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idahoctp-gmail-c
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If i entered the wrong month for a monthly tax return report, how can I correct or edit?

 
2 Comments 2
Rasa-LilaM
QuickBooks Team

If i entered the wrong month for a monthly tax return report, how can I correct or edit?

It’s nice to see you in the Community, idahoctp-gmail-c.


If you have created a payment for the sales tax, let’s delete it to keep your records correct. Then, choose the right month for the tax return.


Here’s how:

 

  1. Go to Taxes on the left panel to select Sales Tax.
  2. On the Sales Tax page, click the View return button to see the complete details.
  3. Navigate to the Payment details section and tap the date link.delete tax payment.png
  4. Scroll down to choose the Delete button and click Delete to confirm.delete tax payment.1.png

To run the tax return:

 

  1. On the Sales Tax page, click the From and To drop-down to choose the right month.
  2. Hit the Refresh button to view the changes.
  3. Tap the View return menu to continue.
  4. Press the Record payment button to pay it.
  5. Follow the on-screen instructions to complete the process.

However, if this is for a payroll tax return, QBO will automatically generate the form based on the frequency period. Since the incorrect one was selected, let’s go back to the Payroll Tax Center and pick the right tax return.

 

  1. Pick the Taxes menu on the left panel and choose Payroll Tax.
  2. On the Payroll Tax Center, go to the Forms section and click the Monthly Forms link.pr form.png
  3. From the list, click the link for the tax form to view more details.pr form1.png
  4. In the Select the period drop-down, choose the correct month and then pick View or Archive.pr form2.png

For a payroll tax payment, you’ll have to delete it and enter the right one. Check out these guides for the step by step process.

 

You can also bookmark this article for future reference. It includes a video for visual reference and steps on how to: File your sales tax return and record tax payments in QuickBooks Online.


Don’t hesitate to get back on this thread if you have additional questions or concerns. I’m more than happy to lend a helping hand. Have a great rest of the week.

Rasa-LilaM
QuickBooks Team

If i entered the wrong month for a monthly tax return report, how can I correct or edit?

Hello again, idahoctp-gmail-c.


I’m back to check if you have successfully corrected or edited the monthly tax return? Let me know if the solution I shared helped keep your tax form in order. I’m here to make sure this is taken care of for you.

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