Record a filed return
tax_record_filingRecord that a sales tax return was filed for a period: what was filed, when, with whom, and the confirmation. The return is kept as it stood. HUMAN-ONLY: this act is refused to you whatever your role — Filing a sales tax return is the person's signature to the tax agency. Ask your human to do it. The person files on the agency's site, then records it here: the period, the amount filed, the day and the confirmation. An agent prepares the return (tax_return) and shows it, and is refused this record whatever its role. An amount that differs from the return needs a reason; a later change to a filed period shows as changed since. Effects: return recorded as filed, kept as it stood with a hash.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| agency | No | Who it was filed with: "California CDTFA". | |
| period | Yes | The period filed: a month (2026-09) or a quarter (2026-Q3). | |
| reason | Yes | For the record: "September return, filed online". | |
| filed_on | Yes | The day it was filed. ISO date, YYYY-MM-DD. | |
| reference | No | The confirmation number the agency gave. | |
| filed_amount | Yes | The amount the return filed says is due. In cents (integer minor units) — 1250 means $12.50. | |
| difference_reason | No | Only when the amount filed differs from the return here: why. |