cancel
Showing results for 
Search instead for 
Did you mean: 
layseetay0122
Level 1

Can i record sales tax payment more than 12 months ago?

 
Solved
Best answer March 09, 2020

Best Answers
katherinejoyceO
QuickBooks Team

Can i record sales tax payment more than 12 months ago?

Thanks for visiting the Community, @layseetay0122. Currently, recording sales tax payment on the Sales Tax page will only allow you to a year of sales tax transactions. 

 

As a workaround, you can record your sales tax manually by creating an expense transaction. Here's how.

 

  1. Click the + New button, then select Expense in the Vendors column.
  2. In the Category drop-down list, select an expense account stating your tax agency name. Click the Add new button to add your Tax agency name.
  3.  Enter the Sales Tax payment amount, then click Save and close.

 

Check out this article for more details: Enter, edit, or delete expenses in QuickBooks Online.

 

I also encourage you to seek help from your accountant. They can offer you some advice on correct accounts to use on recording sales tax from previous years.

 

Learn more about sales tax by reading through this article: Sales Tax Basic.

 

If you have other concerns, feel free to comment below. I'm always here to help. 

View solution in original post

3 Comments 3
katherinejoyceO
QuickBooks Team

Can i record sales tax payment more than 12 months ago?

Thanks for visiting the Community, @layseetay0122. Currently, recording sales tax payment on the Sales Tax page will only allow you to a year of sales tax transactions. 

 

As a workaround, you can record your sales tax manually by creating an expense transaction. Here's how.

 

  1. Click the + New button, then select Expense in the Vendors column.
  2. In the Category drop-down list, select an expense account stating your tax agency name. Click the Add new button to add your Tax agency name.
  3.  Enter the Sales Tax payment amount, then click Save and close.

 

Check out this article for more details: Enter, edit, or delete expenses in QuickBooks Online.

 

I also encourage you to seek help from your accountant. They can offer you some advice on correct accounts to use on recording sales tax from previous years.

 

Learn more about sales tax by reading through this article: Sales Tax Basic.

 

If you have other concerns, feel free to comment below. I'm always here to help. 

KathleenRM
Level 1

Can i record sales tax payment more than 12 months ago?

Hello,

I'm really struggling with this 'workaround' and how exactly to enter Sales & Use Tax I paid back to 2016 (QB only goes back to March 2020).

 

  1. Click the + New button, then select Expense in the Vendors column.
  2. In the Category drop-down list, select an expense account stating your tax agency name. Click the Add new button to add your Tax agency name. AM I CREATING A NEW VENDOR AND RECORDING THIS AS AN EXPENSE or DO I USE "COMPTROLLER PAYABLE - OTHER LIABILITIES"???
  3.  Enter the Sales Tax payment amount, then click Save and close.
Catherine_B
QuickBooks Team

Can i record sales tax payment more than 12 months ago?

Hello there, KathleenRM.

 

You may not need to enter a payee or vendor's name when creating an expense. You'll just have to enter the expense account you use in tracking your sales tax liabilities in the Category details section. Enter the amount and then Save and close.

 

 

You can also follow the steps stated in this reference on how to manually enter the sales tax amount

 

I'm just around the corner to help you with your questions. Take care!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up