Edit entry
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/tax/entries/:id/edit
How to get there
Section titled “How to get there”Finance → Payroll → Tax & Compliance → GST/HST Q2 remittance → Edit Entry
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Payroll module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Payroll | Must be granted on its own (not part of Manage) |
| Save all changes | Edit on Payroll | Manage also grants it |
| Edit notes | Edit on Payroll | Manage also grants it |
What you see
Section titled “What you see”- Tax
- Period & dates
- Amount & status
- Notes
- Tax entry card — Editing
- GST/HST Q2 remittance
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Edit notes
- Hide Notes
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Tax type | Yes | combobox | Sales Tax |
| Tax name | Yes | textbox | Illinois ST-1 sales tax |
| Reference / Jurisdiction | No | textbox | ST-1 confirmation 4471-8829 |
| Tax period | Yes | textbox | Q2 2026 |
| Due date | Yes | textbox | 2026-07-31 |
| Filing date | No | textbox | |
| Paid date | No | textbox | |
| Tax amount | Yes | textbox | 5310.5 |
| Status | No | combobox | Pending |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27