Manage sales tax payments

Learn how to record, adjust and delete sales tax payments in the tax centre.

The tax centre in QuickBooks has what you need to handle sales tax. You can record payments for different time periods and make adjustments as needed. In this article, you’ll learn how to record, adjust, and delete sales tax payments in the tax centre.

Here's how to manage tax payments and other tasks in the tax centre.

Note: If you don't see the features mentioned below, you may be using the tax feature. Learn more about setting up and using sales tax.

In this article, you'll learn how to:

• Get a tax liability report
• Record a sales tax payment
• Adjust a sales tax payment
• Delete a sales tax payment

Review sales tax reports

Get a sales tax liability report

1. Go to Reports and select Standard reports (Take me there).
2. From the Type report name here ▼ dropdown, enter Taxable sales summary and select it.
   Note: The name of this report may vary based on the location of your QuickBooks Online file.

The report shows each sales tax agency, the taxable amount of sales, and payments.

See all of your sales tax payments

1. Go to All apps , select Sales Tax, then select Overview (Take me there).
2. To view the list of payments, select Payments tab and select View.

Manage sales tax payments

Record a sales tax payment

1. Go to All apps , select Sales Tax, then select Overview (Take me there).
2. Select Filings tab, locate the tax filing from the Filed section.
3. Select Record payment.
   Note: Based on the status of your return, this option may be available under View summary ▼ dropdown.
4. From the Payment From ▼ dropdown, select the account you're making the payment from.
5. Select the Payment Date.
6. Select the outstanding tax payment and adjust the amount as needed.
7. Select Add interest/penalty if you need to add one to the filing.
8. Select Record payment.

Adjust a sales tax payment

You can make an adjustment while filing your taxes.  

1. In the Fillings tab, select Prepare return.
2. Enter date from the End date and Filing date ▼ dropdowns.
3. On the Prepare sales tax return page select Adjust.
4. Select account from the Adjustment account ▼ dropdown.
5. Enter the amount from the Adjustment amount field.
6. Select Save.
7. Select Mark as filed.

Use this when you need to decrease or increase the amount of sales tax payment for things like credits, discounts, fines, interest, penalties, and corrections for rounding adjustments.

Note: sales tax can get complicated. If you have questions, reach out to your accountant or tax agency.

Delete a sales tax payment

1. Go to All apps , select Sales Tax, then select Overview (Take me there).
2. Select the Payments tab.
3. Select Delete from the Action column, then select Yes to confirm.

Note: After you delete a payment, the page doesn't refresh automatically.
Leave and come back to the Taxes menu. The payment shouldn't appear anymore.

Related links

• Learn more about how cash and accrual accounting affect sales tax.