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willvalwoodfloor
Level 1

Unable to efile taxes???

Federal & State
1 Comment 1
Nick_M
QuickBooks Team

Unable to efile taxes???

Hey there, willvalwoodfloor. 

 

I'm happy to provide you with a step-by-step breakdown of the process you need to complete to e-file your taxes. Follow along below:

 

Step 1: Review what you owe:

 

If you haven’t already, make sure everything is accurate before you file.

  1. Go to Taxes, then Sales Tax. Check which return is due this month, then select View return.

    Note: If you need to file an older return, select the From ▼ dropdown and choose a past month. Then, select Refresh.

  2. Review your sales tax. Make sure everything is correct. If you need to add an adjustment for things like credits, discounts, or corrections, select + Add an adjustment.
  3. Take note of your gross sales, taxable sales, tax due, and adjustment amount (if you added one). You’ll need these numbers later when you fill out your sales tax return form.

Note: If you need a detailed look at what you owe, run your sales tax liability report for the same tax period. This is helpful if you want to review your taxable and non-taxable invoices, receipts, and other transactions.

 

Step 2: File your return to the right tax agency:

 

After you review your sales tax, you can e-file your return on your tax agency’s website, or file by mail.

Most states encourage businesses to e-file. But if you can’t file online, you can check your tax agency’s website for more info on how to mail your return.

  1. Go to your tax agency’s website to file your return online. If you haven’t yet, you might have to sign up to your state’s e-filing service.
  2. Fill out your sales tax return form. Refer to the gross sales, taxable sales, and tax due amounts you took note of in Step 1.
  3. Finish filing your tax return.

Can I still e-file right in QuickBooks?

Starting April 21, 2020, QuickBooks Online no longer supports e-filing sales tax payments. But don’t worry. It’s just as easy to e-file right on your tax agency’s website. Moving forward, you can manually enter your tax payment in QuickBooks right after you file to keep your sales tax info accurate.

 

Step 3: Record your tax payment in QuickBooks:

 

Once you're done filing, it's time to keep your sales tax info in QuickBooks up to date. Here's how to manually record your tax payment to zero out your sales tax payable.

  1. Go to Taxes, then Sales Tax.
  2. Find the return you just filed, then select View return.

    Note: If you paid an older return, select the From ▼ dropdown and choose a past month. Then, select Refresh.

  3. To record your tax payment, Select a filing method. Then select File manually.
  4. Add these payment details:
    • Tax amount
    • Payment date
    • Bank account
  5. Select Record payment.
  6. Your return is now marked as paid. Select Back to sales tax center.

Step 4: Check your filing status:

 

If you filed online, go to your tax agency’s website to check your return’s filing status. If you filed by mail, you can also call your tax agency directly to get an update on your return.

 

If you've completed these steps and are still running into issues, i recommend reaching out to our support team, they have the tools to dive into your account and share a screen with you so you both can see whats going on. To reach them, you can check out this link

 

if you have any other questions, feel free to post here anytime. Thank you and have a nice evening. 

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