Beginning with the November 2025 sales month, there are important changes related to the sales tax process listed below.
- Units must ensure that accrued sales tax (ledger account 20500) for the November sales month is recorded/approved in the general ledger for the November accounting period no later than 4 p.m. on December 5, 2025. This new deadline ensures the tax liability is recorded in the proper period (the month of sale or invoice) and aligns with the monthly fiscal close deadline (business day 5).
- The Sales Tax Reporting Form (download link) for November must also be submitted to the Tax Office via email by close of business on December 5.
- Unit-level activity in the 20500 accrued sales tax ledger account will be swept to central worktags via a Workday Allocation after month-end close.
- The journal source that clears the payable at the unit level will be “Allocation”; the Tax Office will no longer use manual journals to relieve the payable.
- Please reach out to the Tax Office with any questions about these process changes.