How to Mark a Transaction for Reporting Directly

You can mark a transaction (in Ready status) for reporting directly.

To mark a transaction (in Ready status) for reporting manually through the Tax Authority web site, follow these steps:

  1. Query the transaction and edit it.
  2. Change Transaction Status as D (Directly Reported).
    Important: After you report the transaction, DO NOT CHANGE submission status. If your reporting isn’t successful, you must follow up exclusively for such transactions.