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Katherine1996
Level 2

How can I edit the payments column in the sales tax center. PLEASE HELP

I need someone to explain to me how I can edit those amounts in the payments column because the ones that appear are incorrect. HELP PLEASE I have spent many hours trying to edit it but it seems impossible. On Quickbooks Online

 

Thank you all in advance.

Solved
Best answer June 23, 2020

Best Answers
Jovychris_A
QuickBooks Team

How can I edit the payments column in the sales tax center. PLEASE HELP

Thanks for posting to the Community, @Katherine1996.

 

Let's delete the sales tax payment in QuickBooks Online and reenter it by manually recording it in the Sales Tax tab.

 

Here's how:

  1. Go to Taxes and then select the Sales Tax tab.
  2. Under Recent Sales Tax Payments, click View All.
  3. Click the value on the Amount column.
  4. Hit Delete to remove the payment.

 

Once done, you can now record the right sales tax payment. Make sure that you'll enter the correct tax period and the payment date by following the steps below.

 

  1. In the Sales Tax tab, select Record Tax Payment.
  2. Enter the amount and select the Bank Account.
  3. Write notes if necessary, and then choose to Record Tax Payment.

However, if you're using the Automated Sales Tax feature, here are the steps on how to do it:

  1. Click the Taxes menu from the left menu.
  2. Select the agency you're paying.
  3. Click View return.
  4. Click the + Add an adjustment link.
  5. Enter the reason for the adjustment, the account, and the amount.
  6. Once done, select Record payment.

 

To know more about managing Sales Tax Payment, feel free to check out this article: Manage Sales Tax Payment.

 

You can always place your comment here if you have more questions about Sales Tax. I'll reply to you as soon as possible. Have a good one!

View solution in original post

3 Comments 3
Jovychris_A
QuickBooks Team

How can I edit the payments column in the sales tax center. PLEASE HELP

Thanks for posting to the Community, @Katherine1996.

 

Let's delete the sales tax payment in QuickBooks Online and reenter it by manually recording it in the Sales Tax tab.

 

Here's how:

  1. Go to Taxes and then select the Sales Tax tab.
  2. Under Recent Sales Tax Payments, click View All.
  3. Click the value on the Amount column.
  4. Hit Delete to remove the payment.

 

Once done, you can now record the right sales tax payment. Make sure that you'll enter the correct tax period and the payment date by following the steps below.

 

  1. In the Sales Tax tab, select Record Tax Payment.
  2. Enter the amount and select the Bank Account.
  3. Write notes if necessary, and then choose to Record Tax Payment.

However, if you're using the Automated Sales Tax feature, here are the steps on how to do it:

  1. Click the Taxes menu from the left menu.
  2. Select the agency you're paying.
  3. Click View return.
  4. Click the + Add an adjustment link.
  5. Enter the reason for the adjustment, the account, and the amount.
  6. Once done, select Record payment.

 

To know more about managing Sales Tax Payment, feel free to check out this article: Manage Sales Tax Payment.

 

You can always place your comment here if you have more questions about Sales Tax. I'll reply to you as soon as possible. Have a good one!

Duckett
Level 1

How can I edit the payments column in the sales tax center. PLEASE HELP

Ok, this is MY issue.  QB Online figures my sales tax but the State rounds down, so when I file my taxes with the State, rarely is it the same exact amount as QB has figured.  Example:  QB says I owe $9.30 but the State only is wanting $9.00.  Now, QB still shows that I owe .30 to that State.  And, when you try to make an adjustment it will not accept a negative value.  How do I get rid of that .30?

 

ReymondO
QuickBooks Team

How can I edit the payments column in the sales tax center. PLEASE HELP

Thanks for joining the thread, @Duckett.

 

I'll be glad to assist you in adjusting your sales tax due in QuickBooks Online (QBO).

 

With Automated sales tax, it’s easy to keep your sales tax records accurate. Since the state rounds off your taxes, you can adjust the sales tax you owe in QuickBooks. 

 

It’s important to use the correct account type when adjusting sales tax. When decreasing your sales tax due amount, you have to set up an income account and use it to decrease its number. Therefore, you don't have to use a negative amount to lessen it.

 

Here's how to set up an income account:

 

  1. Select the Gear icon at the top, then choose Chart of Accounts.
  2. Click New at the top right.
  3. From the Account Type drop-down, choose Income to decrease your sales tax due and set up an income account.
  4. Select the account’s Detail Type and use Sales of Product Income for an income account.
  5. Use Taxes Paid for an expense account.
  6. Name your adjustment account (for example, “sales tax due decrease”).
  7. Click Save and Close.

 

Once done, follow these steps to create an adjustment:

 

  1. Select Taxes from the Navigation bar.
  2. Find the tax period you need to adjust, and then select View return.
  3. Select Add an adjustment.
  4. Choose the Reason for the adjustment and select the Account for adjusting sales tax. Please use an income account to decrease the tax due.
  5. Enter the Adjustment amount, and then click Add.

 

That should do it. To know about automated sales tax and how it works, you can refer to this article: How to use the automated sales tax feature in QBO.

 

Please let me know if you need further assistance with this process. I'll be here to help you. Have a great day ahead.

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