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Manage sales tax payments in QuickBooks Online

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

The sales tax Centre has everything you need to handle sales tax in QuickBooks. You can run reports for your sales tax liabilities, record or edit sales tax payments, and see your sales tax owed for different time periods.

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

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

Manage sales tax payments

Record a sales tax payment

  1. Go to the Taxes menu.
  2. Locate the tax filing from the Filed section.
  3. Select Record payment.
  4. From the Bank Account dropdown, select the account you're making the payment from.
  5. Select the Payment Date.
  6. Select the outstanding tax payment and adjust amount as needed.
  7. Click Add interest/penalty if you need to add one to the filing.
  8. Click Record payment at the bottom.

Adjust a sales tax payment

If you need to make an adjustment, select and check the Make Adjustment box when you record a sales tax payment. Use this when you need to decrease or increase the amount of sales tax owed for things like credits, discounts, fines, interest, penalties, and corrections for rounding errors.

Enter the adjustment amount and reason for the adjustment. You can enter a positive or negative amount.

Then select an account to track the adjustment. Don't select the sales tax Payable account. Instead, use the following:

  • Credit or applying a discount: Select an income account, such as Other Income.
  • Fine, penalty, or interest due: Select an expense account.
  • Rounding error: Select an income account for negative errors, or an expense account for positive ones.
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 the Taxes menu.
  2. Look for and select to highlight the payment you want to delete.
  3. Select Delete Payment. 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.

Delete a sales tax payment

  1. Go to the Taxes menu.
  2. Look for and select to highlight the payment you want to delete.
  3. Select Delete Payment. Then select Yes to confirm.

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

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