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QBO won't allow me to "unfile" my last GST return, it says there is a payment attached, there isn't. It was a refund. The refund hasn't been recorded. Any suggestions?

 
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Community Champion

QBO won't allow me to "unfile" my last GST return, it says there is a payment attached, there isn't. It was a refund. The refund hasn't been recorded. Any suggestions?

Hello asknrlk,

 

I’m sorry you are facing an issue with your GST return, but I’m glad you reached out to the community so we can help!

 

In order to unfile a sales tax return inside your QuickBooks Online Company File, you will want to reach out to your Pro Advisor such as myself, and they will be able to unfile your tax filing for you.

 

If you are currently not partnered with a ProAdvisor, we can reach out to QuickBooks Online Customer Support and they will be able to unfile your tax filing for you.

 

Before you unfile this filling we will want to do the following:

  1. Delete the payment linked to this filing by selecting the highlighted drop-down arrow and select “View Payment”, then deleting the payment from your payments list. (The same method to remove a refund as well)

Step 1 Unfile.png

     

2.Export your exception reports by selecting the reports tab, and entering Exception in the search bar. Ensure your report is set to “All Dates” and save the downloaded file in a special folder of your choice.

Step 2 Unfile.png

 

PLEASE NOTE: If you have filings after the filing in question that needs to be deleted, those will need to be unfiled as well to reach the desired filing that needs correcting.

 

For example, if we have monthly filings and we need to unfile Jan. 2020 filing, we will need to unfile Sept. 2020 all the way up to our Jan. 2020 filing and then re-enter those filings.

 

To get in touch with QuickBooks Online Customer Support to unfile your filing, please reference their new call back feature that can be found right inside our QuickBooks Online:

 

https://quickbooks.intuit.com/learn-support/en-ca/intuit-account-settings/using-the-call-back-featur....

 

When you are ready to partner with a ProAdvisor you can find plenty of awesome ProAdvisors with the link down below:

 

https://quickbooks.intuit.com/ca/find-an-accountant/

 

I hope this helps! Have a great rest of the day.

 

Kindest Regards,

Lourdes Fernandez

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QuickBooks Team

QBO won't allow me to "unfile" my last GST return, it says there is a payment attached, there isn't. It was a refund. The refund hasn't been recorded. Any suggestions?

Hi there asknrlk,

 

It's great that you're taking advantage of QuickBooks Online Accountant's exclusive un-file feature. This allows accountants and bookkeepers alike to un-file a sales tax return once it's been filed. Let me go over some options that should allow you to proceed with un-filing.

 

An important thing to note is that you're only able to un-file the most recent filing. If you're attempting to un-file a historic filing, QuickBooks will require you to un-file all filings in reverse date order first. You may also be receiving an error if you've already closed the books for the period you want to un-file. If this is the case, you can temporarily re-open the books so that you can un-file. Here's how to Edit your closed books.

 

The audit log may also prove to be a helpful resource in this situation. Your activities, who made changes, what changes were made, and when they made them are all found in the audit log. I suggest using the audit log to ensure that there wasn't a payment or refund recorded against the period. Here's how you can Use the audit log in QuickBooks Online.

 

Browser troubleshooting is another important step that you can take to eliminate the possibility of stored images and files causing this issue for you. Please try the steps below: 

 

 

As @Lourdes-Fernandez suggested, if you're not a ProAdvisor you won't have the ability to un-file on your own. Use the steps suggested in the reply above to get in touch with a ProAdvisor who can assist you with this, or to get in touch with our support team who is also capable of doing this for you.

 

I know you'll have this sorted out in no time! Let me know if you have additional questions.