Hi there, narda, and welcome to the Community.
Those overdue tax notifications can be annoying since you've already paid. I can show you how to get rid of this alert.
You can record the amount as a historical tax payment so the notification will be removed. Here's how:
1. Click on the Taxes tab in the left navigation menu.
2. Go to the Payroll Tax Center.
3. Select Enter prior tax history.
4. Click Add Payment.
5. Choose the Tax Type, Liability Period, Payment Date, Notes, and Amount.
6. Click on OK.
That will do it. The notice should be gone once the payment is recorded. Please feel free to reach back out if you have any other questions.
I have Desktop Pro 2020, and there is no left navigation menu. I'm unable to find "Enter prior tax history". I have two notifications for tax liabilities that have already been paid, but I forgot to do it through the "pay liabilities" tab, and now the notification keeps showing. Any help for my version?
Hey there, @MurraryClerk2020.
Thanks for following the thread. I'm happy to help you get your notifications taken care of in the Desktop Pro version.
Our steps for Desktop are defiantly different from QuickBooks Online, but the purpose remains the same. You'll need to enter historical tax payments to remove the notification. I've included the steps below to do this.
1. From the Help menu, choose About QuickBooks.
2. Once you see the green bubble, from your keyboard press and hold Ctrl + Alt + Y to open the Setup YTD Amounts window.
3. Hit Next until you get to the Enter prior payments section.
4. Click on Create Payment to enter the prior liability payment.
5. Pick the Payment Date and For Period Ending date.
6. From the Taxes and Liabilities section, choose the payroll tax item you've already paid.
7. Select the Accounts Affected button to choose how you want the payment to affect your Chart of Accounts.
8. Once you've finished recording your payment, hit Done to save.
That's all there is to it. Check out Enter historical tax payments in Desktop payroll for additional details.
Let me know if you have further questions or concerns. I'll be here every step of the way. You can reach out to the Community any time. Take care and enjoy your day!
So I also have overdue tax payment notifications that stemmed from my data transfer from QBO to QB Desktop at the beginning of the 4th quarter. Can I also use this same process to make them go away without effecting any accounts? I've been looking at them for a year now and am really over it.
Jumping in the thread to quickly answer your payroll question, Whoadeb.
Yes, you can definitely follow the same steps to remove the overdue tax liability reminders. Just make sure to select the Do not affect accounts radio button so the adjustments are not posted in your bank register.
You'll also want to run a Payroll Liability Balances report to have a quick review of the outstanding liabilities that you have in your company file. Here's an article as a guide: Run Payroll Liability Balances Report.
Feel free to check out these additional articles about paying taxes for additional reference:
Please don't hesitate to add another reply below if you still need help when clearing out the overdue taxes.
It will only affect the period that you selected when recording the prior payment, Whoadeb.
It will not affect the outstanding liabilities for the last quarter of the year.
You can actually run a Payroll Liability Balances report. Then, select Quarter in the Show columns section to have a better view of the liabilities per quarter. Here's how:
Let me also give you these articles to share more reference and guidance:
I'll be around if you need more help with your payroll liabilities.
I recently took a new job and the previous bookkeeper did not use the Pay Taxes and other Liabilities feature so the company has a bunch showing as Overdue dating back to August of 2019. These were all paid and the books have been closed for 2019. How do I clear these out? I especially want to clear this years out before year end but would also like to clean up the books so that it is fresh for 2021. I tried doing the go to About QuickBooks doing control+alt+Y and enter prior payments and while it did clear one of the old liabilities off, it gave me an error message so I am afraid to do it again.
I am using Desktop Quickbooks Enterprise Solutions 20 and all updates are current.
Thank you for your help,
To avoid getting an error while clearing old liabilities in QuickBooks Desktop, you can make an adjustment to fix them. Let's delete the YTD first before performing the adjustments.
Here's how to delete a YTD entry:
Once deleted, you can follow the steps below to complete the process of adjusting the payroll liabilities.
Step 1: Find payroll discrepancies. This gets the info you need to make the adjustment:
For other steps, you can read through this article (proceed to Step 2): Adjust payroll liabilities in QuickBooks Desktop. On the same write-up, you’ll also find a link that with detailed steps on how to handle incorrect amounts for payroll liabilities.
Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're back to running your normal business processing. All the best!