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Frenchefusa
Level 2

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

Right now when I go to TAXES, I cannot go to last year and there is nothing. How I can go back to the previous settings and get back all the agencies and rates? I need to do my last quarter of last year. Thanks
8 Comments
JessT
QuickBooks Team

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

Hi Frenchefusa,

 

We're now changing to automated sales tax, and this also changes the looks of the Sales Tax section. We're unable to switch it back to the old interface.

 

When you go to the Taxes and then Sales Tax section, you should be able to change the date range into the last quarter of last year and view your return. If your interface is different than in my screenshot below, please do the basic browser troubleshooting steps. That way, we'll know if this behavior is caused by a browser issue or not.

 

To start, you'll want to sign in to QuickBooks using a private browser. This step disables its extensions and stops the cache from saving your browsing history.

  • Google Chrome: Ctrl + Shift + N
  • MS Edge and Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

If you can see your previous year's tax, you can go back to your regular browser and clear its cache. If not, please try other browsers to see if we get the same thing.

 

If nothing works, please contact our Support team to check this further. They can start a screen-sharing session to gather more details about this behavior. They are available on weekdays from 6 AM to PM PST.

  1. Click on Help and shortly describe the issue in the search box below.
  2. If you get suggested topics, type in need human.
  3. Select any from the suggested topics and click I still need a human.
  4. Choose Contact us.

Please let me know if you have other questions in mind.

Frenchefusa
Level 2

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

Hi JessT,

 

When I switched to the new tax system, I think I had to select all my previous rates but I did not understand so now they are INACTIVE :(

I figured it out by looking at the previous invoices. Screenshot attached #1.

So when I select the last quarter in 2020, there is nothing on screen #2!!

After I created the new Tax Agencies and Custom rates, I got screen #3 for January 2021.

 

How I do my sales Tax now for the last quarter in 2020 if I cannot reactivate the rates from last year?

How do I input the operations in accounting as well?

Thanks

 

 

Frenchefusa
Level 2

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

 

Hi JessT,

 

When I switched to the new tax system, I think I had to select all my previous rates but I did not understand so now they are INACTIVE :(

I figured it out by looking at the previous invoices. Screenshot attached #1.

So when I select the last quarter in 2020, there is nothing on screen #2!!

After I created the new Tax Agencies and Custom rates, I got screen #3 for January 2021.

 

How I do my sales Tax now for the last quarter in 2020 if I cannot reactivate the rates from last year?

How do I input the operations in accounting as well?

Thanks

 

 

Frenchefusa
Level 2

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

Hi JessT,

 

When I switched to the new tax system, I think I had to select all my previous rates but I did not understand so now they are INACTIVE :(

I figured it out by looking at the previous invoices. Screenshot attached #1.

So when I select the last quarter in 2020, there is nothing on screen #2!!

After I created the new Tax Agencies and Custom rates, I got screen #3 for January 2021.

 

How I do my sales Tax now for the last quarter in 2020 if I cannot reactivate the rates from last year?

How do I input the operations in accounting as well?

Thanks

 

 

AileneA
QuickBooks Team

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

Hello, Frenchefusa. 

 

Have you tried the troubleshooting steps provided by my colleagues above by using a private browser? If so, I suggest reaching out to our customer support team. This way, one of our agents can pull up your account and investigate this unusual behavior of QuickBooks. 

 

Here's how to contact our support team: 

 

  1. Sign in to your QuickBooks Online company. Then click Help (?).  
  2. Click Talk to a human.  
  3. Choose Talk to a human.  
  4. Enter your concern.  
  5. Tap Contact us.

 

Just a heads up, due to the pandemic we have limited staffing. To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: ​​Support hours and types

 

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response. Have a great day!   

Frenchefusa
Level 2

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

Yes, I did use a private browser.

And regarding the help, nobody is available until Monday!! :(

 

Frenchefusa
Level 2

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

I am trying to attach again my screenshot in jpg format

AileneA
QuickBooks Team

How I get back to my previous Taxes agencies and rates, please? I got an update since I connected in October and I did not understand what to do

Hi again, Frenchefusa. 

 

I appreciate the screenshot you've provided with us. The community has limited access to pulling your account. This requires contacting our support, one of the representatives can pull up your data in a secure session and check the setting of your sales tax.  

 

You can check out this article on how to contact our support and the available time: Support hours and types.   

  

Give this a shot and let us know how this goes. I want to ensure that everything has been taking care of. Stay safe!

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