I accidentally uploaded a test transaction. How do I delete it?

If you haven’t yet clicked “Go Live!”, your TaxCloud account is still in test mode and you don’t need to worry about any of the transactions you’ve uploaded. In fact, we encourage you to complete and upload test transactions to make sure TaxCloud is functioning properly with your website before you go Live.

However, if you have already gone Live and want to delete a transaction, just process the transaction as a return and TaxCloud will automatically update your sales tax records.

If you’re not sure if you uploaded a Live or Test transaction, check to see which transactions are displayed on the “Transactions” page.

To do this, Click on the the three vertical dots in the upper right corner and a window will open, as per the screenshot below. By default, the system always shows completed (Captured) Live transactions once your account is Live. To switch to the Test account view, just de-select the 'toggle switch' for "Show Live Transactions".

 

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