recordsetCount": 1,
      "value": [
        {
          "companyId": 123456,
          "id": 123456,
          "month": 3,
          "type": "ORIGINAL",
          "year": 2025,
          "filingRegions": [
            {
              "returns": [
                {
                  "taxFormCode": "TX0111401116",
                  "formName": "TX 01114 01116 (State Return)",
                  "filingType": "ELECTRONICRETURN",
                  "filingFrequency": "MONTHLY",
                  "filingCalendarId": 651670,
                  "filedDate": null,
                  "id": 8999340,
                  "returnTaxDetails": [
                    {
                      "nonTaxableAmount": 0,
                      "numberOfNights": null,
                      "salesAmount": 20.26,
                      "taxAmount": 1.67,
                      "taxType": "Sales Tax"
                    },
                    {
                      "nonTaxableAmount": 0,
                      "numberOfNights": null,
                      "salesAmount": 0,
                      "taxAmount": 0,
                      "taxType": "Consumer Use"
                    }
                  ],
                  "adjustments": [
                    {
                      "amount": -0.02,
                      "type": "CurrentPeriodRounding",
                      "accountType": "ACCOUNTSPAYABLE"
                    },
                    {
                      "amount": -0.01,
                      "type": "CurrentPeriodDiscount",
                      "accountType": "ACCOUNTSPAYABLE"
                    },
                    {
                      "amount": 0.83,
                      "type": "Other",
                      "accountType": "ACCOUNTSRECEIVABLE"
                    },
                    {
                      "amount": 0,
                      "type": "MARKETPLACE",
                      "accountType": "ACCOUNTSRECEIVABLEACCOUNTSPAYABLE"
                    },
                    {
                      "amount": -2.5,
                      "type": "JURISDICTIONISSUEDCREDIT",
                      "accountType": "ACCOUNTSRECEIVABLEACCOUNTSPAYABLE"
                    },
                    {
                      "amount": 0.01,
                      "type": "Other",
                      "accountType": "NONE"
                    }
                  ]
                }
              ]
            }
          ]
        }
      ]
    }
  }
}

Attention

Considerations for partners

Adjustments are visible to Avalara’s compliance team, so clear documentation helps prevent processing delays.

Ensure that transaction imports and adjustments don’t conflict (for example, double-counting tax credits).