Most "mistakes" are misclassified transactions, and you can fix them yourself in a few seconds. If something looks structurally wrong — a missing month, a wrong total, a duplicated upload — reach out to support and we will rerun the affected portion.
Fix a Misclassified Transaction Yourself
- Open the engagement and go to the General Ledger view.
- Find the transaction that's in the wrong category.
- Click the category dropdown on that row and select the correct one.
- The report totals update automatically. The new category becomes the default for future runs on the same vendor.
When to Contact Support
- A month or section of the year is missing from the report.
- Totals don't reconcile to your source statement (off by more than rounding).
- A transaction appears twice (duplicate from two source files).
- The report stalls or fails to generate.
What to Include When You Contact Us
- The engagement ID (visible in the URL when the engagement is open).
- A short description of what looks wrong and what you expected to see.
- A screenshot of the affected section, if possible.
For substantive tax questions — whether a particular expense is deductible, how to characterize income, what to file — please discuss with your tax professional. Our reports are informational and assist your CPA, they do not replace one.