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Use the Automated Sales Tax Center

Learn how to navigate the Automated Sales Tax Center.

If you’ve just turned on Automated Sales Tax, you’re one step closer to smarter tax management tools. To help you get started, we’ll walk you through what you can do in the new tax center.

Sales tax center's key features

The Automated Sales Tax (AST) center now displays your tax liability in either Accrual or Cash basis accounting. The taxes are displayed based on the accounting method you have chosen in your company settings.

Taxes are separated into three sections:

  • Due This Month: All taxes that require more immediate action.
  • Upcoming: Tax amounts being accrued for the following period.
  • Past Due: Taxes in which the due date has passed and no tax payment has been recorded within the QuickBooks account.

Note: You can view monthly return dues by using the Filter. Select the start and end of the month to see the transactions.

Each tax listed has a Start Return button next to it. Selecting this button takes you to a Return summary for this particular tax.

This summary gives you the information you'll need to file a tax form directly with the tax agency. This includes total sales, taxable sales, non-taxable sales, and tax amounts due.

The Return summary also lets you add a tax adjustment (if needed):

  1. From the drop-down, choose the reason for the adjustment.
  2. Select the account to apply the adjustment from a drop-down menu that will change based on the reason selected.
  3. Add the amount of the adjustment.
  4. Select Record payment.Note: This allows you to enter the payment amount, date and account for the payment to be applied to this particular return.
  5. Review the final summary, then close the window. This will remove the return screen and add it to the History tab.
Note:  This action only records the payment in QuickBooks and updates your liability account. But it doesn't make a payment or transfer any money anywhere. You'll need to make the payment directly to the tax agency.

Need to record tax adjustment in old tax center? Get help here.

On the top right of the tax page, you can find the History link. Select it to review any returns previously marked as paid or filed using the Automated Sales Tax.

Note: To see tax payments made before migrating to this system,  view your Transactions List Report and filter by Sales Tax Payments to see all payments made for a given time period.

Delete prior returns and payments

  1. Select View Return next to the period in which you need to delete the payment.
  2. Choose the payment date for the payment you wish to delete
  3. Select Delete.
  4. Choose Delete again on the confirmation screen.Note: Your tax return for the payment will no longer appear on the History tab, but will instead be moved back to the Sales Taxes Due.

Manual sales tax feature

If you're using the old sales tax center feature, here's how to edit a sales tax payment.

On the top right of the sales tax screen, you'll see Sales Tax Settings link. This lets you view and edit any tax agencies you have set up within your QuickBooks account and also lets you add new agencies.

Select the Edit button to update tax agencies.

On the top right of the sales tax screen, you'll see Reports link. This lets you view the Sales Tax Liability Report and the Taxable Customers Reports.

You still find all other reports by selecting the Reports tab from the left menu.

  • If you’re the Master Administrator and Automated Sales Tax is turned on, you’ll receive an email reminding you of the upcoming taxes.
  • Reminders are sent out based on the filing frequency (monthly, quarterly, annual) for the associated sales tax.
  • The first reminder is emailed out on the first of the month in which a tax is due.
  • You’ll get another reminder on the fifth of the month, if you haven’t recorded the payment yet or filed your return.

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