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Community Explorer **

How do I credit sales tax on a customer to clear it out of showing on QB sales tax report and Manage Sales Tax?

I incorrectly used the wrong sales tax rate on one customers invoices. I corrected that and corrected my sales tax reports to the proper state and have asked for a sales tax refund. QuickBooks is of course showing a sales tax credit that is not due.

The invoices were changed to the correct state tax rate and now show up in that sales tax due.

Need to get it out of the wrong state sales tax in QB.

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Best answer 12-10-2018

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Established Community Backer ***

Instead of changing invoices after-the-fact, it is better...

Instead of changing invoices after-the-fact, it is better to use a Credit Memo to Reverse the original sale, then a new invoice for the corrected sale.

"and have asked for a sales tax refund. QuickBooks is of course showing a sales tax credit that is not due."

You stated QB shows the credit for which you are expecting the refund. How is that wrong?


3 Comments
Established Community Backer ***

Instead of changing invoices after-the-fact, it is better...

Instead of changing invoices after-the-fact, it is better to use a Credit Memo to Reverse the original sale, then a new invoice for the corrected sale.

"and have asked for a sales tax refund. QuickBooks is of course showing a sales tax credit that is not due."

You stated QB shows the credit for which you are expecting the refund. How is that wrong?


Community Explorer **

Thank you for your answer. Can I date the "new" invoice s...

Thank you for your answer. Can I date the "new" invoice same as the first?. Also to your question -
This sales tax balance is showing up in the "Balance" are of the Customer List. I don't want to see that. And my Manage Sales tax area is showing this credit but I want to pay the next months sales tax which has nothing to do with the first customer and when I do go in to register the payment Manage Sales tax window says it won't issue a check because of the credit but I need it to register it so I show it paid.
Established Community Backer ***

"Can I date the "new" invoice same as the first?" Only yo...

"Can I date the "new" invoice same as the first?"

Only you know if that is a Period you should be Affecting or not. If you learn about an April issue in May, I would never modify April activities and this would be a May Activity.

"This sales tax balance is showing up in the "Balance" are of the Customer List. I don't want to see that."

Are you stating that your changes affected the Customer Name AR Balance? If they had paid what you originally charged, and your Edit created an overpayment condition, you need to Refund them their overpayment.

"And my Manage Sales tax area is showing this credit but I want to pay the next months sales tax which has nothing to do with the first customer"

Sales tax is by Agency, not by Customer.

"and when I do go in to register the payment Manage Sales tax window says it won't issue a check because of the credit but I need it to register it so I show it paid."

I think you need to fix the transactions so that the right Agency shows the right balance.