Record tax payments made outside of QuickBooks Online Payroll

Learn how to enter tax payments made for prior tax periods, or payments made outside of QuickBooks Online Payroll.

If you've already paid taxes outside QuickBooks Online Payroll but it's still showing as a tax due on your payroll product, you'll need to record these payments.

We'll show you how to record prior tax payments in QuickBooks Online Payroll.

Record your tax payment

1. Go to Taxes and select Payroll tax (Take me there).
2. Select the Payments tab.
3. Review the payments listed and locate the tax you want to record a payment for.
4. If the payment is listed, from the ▼ dropdown select Mark as paid.
5. Under Do you want this recorded in your books?:
   • If you wish to add this transaction manually in or out of QuickBooks, select No, I’ll pay and post this transaction either in or out of QuickBooks.
   • Or, if you wish to record this payment in QuickBooks:
     1. Select Yes, I want this payment synced with my QuickBooks accounts.
     2. If you wish to print a cheque, select Add to print cheque queue.
     3. Select a bank account from the Record to ▼ dropdown.
     4. Select the date you made the payment on.
     5. (Optional) Enter the Cheque number and Notes as appropriate.
6. Select Mark paid, then select Done.

If the payment is not listed, continue with the steps below

1. Go to Taxes and select Payroll tax (Take me there).
2. Select the Payments tab.
3. Select Record tax payments (prior tax history).
4. Select Add payment.
5. Select a Tax type, then enter the following:
   • Period start date and Period end date—the period that the taxes were accrued
   • Payment date
   • Cheque number (optional)
   • Memo (optional)
   • Payment Amount—Enter an amount for each tax item covered in the payment.
6. Select Submit payment.

If you need to edit a prior payment

1. Go to Taxes and select Payroll tax (Take me there).
2. Select the Payments tab.
3. Select Record tax payments (prior tax history).
4. Change the date range to find the tax payment.
5. Next to the payment you want to change, select Details, then select Edit payment.
6. Modify the tax payment, then select Update payment.