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AWJK
Level 1

Tax payments were automatically added to the ledger of a recently closed bank account. How do I move the charges to the new account ledger?

 
4 Comments 4
JessT
Moderator

Tax payments were automatically added to the ledger of a recently closed bank account. How do I move the charges to the new account ledger?

Hello AWJK!

 

We're unable to move an existing sales tax payment to a new bank account, but we can delete and recreate it so we can choose the new account. I'll guide you through the steps.

  1. Go to Taxes on the left-hand side.
  2. Click View Return on the tax period you paid.
  3. In the Payment details section, click the payment date in blue text to open the transaction.
  4. Click Delete in the lower-right corner, and then choose Delete to confirm.

After deleting the payment, you can recreate it and choose the new bank account.

 

Feel free to reply if you need additional assistance to correct your tax-payment bank account.

AWJK
Level 1

Tax payments were automatically added to the ledger of a recently closed bank account. How do I move the charges to the new account ledger?

Thank you for the reply. I should have been more accurate with my problem. This is not a sales tax issue. It is payroll tax. I have three transactions that were automatically added to the old bank account ledger where it indicates that the IRS will automatically debit those amounts from my account. Since that account was closed the amounts were actually paid from the new bank account. How do I move these automatically generated entries to the new account?

GlinetteC
Moderator

Tax payments were automatically added to the ledger of a recently closed bank account. How do I move the charges to the new account ledger?

Thanks for your prompt response, AWJK.

 

I would suggest reaching out to our Payroll Support Team. They can pull up your specific account in a private setting and can provide you in details on how to move the tax payments to the new account.

 

Here's how:

 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Online.
  3. Click on Search for something else and enter your concerns in the Tell us more about your questions.
  4. Tap Search.
  5. Click on Start a message.

Please take note of our business hours to ensure we address your concerns.

 

You can always get back to this thread if you have any additional tax concerns. The Community is here to help.

AWJK
Level 1

Tax payments were automatically added to the ledger of a recently closed bank account. How do I move the charges to the new account ledger?

Thank you

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