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bookkeeper116
Level 1

How to consolidate multiple tax agencies and tax codes? Client's previous accountant opened numerous CRA and RQ agency with dozen of sale tax codes. I've tied reclassify.

The client needs to calculate and pay their sales taxes but they have about 8 Tax Agencies and dozen o0f tax codes. We want to consolidate the Agencies and Codes to one account but even after reclassifying all the transactions to the new code, the tiles in the Sales Tax Center haven't updated. When we select a transaction it shows it's been reclassified to the correct tax code and agency but it won't consolidate to one tile in the tax center.

1 Comment 1
KimberlyS
QuickBooks Team

How to consolidate multiple tax agencies and tax codes? Client's previous accountant opened numerous CRA and RQ agency with dozen of sale tax codes. I've tied reclassify.

We appreciate the details you provided, bookkeeper116. Troubleshooting your browser helps us ensure the Tax center updates properly as you reclassify individual transactions. I'll guide you through the step-by-step process.

 

For QuickBooks Online Accountant to run faster, a certain amount of cache files are saved on your computer. This data gets outdated as time passes, affecting the software's ability to update the data from the Tax center after changes are made.

 

To get this resolve, you can click your browser below for guidance on clearing corrupted cache files:

 

 

If the issue persists, please consider accessing your account using a different browser to avoid problems specific to the one you're currently using.

 

When you're ready to submit a sales tax return and corresponding payments, you might find this resource helpful: File your sales tax return and record sales tax payments in QuickBooks Online.

 

With the information above, the reclassification of your entries should be reflected accordingly for accurate tax calculation and reporting. If you have additional questions or need clarification, notify us in the Community. We're always around to help in all possible ways.

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