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chad2
Level 1
 
8 Comments
MichaelDL
Content Leader

I've got just the steps you'll need, @chad2.

 

If you haven't already, begin by adding the tax rate and agency:

 

Add a sales tax agency/rate

  1. From QuickBooks Online, navigate to the Taxes tab.
  2. Click Add/edit tax rates and agencies.
  3. Select New and choose either a single or combined tax rate.
  4. Enter a name, the agency you pay, and the rate's percentage. Click Save.

Check out this awesome video tutorial for a visual guide of this information:

 

Once the agency and rate are set up, you can create the tax payment like so:

 

Record a sales tax payment

  1. From QuickBooks Online, navigate to the Taxes tab.
  2. Select the agency you're paying under Sales Tax Owed.
  3. Click Record Tax Payment at the bottom.
  4. Fill out the form including a bank account, the payment date, the liability's end date, and the amount.
  5. Select Record Tax Payment if you don't need to print the check, or check off Print a Check and choose Record Payment and Print Check if you do.
     

Doing this will pay the tax liability and allow you to print a mail-ready check to send to your agency if you wish. These steps are also detailed in our guide on recording sales tax payments for your benefit. Please reach out to me if there's anything else you need, I'm always here to help. Thanks for coming to the Community, wishing you a very happy holiday season.

 

Nemiswizard
Level 1

How do you take this information and efile it?

Adrian_A
Moderator

Hello there, Nemiswizard.

 

You can electronically file and pay your Sales Tax if:

  • You're using the Automated Sales Tax.
  • Your QuickBooks Online account is enroll in Electronic Filing and Payments.

Here's how to E-file:

  1. Go to the Taxes tab, then select Sales Tax.
  2. Click the View return button and choose Select filing method.
  3. Choose the E-File option and start setting it up.

You can use this article for reference: E-filing and payments for Sales tax.

 

You might also want to browse these articles to know more about Sales Tax.

I'm always around if there's something you'd like to ask. Have a nice day!

LV9
Level 1

How about efiling and epay your sales tax in quickbooks desktop?

dppp1979
Level 1

Is there a shortcut to e-filing now they quickbooks not longer supports it.

Rubielyn_J
QuickBooks Team

It's good to see you here, @dppp1979.

 

You can easily file and pay taxes to the federal and state agency using the E-File & Pay feature in your Online Payroll. 

 

If you opted in to have us file your forms, QuickBooks Online Payroll Core, Premium, or Elite will automatically generate and process many payroll tax forms.

 

If you're using QuickBooks Online Payroll Enhanced, here's how to e-file forms: 

  1. Go to Settings ⚙️ and then choose Payroll Settings.
  2. In Taxes, select E-file and E-pay.
  3. In the E-pay and E-file Setup page, click E-file and e-pay.
  4. Select Federal taxes and your state.
  5. If you haven't connected your bank account yet, enter the bank account info to proceed with the connection. 
  6. Select E-sign to sign your documents. You can choose to print and sign the documents, but make sure to contact us to send them.
  7. If you select E-sign, you'll go through a series of questions to complete and pass. 

For more information, please check this article: Setup E-File & Pay.

 

To learn more about your options to pay and file your payroll taxes, please refer to this article: Turn off automatic tax payments and form filings.

 

Don't hesitate to comment down below if you have other questions. I'll be happy to help you. Have a nice day.

JerryNap
Level 1

I've paid my state sales tax online through the ETides website. I just can't figure out how to record that in my Quickbooks Desktop Pro register.

Mark_R
QuickBooks Team

I'll help record your sales tax payments made outside QuickBooks, @JerryNap.

 

When paying sales tax outside QuickBooks, you'll have to record it as a regular check. Just make sure to link it to the account you used in tracking your sales tax to avoid errors in your bookkeeping and sales tax reports. Here's how:

 

  1. Open your QuickBooks Desktop software.
  2. Go to the Banking menu, then select Write Checks.
  3. Select the bank account you use when paying the sales tax.
  4. Choose the State as a vendor.
  5. In the Expenses tab, select the appropriate account from the drop-down.
  6. Enter the amount and the necessary information.
  7. Click Save & Close.1.PNG

However, if you aren't sure what account to use when creating the check, I suggest seeking help from your accountant for more guidance.

 

Just in case you want to learn how QuickBooks Desktop handles sales tax, feel free to check out this article: Record sales tax in QuickBooks Desktop.

 

Keep in touch if you need more help with your sales tax, or if there's anything else I can do for you. Of course, I am always here ready to help you whenever you reach out. Have a great day!

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