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Experienced Member

How do I clear tax overpayments tat are not really overpaid?

This is from switching froM Quickbooks desktop to On lINE.

1 Comment
QuickBooks Team

Re: How do I clear tax overpayments tat are not really overpaid?

Welcome to the Online family, Harrypfe.

You can clear the over payments by creating adjustments. This can help decrease/increase the amount of sales tax owed.


The steps to remove the overpaid amount can be done easily. Here's how:


  1. Go to the Taxes tab located on the left panel, then select Sales Taxes.
  2. On the Sales Tax Due page, choose the tax agency you’re working on and click the View return tab.
  3. Click on the Add an adjustment link.
  4. In the Add an adjustment window, click on the drop-down for Reason and choose the appropriate answer.
  5. Select which account you want to post the over payments and the amount.
  6. Click on the Add button at the bottom of the page.

For further guidance about the process, check out this article and go directly to the Sales Tax Adjustment section: Set up and use Automated Sales Tax.


For future reference, I'm adding a link to our online tutorials. These videos can help you run your business using QuickBooks.


This should keep your tax payments in order.

Let me know how these steps work for you. I’ll be right here to assist further.