I need to delete an HST installment, but cannot.

Hi sean40,

Thank you for reaching out here.  QuickBooks Online is a superb accounting software with the features you need to reach your daily bookkeeping goals.  Ensuring that you're on the right track  with your sales tax filings and payments is key.  I'll be happy to provide more information so you can get back to what you love!

I suggest locating the installment transactions on your Balance sheet.  You can click on the items to open the transaction and select the option to delete it at the bottom of the page.  It's always best to confirm with your accountant to ensure it doesn't affect other areas of your books, prior to deleting the installments.  If you don't have an accountant we can help you locate a ProAdvisor in your area.

Please don't hesitate to reach back out with other questions.  We'd be glad to assist!

thanks for the response.

It won't allow me to delete.

When I open it on the balance sheet and select "delete", I am greeted with the red message: "This sales tax filing transaction was created by the system and can't be edited"

Hi sean40.

Allow me to clarify this a bit more for you. In order to delete the HST installment you'll need to either have the QuickBooks Online Accountant edition, have an accountant do it for you or call in to our support team so they can get it deleted.

You can reach out to an accountant using the link my colleague provided earlier. In order to contact our support team you can use one of the following methods:

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Have a great one!

So after talking to support, there seems to be no way for me or them to delete a tax installment without deleting the entire filing, which is not going to work for me.  these filings happened already, are on the books with the CRA, and if I were to delete them and re-enter, my amounts owing would differ from what was filed with CRA (because there were some after-the-fact add/delete/edits of invoices in the past period).

The solution that I came up with seems to be to create a "bank" clearing account to use for this purpose, and "refund" the installments to this account so that I can redistribute them to the correct periods.

There is no mechanism in QBO to shuffle balances between tax periods, so unfortunately, there is no good way to mirror how pre-payments for taxes are eventually allocated to the different tax periods on the CRA's ledger.

Time for a feature request :)

Thanks for sharing your insights about the sales tax feature in QuickBooks, Sean.

We recognize the need to be able to have additional sales tax preferences for our program. This way, you're able to make modifications to your installments.

While this feature you're looking for is still unavailable at the moment, I want you to know that you can share your suggestion within the program through sending a product feedback. Follow the steps below in a web browser:

1. Click the Gear icon and choose Feedback.
2. Enter your suggestion for our engineers on the Feedback box.
3. Once done, press Next to send it.

Any changes in the program is released based on certain several factors. We're unable to provide the turnaround time on when new features are released in QuickBooks, since this is handled by the Developers Team. To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

• QuickBooks New Features and Innovations
• What's New in QBO?

If you have any questions or need further help with QuickBooks sales tax processing, feel free to visit us anytime. You can also mention my name on your posts and I'll be more than happy to help. Have a nice day!