Sales Tax Adjustments

Thanks for reaching out to the Community, missmissySEI.

To properly identify if entering a certain type of transaction to represent your payment will clear up an owed balance and report a specific sales tax amount as paid for a particular month, I'd recommend working with an accounting professional.

If you're in need of one, there's an awesome tool on our website called FInd a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

Here's how it works:
 

1. Go to our Find a ProAdvisor page.
2. Use the City or ZIP search field to specify a location.
3. Hit Find a ProAdvisor.
4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.
   
   

Once you've found an accountant, they can be contacted through their Send a message form:
 

1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
2. Enter your appropriate info in the Your name, Your email, and Your phone number (optional) fields.
3. Select Send message.

I've also included a detailed resource about working with sales tax adjustments which may come in handy moving forward: Process sales tax adjustments

If there's any additional questions, I'm just a post away. Have a lovely Friday!

I already have an accountant and I have discussed this with her. She agrees the adjustments need made because I know what I owe and what is just left over from years of neglect. My only question is how to clear each individual city tax without it showing up as paid. Which I'm thinking it will zero out anyway when I pay it next week. 

Thanks for getting back to us, missmissySEI.

There is a way to clear each city tax without it being reflected as paid on your accounts. You can choose to delete your Sales Tax payments and bring your balance to zero. Then, when you make the payment next week, you can simply mark the transaction as paid.

Here are the steps to delete the payments:

1. Go to Vendors, then select Vendor Center. 
2. Locate the vendor that collects your sales taxes.
3. Under the Transactions tab, find and open the Sales Tax Payment transaction.
4. Click Delete.
5. On the confirmation window, click OK. 

You could also go to your Chart of Accounts and open the bank register where you paid the taxes and delete them from there. Here's how:

1. Go to Lists, then select Chart of Accounts.
2. Find and open the bank register (where you paid the sales taxes). 
3. Locate and open the TAXPMT Type. 
4. Click Delete.
5. On the confirmation window, click OK. 

Here's an additional article about handling Sales Taxes in QuickBooks Desktop: Set up sales tax in QuickBooks Desktop.  

For future reference, check out this article which covers details, possible reason, quick tips, and recommended solution on fixing sales tax issues: How to resolve common sales tax issue. 

This thread is always open for more sales tax and QuickBooks-related queries. The Community is available 24/7 to assist you. Stay safe.

@FaithA   Thank you so much!

On behalf of my colleague above, you're welcome, @missmissySEI.

Please don't hesitate to reach out anytime you need a helping hand. We are always happy to provide the best steps for your solution. Take care!