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Frequent Explorer **

Change Sales Tax Filing Frequency

My business's sales tax filing frequency changed from quarterly to monthly. When I tried to update this in Sales Tax Center, it changed the filing frequency going back in time (up to July 2018 when we started using QBO). But because we had made payments quarterly, it now shows all the other months as "unpaid". What's the best way to change filing frequency when there's historical data? Create a new agency? :(

3 Comments
QuickBooks Team

Re: Change Sales Tax Filing Frequency

Thank you for letting me know of your concern, @dhbuxton1.

 

You can delete and recreate all payments made and apply them to the correct period. Let me provide more details and help you from there.

 

The sales tax filing frequency on your account depends on the frequency set by your agency. Thus, changing the frequency set by your agency will affect all your payments.

 

This said, you'll need to delete the payments for the affected months and recreate them. Upon recreating, you'll need to choose the correct months.

 

To delete the previous payments you've made, you can follow these steps:

  1. Click on Taxes from the left panel.
  2. Select Sales Tax.
  3. Click on History.
  4. Choose the payments one at a time.
  5. Click on the date of the payment.
  6. Click on Delete.

Once done, you can now recreate the payments.

 

You may read this article for more information: Use the Automated Sales Tax Center.

 

Please let me know if you have any other questions. I'll be here to provide assistance.

Frequent Explorer **

Re: Change Sales Tax Filing Frequency

But I actually paid quarterly until April when the agency changed our filing frequency. How am I supposed to recreate them as monthly payments?

QuickBooks Team

Re: Change Sales Tax Filing Frequency

Hi there, @dhbuxton1.

 

I want to ensure that you'll be able to record your sales tax payments correctly in QuickBooks. Let me get you pointed to the right support that can help fix this concern for you. 

 

In situations like this, I'd suggest reaching out to our Customer Care Team. They have the proper tools that can check your account securely while the Community is a public forum. They have the ability to do necessary adjustments for the prior payments that you made.

 

Also, here are some good articles that you can read through about managing sales tax in QuickBooks Online for your future reference:

Please let me know how it goes or if you have any other questions with sales tax or QuickBooks. I want to ensure everything is all set on your end. Wishing you well.