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Manage sales tax payments in QuickBooks Online
by Intuit•41• Updated about 2 hours ago
Learn how to record, adjust and delete sales tax payments in the tax centre.
The tax centre has everything you need to handle tax in QuickBooks. You can run reports for your sales tax liabilities, record or edit sales tax payments, and see your payments for different time periods.
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
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. |
Review sales tax reports
Get a sales tax liability report
- Go to Taxes and select Sales tax (Take me there).
- Select Reports.
- Select Taxable sales summary.
The report shows each sales tax agency, the taxable amount of sales, and payments.
You can adjust the date range or customize to further refine the report.
See all of your sales tax payments
- Go to Taxes and select Sales tax (Take me there).
- To view the list of payments, go to the Payments tab and select View.
Manage sales tax payments
Record a sales tax payment
- Go to Taxes and select Sales tax (Take me there).
- Go to Filings tab, locate the tax filing from the Filed section.
- Select Record payment option from the View summary dropdown.
- From the Payment From dropdown, select the account you're making the payment from.
- Select the Payment Date.
- Select the outstanding tax payment and adjust amount as needed.
- Select Add interest/penalty if you need to add one to the filing.
- Select Record payment at the bottom.
Adjust a sales tax payment
You can make an adjustment while filing your taxes. In the Fillings tab, select Prepare return. On the Prepare sales tax return page select Adjust. 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.
Enter the adjustment amount. You can enter a positive or negative amount.
Note: | Sales tax can get complicated. If you have questions, reach out to your accountant or tax agency. |
Delete a sales tax payment
- Go to Taxes and select Sales tax (Take me there).
- Select the Payments tab.
- 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.
Learn more about how cash and accrual accounting affect sales tax.
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