Can I edit a payroll tax overpayment that was marked incorrectly in Quickbooks as being applied to next period but was actually requested to be refunded?

w-reid-green · ‎February 14, 2019

The item was marked incorrectly under the resolve tax overpayments feature in QBO so it is applying to the next period instead of being a refund.

Rose-A · ‎February 14, 2019

Good to see you here in the Community, w-reid-green.

Let me help you edit your payroll tax overpayment and get you refunded.

To answer your question, yes you can edit your payroll tax overpayment in QuickBooks Online. You need to delete the tax payment you made so you will have the Pay Taxes option again.

Here's how:

Click Taxes in the left panel.
Go to Payroll Tax.
Click View Tax Payments you have made and delete it.

You may find this article helpful: https://community.intuit.com/articles/1431866-resolve-tax-overpayments-or-underpayments.

As always, you can contact our customer care agents if you'd like someone to be with you as you go through these steps. They can pull up your account in a secure environment and assist you further.

To reach us, please follow these steps:

Sign in to your QuickBooks Online company.
Click (?) Help at the upper right corner.
At the bottom, click on Contact us.
Type in your concern then hit Continue.

Let me know if you need further help with editing your tax payments, I'll be here to help you out.

maxyness · ‎July 26, 2019

I also need to undo a resolved overpayment of Federal taxes. However, there is no option to Delete after following your instructions. Please advise.

Anonymous · ‎July 26, 2019

Thanks for joining the conversation, @maxyness,

I'm here to help you delete your tax overpayments in QuickBooks Online. To remove previous tax payments and adjustments, perform the steps below:

Go to the Taxes menu.
Tap the Payroll Tax tab.
Select the View tax payments you have made link.
Click on the tax payment link.
Choose Delete from the drop-down.
Hit Yes to complete the action.

If you don't have the option to delete any payments, I highly recommend contacting our Phone Support Team. They have the tools to verify your taxes and help you with your tax corrections. Here's how to contact us:

Click the (?) Help menu at the top right section of your QBO Dashboard.
Tap the Contact us button.

Please keep me updated on how the call goes as I want to make sure you're able to complete your work. I'm always here to assist you in any way I can.

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Can I edit a payroll tax overpayment that was marked incorrectly in Quickbooks as being applied to next period but was actually requested to be refunded?