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Level 1

Correcting sales tax errors that it says I can't edit...

I have 3 sales tax payments I am trying to correct in quickbooks online to get ready for meeting with my accountant later this week to get my taxes done. One one of them, we forgot to put in the discount for paying our sale tax early. The other two I need to fix the dates on... they don't show the correct date for when it was paid.. one of them is a full year off. (sigh)  One one of the ones with the wrong date, we put the discount in wrong ($4.00 instead of $.04) also, but I think I got that fixed by putting in the right discount as a second adjustment and then canceling out the wrong one with a third adjustment.

 

Is there some way I can correct these date and discount issues? When I try editing it, it tells me I can't because it was system created.

3 Comments
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QuickBooks Team

Correcting sales tax errors that it says I can't edit...

Hello, @PriepkeGraphics

 

Thanks for reaching out to the Community. 

 

Each business has a unique set up, so I recommend speaking with your accountant to make sure this would work for you. 

 

In QuickBooks Online, you can adjust a sales tax payment on your account. If you need an adjustment, select and check the Make Adjustment box. You can use this when you need to decrease or increase the amount of Sales Tax owed for things like discounts, credits, penalties, and more. 

 

Enter the reason for the adjustment and the amount. Then click on an account to track the adjustment. 

 

For more information about managing sales tax payments in QB Online, refer back to this article: Manage sales tax payments in QuickBooks Online.

 

Please let me know if the info above does the trick. If you have any more questions, I'm only a few clicks away. Have a good one!

 

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Level 1

Correcting sales tax errors that it says I can't edit...

Thanks for the response, Kendra. I understand how to make adjustments as I am entering the payment... that isn't a problem.

 

The issue I am trying to resolve is for a couple of tax payments that are already done and have errors that need fixed... two of them with wrong payment dates and one that we forgot to enter the adjustment on. When I try to edit them, it says I can't because it was system created. I need to know if there is a way around that issue so I can fix them to show the right date.

Highlighted
Moderator

Correcting sales tax errors that it says I can't edit...

Hey there, @PriepkeGraphics. Thanks for touching base with us again.

 

Since it seems the system isn't allowing you to edit the transaction, I recommend getting in touch with our QuickBooks Online Support Team so that they can share your screen and do some in-depth troubleshooting. Contacting us has never been easier. Check it out:

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?) at the top right.
  3. Hit Contact Us to connect with a live support agent.

 

That's all there is to it! Keep me updated here on how things go. I'm determined to ensure your success. Have a safe week!

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