Record tax payments made outside of QuickBooks Online Payroll

If you have paid taxes outside of QuickBooks Online Payroll or need to record payments for prior tax periods, you must manually enter these transactions to update your payroll product.

Recording these payments clears the tax due status and ensures your payroll tax history remains accurate.

Record a tax payment

Use this option if you need to resolve a tax amount showing as due in your payroll product.

1. Go to All apps, select Payroll, then Payroll taxes (Take me there).
2. Select the Payments tab.
3. Review the payments listed to locate the specific tax.
4. Select the ▼ dropdown next to the payment, choose Mark as paid, and then select Yes, mark paid.

Note: If the tax payment is not listed in the Payments tab, proceed to the next section to add a prior tax payment.

Add a prior tax payment

Use this option if the tax payment is not listed in the Payments tab or if you are recording historical data.

1. Go to All apps , then Payroll, then Payroll taxes (Take me there).
2. Select the Payments tab.
3. Select Record tax payments (prior tax history).
4. Select Add Payment.
5. Select a Tax Type, then enter the following:
   • Period Start Date and Period End Date (the accrual period for the taxes)
   • Payment Date
   • Check Number (optional)
   • Memo (optional)
   • Payment Amount
6. Select Submit payment.

Edit a prior tax payment

1. Go to All apps , then Payroll, then Payroll taxes (Take me there).
2. Select the Payments tab.
3. Select Record tax payments (prior tax history).
4. Change the Date Range to locate the specific tax payment.
5. Select Details next to the payment you want to change, then select Edit payment.
6. Modify the tax payment and select Update payment.