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Intuit

Using the Sales Tax Center (STC)

A number of changes were recently made in QuickBooks regarding sales tax, including:

  • allowing QBOA users to un-file sales tax returns
  • enabling journal entries created in QBO to be reflected in the STC
  • adding customer tax codes
  • allowing users to disable/hide tax codes they no longer use

To delivery these change effectively, the STC has undergone a further physical redesign to improve usability and help accommodate common yet complex workflows that were previously difficult to manage.

Previous Experience

L35QtSPj3_1.JPG

New Experience

The improved STC dashboard allows QBOA users to un-file sales tax returns and includes customer tax codes and permits users to disable/hide tax codes they no longer use:

 L35QtSPj3_2.JPG

Additional Benefits

  • enabling journal entries created in QBO to be reflected in the STC
  • different agencies now appear as cards at the top of the screen, allowing users to scroll between them easily (see #1)
  • the “taxes owing” formula at the top is now collapsible within the cards and easier to understand, no longer presented upside-down (see #1)
  • unnecessary information eliminated (many less columns on the individual lines)
  • clear indicators of filing status: prepared, filed, and refunded (see #2)
  • visual indicator if a return is partially paid or partially refunded
  • transactions list tab shows all entries affecting sales tax accounts, including a running total of amounts owing

 

Filtering

STC users can apply the filter option to display data by type, date range, and more:

L35QtSPj3_3.JPG

The following screenshot illustrates a filtered list:

L35QtSPj3_4.JPG

Previous Experience

L35QtSPj3_5.JPG

New Experience

The Payments interface substantially improve the flexibility of the payments system in the STC, allows users to report complicated scenarios, and ensures that the STC at all times reflects the CRA’s treatment of sales tax payments:

SBG_L35QtSPj3_A.JPG

Additional Benefits

  • apply one payment to multiple filings
  • partially pay filings, even when grouped with other filings
  • go back into the UI after the payment is recorded, and adjust how the amounts are applied to the different filings
  • clear visibility of amounts due/owing to different filings
  • clearly differentiate between refunds and payments
  • flexibility with how refunds are applied - they can be refunded in cash, or applied to other payments as credits

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