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AllHaul
Level 2

How do I find changes that were made to a previous tax year?

Our accountant has brought to our attention the fact that the 2018 tax year has had changes made to it during the 2019 tax year even though that year was filed.  How do I go back and find all the changes that were made.  I do not have the "Closing Date Exception" report as I'm using desktop pro.  The company has not reconciled any accounts since 2013 so I cannot use the rec reports.

3 Comments 3
MaryLurleenM
Moderator

How do I find changes that were made to a previous tax year?

You can run the Audit Trail report, AllHaul.

 

The Audit Trail report shows all the transactions done by other users.

  1. Go to the Reports menu, then select Banking, then Previous Reconciliation.
  2. Select the appropriate account being reconciled.
  3. Select the most recent statement date. Choose Transactions cleared at the time of reconciliation. (Report is displayed as a PDF file) then Display.
  4. Note the statement and the reconciliation creation date.
  5. Go to the Reports menu, then select Accountant & Taxes, then Audit Trail.
  6. Set the Account filter to the account being reconciled.
    1. Select Customize Report.
    2. Go to the Filters tab, then choose Account from the filters.
    3. From the Account drop-down, select the appropriate account.
  7. Go to the Display tab. Set the Date filter with the From field blank and the To date set to the statement date.
  8. Select OK.
  9. Set the Entered/Modified filter with the From date set to the previous reconciliation creation date from the PDF, and the To field as today's date.

Let me know if there's anything else.

AllHaul
Level 2

How do I find changes that were made to a previous tax year?

Thank-you for your reply.  The company hasn't done any reconciliations since 2013.  I'm new to the company and am trying to get it cleaned up enough to move to the online version but don't think the recs will be done for previous years.  Is there another option to find these transactions?

DivinaMercy_N
Moderator

How do I find changes that were made to a previous tax year?

Hi there, @AllHaul


In QuickBooks Desktop (QBDT) filed forms will be saved on your Archived Forms. You can generate a Tax form dates 2018 so you can compare the 2018 Archived form with the newly generated 2018 Tax forms.

 

Here's how to view the previous tax form: 

 

Intuit Full Service Payroll

  1. Select the Taxes Records tab.
  2. Choose between Quarterly Forms or Annual Forms.
  3. Select View Archived Forms.
  4. Pick the form you'd like to view, print, or download.

 

For more details, you may check out this link: Access tax forms

 

Then, you may review your accounts to ensure they match your real-life credit card statements: Learn the reconcile workflow in QuickBooks

 

Feel free to post a reply below if you have any other questions. I'm always around to help. Stay safe and take care always.

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