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Level 1

Sales tax exception report

Re:  Sales tax exception report exists after hst filed.    How do I fix, without the same transactions getting posted to next period, or can I do that. 

Can anyone explain a little more clearly this report?

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Best answer March 11, 2019

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Level 3

Sales tax exception report

There is nothing to fix.

The Sales Tax Exception report identifies transactions that are dated in a prior tax-reporting period but were entered after the return was filed (in QB) for that period.  These transactions will automatically be included in the next return,


If you don't like that, you have these alternatives:

- Never post back-dated transactions.

- Submit an amended return for the prior period.

View solution in original post

15 Comments
Highlighted
Level 3

Sales tax exception report

There is nothing to fix.

The Sales Tax Exception report identifies transactions that are dated in a prior tax-reporting period but were entered after the return was filed (in QB) for that period.  These transactions will automatically be included in the next return,


If you don't like that, you have these alternatives:

- Never post back-dated transactions.

- Submit an amended return for the prior period.

View solution in original post

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Level 1

Sales tax exception report

Thanks, that is just what I needed to know!
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Level 3

Sales tax exception report

You're welcome.
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Level 1

Sales tax exception report

How do you view the exception report from a prior period? If you are being reviewed by gst they will have questions?
Level 3

Sales tax exception report

You cannot view a prior-period exception report, every time you "file" a return the current exception report is deleted.
Too late for you now, but I ALWAYS export the following to Excel before filing a return:
- Exception report.
- Tax Agency Detail report.
- Detail report updated and refreshed if I make any changes before filing.
- P&L report.
- Any other report that may help you explain apparent discrepancies (for some of my clients a sales report is helpful).
Highlighted
Level 1

Sales tax exception report

Go to the Sales Tax menu > View Prior Sales Tax Returns.

Whichever you select will pull up all reports relating to that sales tax filing.

 

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Level 1

Sales tax exception report

Hi,

I filed 2017 GST return in January (my client was way behind when I took over his books).

QBO automatically post JE to GST Suspense (debit) -$11,400. 

In February we received an assessment that CRA did not allow his ITC and let him pay $4,800 plus penalties.

I recorded his payment under bill - CRA as payee and under account Non-Refundable taxes thereafter penalties. But the GST suspense of -$11,400 is still sitting in this account. I am going to do an adjustment JE of credit GST suspense and debit  Non Refundable taxes?

I just need confirmation if I'm doing this right.

 

Thanks,

Marg

 

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Level 2

Sales tax exception report

 

That's not true, none of the transactions from the exception report show up on the detailed listing for the current period and in order to include the transactions from the exception report you need to make an adjustment.

 

Why doesn't the sales tax report work in the same manner as the desktop version, where if you've made an entry in a previous period after you've filed a GST return for that period it shows up as a carry forward balance on the detail report? The online version is very frustrating. I have so many unused ITCs because of the stupid "exception report."

 

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Level 1

Sales tax exception report

Just had the MOST frustrating experience with QB ONline support.  The representatives have no clue how to guide one through making adjustments to the GST/HST Return in QBO.  The issue is that journal entries that were edited since the last return are being flagged as exceptions and adding to the HST collected, which is not accurate.  It was paid in the last filing!  QBO really needs to figure this one out!

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QuickBooks Team

Sales tax exception report

Hi there. Your time is valuable and I want to make sure you get the support you need. It's important you reach out to our support so they can take a closer look at your account. That way you can share your account info in a private/secure environment. I encourage you to learn more about Exceptions by reviewing this helpful article: Sales tax exceptions.  In case you have further questions, don't hesitate to reach out to our support team using this link

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Level 1

Sales tax exception report

I'm having this same issue with a client.  The client files their own HST in QBO, so I don't know how the HST on the exception report gets cleared.  Are you able to confirm if the HST on the exception reports automatically gets included in the next filing period?

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QuickBooks Team

Sales tax exception report

Hi there. That's correct.

 

When preparing Sales Tax returns, you may see a column titled Exception Amount. The amounts in this column represent transactions you have previously filed for, but have since been changed, deleted or added. This is to ensure that no sales tax collected (or credits earned) is missed or duplicated.

 

If you delete and recreate a transaction for a previous period, then both changes will show as exceptions, but will net out to zero. This is also caused by editing and saving a transaction, even if the line item in question was not changed. This is perfectly normal and should not affect the balance of your filing.

 

For more information, check out this article: Sales tax exceptions. For further details, please reach out to our tech support team.

 

Cheers. 

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Level 1

Sales tax exception report

I just undid an HST Filing - because I wanted to print it and didn't see a way to print after Filing.  It has totally wiped out the exceptions, so now when trying to file, it doesn't include them and shows me owing more than is applicable!

Even though it is an online program, we should still be able to print or PDF the actual filing in a manner that looks decent...not a screenshot.

Frustrated as usual when dealing with QBO.

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Level 1

Sales tax exception report

Regarding message "Go to the Sales Tax menu > View Prior Sales Tax Returns.

Whichever you select will pull up all reports relating to that sales tax filing."

 

In all their wisdom, they must have deleted this from the options.  Now, there is no way to print the Summary report.

Highlighted
QuickBooks Team

Sales tax exception report

Hello Janetta,

 

Thanks for joining in on this thread and taking the time to share your thoughts. I'd like to take a moment to clarify the information in this thread and get you back on track with your sales tax filing in QuickBooks Online.

 

After you've filed sales tax in QuickBooks Online, you'll see the filing in the Filed section on the Sales Tax page. Each filing has the option to record a payment or refund or to view the summary for that filing. Each of these options is also available in the drop-down arrow. Clicking View summary will bring up the summary report with the Line description, related amounts, and balance. If this is what you were looking at, I see what you mean about there not being a clear way to export or print this page, but here's another way you can find it.

 

The summary generated through that option is quite simply the sales tax summary report you can find through the Reports tab. Simply scroll to the Sales Tax section of the Reports page and run the summary or detail report for the sales tax code or codes you'd like. You can use the date fields to filter for a filing period to narrow down the information you're seeing on the report. It's also possible to export or print the report as needed right from the same page. Look for the print and export icons on the report itself. Check out this article for step-by-step instructions: Run reports in QuickBooks Online

 

The option for View Prior Sales Tax Returns mentioned earlier in this thread relates to QuickBooks Desktop. This option generates the Tax Agency Detail report, which you can save to your computer. Using the Reports tab in QuickBooks Online and running the specific ones you need achieves the same thing.

 

As for sales tax exceptions, those are removed when you undo a sales tax filing. Before undoing a sales tax filing, it's always recommended to make note of these exceptions manually so you can make adjustments as necessary when refiling. Since you said you undid the sales tax filing, it sounds like you may be an accountant user as that user type has access to undo a filing. If you're not an accountant, however, I recommend touching base with one if you're unsure how to move forward. You can use the My Accountant tab in QuickBooks Online to invite an accountant you're already working with as a user to your account or use the Find a pro to help button there to find a QuickBooks-certified accountant near you.

 

I hope that helps clear this up. I'll be around if you have further questions. :)