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tanfab1
Level 1

I need to adjust a sale tax return. GST Return was filed with CRA, then an adjustment accepted by CRA and no payment was required, need to reflect in QBO. Steps?

Original tax return was "Filed" in QBO, but no option to unfile or adjust, just Record Payment.
2 Comments 2
Mark_R
Moderator

I need to adjust a sale tax return. GST Return was filed with CRA, then an adjustment accepted by CRA and no payment was required, need to reflect in QBO. Steps?

Hello there, @tanfab1.

 

You can invite an accountant or contact our support team to unfile a sales tax return. And I'd be glad to redirect you to them so you can adjust your sales tax return successfully.

 

You can add your accountant to your QuickBooks Online account so he/she can help you undo the tax filing. Your accountant also has specific tools to help manage your books.

 

To add an accountant, here's how:

 

  1. Click the Gear icon.
  2. Select Manage Users.
  3. Go to the Accounting firms tab.
  4. Click Invite.
  5. Complete the required fields and click Send.

I've got you an article for your reference: Invite or Remove an Accountant.

 

The other option is to contact our Technical Support Team so they can help you undo the tax filing for a period. That way, you can make the proper adjustment and then file your taxes.

 

To reach them, click Help (question mark icon) at the top right, then hit Contact us

 

You might want to read these articles to learn more about sales tax return:

 

You can also visit QuickBooks Community in case you need some tips and related articles in the future. 

 

Please let me know if you have other QuickBooks concerns. I'll be around if you need any help.

dt_mlato
Level 1

I need to adjust a sale tax return. GST Return was filed with CRA, then an adjustment accepted by CRA and no payment was required, need to reflect in QBO. Steps?

Why is this feature locked to accountants?

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