Initiate a GEC to Reverse Use Tax

Initiate a General Error Correction (GEC) document to reverse use tax in the current fiscal year, or to reverse use tax from a credit received

Using a GEC document to reverse use tax in the current fiscal year: 

  1. Log in to UAccess Financials and log in.
  2. Click on Accounting > General Error Correction

    UAccess Financials Screen

  3. On the newly opened GEC screen, complete the required fields: 

    1. Description - "Reversal of use tax"
    2. Organization Document Number - Original PCDO e-doc#
    3. Explanation - Brief explanation why the correction is needed. Use tax reversals are justified when the original purchase meets any of the following criteria:
      • It is tax-exempt based on intended use and supported by an exemption statement,
      • It is not considered tangible personal property,
      • It was not used or consumed in the State of Arizona, or
      • Sales or other excise tax was already paid to the vendor, as verified by an itemized invoice or receipt.


    GEC screen


 

  1. Go to the GL Entry Importing tab. Enter the e-doc # requiring use tax reversal in the Document Number field and click Search

    Import screen
     
  2. The Transaction with accounting lines will populate.

    accounting lines screen
     
  3. Select the expense line where the use tax was charged and the tax liability line under object code 9190. Click on Return Selected.
  4. Back on the GEC window, verify the selected lines are in the "Reversing" section

    Reversing screen


 

  1. If additional transactions need use tax reversal, repeat steps 6-7
  2. On the Error Certification tab, fill in all necessary areas to further explain the reason for a use tax correction. If an invoice is not available with the original e-doc, a copy should be attached.

    Error certification screen
     
  3. Click Save and review the General Ledger Pending Entries to verify credits and debits are posting to the correct accounts and object codes.

    Pending entries screen


 

  1. Click on the Route Log to view the Future Action Requests and next steps.  
    Route log screen
     
  2. Click Submit to process the GEC

See also: