Resolve a payroll tax overpayment

Learn how to handle overpaid taxes in QuickBooks Payroll.

Are you seeing a negative tax amount in your payroll product, or have a credit notice from the CRA? We explain how to resolve tax overpayment issues.

Resolve the overpayment

If you have overpaid payroll tax, you will receive a credit notice from CRA. You can resolve some payroll tax overpayments in your payroll product to correct your reports and tax forms.

1. Follow this link to complete the steps in product
2. Select Payments.
3. Find the overpaid tax in the Action Needed section and select Resolve to check the overpayment. Overpayments appear as negative amounts.
4. You can apply an overpayment to a previous year. See the article Enter historical payroll tax payments.
5. If you wish to obtain a refund or want to apply your overpayment to the next liability period, you can do so by contacting us. To have the refund credited to you, you will need to contact CRA as well.

The following are the reasons for tax overpayments. You can resolve some payroll tax overpayments in your payroll product to correct your reports and tax forms.

• One or more paycheques were voided or deleted after a tax payment was made
• You made a duplicate tax payment in the same liability period