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Manage tax payments in QuickBooks Online
by Intuit•12• Updated about 4 hours ago
Learn how to record, adjust and delete tax payments in the tax centre.
The tax centre has everything you need to handle tax in QuickBooks. You can run reports for your tax liabilities, record or edit tax payments, and see your payments for different time periods.
Here's how to manage tax payments and other tasks in the tax centre.
Note: | If you don't see the features mentioned below, you may be using the tax feature. Learn more about setting up and using tax. |
Review tax reports
Get a tax liability report
- Go to Reports (Take me there).
- Search and select Tax Liability Report in the search field.
Note: The name of this report may vary based on the location of your QuickBooks Online file.
The report shows each tax agency, the taxable amount of sales, and payments.
You can adjust the date range or customise to further refine the report.
See all of your tax payments
- Go to Taxes and select the Payments tab.
- The list of payments is displayed, select View.
Manage tax payments
Record a tax payment
- Go to Taxes and select the Payments tab.
- Select Record payment.
- Fill in the required fields (bank account you're making the payment from, payment date and amount).
- When you're ready, select Save. If you want to view the payment, find it in the list and select View.
Adjust a tax payment
You can make an adjustment while filing your taxes. In the Returns tab, select Prepare return. On the Prepare tax return page select Adjust. Use this when you need to decrease or increase the amount of 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: | Tax can get complicated. If you have questions, reach out to your accountant or tax agency. |
Delete a tax payment
- Go to Taxes and select the Payments tab.
- Select Delete from the Action column. Then select Yes to confirm.
Note: You may need to refresh the page in order for this to take effect.
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