How to edit totals in a return

Greenshades offers the ability to edit totals in a return to correct or update any errors you might encounter while completing your returns. Note that this will not affect totals within your accounting package; these edits only apply to the return you are submitting. Any totals updates you wish to be within your accounting package must be done there. In many cases, this is the desired workflow as you would update totals in your accounting package, and then sync these updates to Greenshades. However, if you desire to make quick edits within Greenshades to complete your returns, we will outline that method here.

To begin edits, select Click here to view and/or edit the information contained within this return. from your report filing screen.

After selecting the link, you will be brought to the Advanced Editor screen for this return. Note that this page is informational only; edits cannot be made from this screen.

Step 1: Select the Export Information button. This will prompt you to download a spreadsheet (Excel format) which will allow you to edit your totals. See below for more detailed information.

Step 2: Once your edits are done within the spreadsheet, select Browse and navigate to the saved and edited spreadsheet.

Step 3: Select Import once you have inserted the file from Step 2.

Step 4: Select Save and Finish. This will return you to the return filing screen where you may continue filing your return.

This is an example of the spreadsheet you will use to edit your totals. Note that there are several tabs at the bottom of the document. These tabs contain various levels of information within your return, grouped by type. Depending on the type of return, not all tabs may have information. For example, the StateOthers tab typically contains local return information, such as New York City taxes.

You may freely edit any and all totals within these tabs. However, take care not to add, remove, or edit any of the columns, or tabs in the sheet itself, as this could cause import errors.

While making edits to totals, note that any changes to liabilities at the employee level should also be reflected in the Liabilities tab. That tab contains all of your company level totals, which should match the sum of the employee totals. If they do not, you will see an error back on your return filing screen.

What do I do if I completely mess up my totals within the editor?

Not to worry! We've got you covered. Your original totals will never be affected, as we don't overwrite those in the process of making edits. Simply revisit your return filing screen, and you'll be prompted to Keep Your Changes or Discard Your Changes. If your edits are fine, choose Keep Your Changes and your edits will remain intact. However, if you'd like to return to your original, unedited totals, just choose Discard Your Changes.

Note that at any point during the editing process, Export will generate an export of the data as-is, including any previous edits you've made. If you need a spreadsheet with the original, unedited totals, use the step above to Discard Your Changes, and then return to the editor to Export a fresh sheet.