You'd have to delete the payment to do this, keepingbalanceds.
Once you've paid the sales tax, you can't edit the adjustments you've made. Deleting the payment and recording it again will let you enter the correct date of the sales tax adjustment.
Here's how to delete a sales tax payment:
Now, go back to the Sales Tax page to see the payment. Lastly, do the same process of paying the sales tax and entering the adjustments. Ensure that the date of the sales tax adjustment is correct before recording the payment.
You can also refer to this article to learn more about managing sales tax payments.
I'd be delighted to see you again if you need anything else. Thanks for dropping by.
Same problem. First, I have to go through gymnastics to delete the tax payment and the adjustments. Simply selecting the Delete button leaves the proposed payment with adjustments ready to file. Then after finally deleting the payment and adjustments, I see no place to enter a date for the sales tax adjustments. Am I missing something?
Thanks for coming back to the Community, @gingerbtx.
I appreciate your efforts in trying out the solution above. Allow me to step in for a moment and walk you through the steps for recording the payment with the correct dates in QuickBooks Online.
I’ve replicated this on my end and was able to enter a date for the tax payment adjustment. I’m including a screenshot of where it should be in QuickBooks.
Make sure to choose File manually as your filling method in order to get to that screen and record the payment. Here’s how:
1. From the Sales Tax screen, click the View return button for that sales tax payment.
2. In the Review your sales tax window, click + Add an adjustment to enter an adjustment.
3. Select a Reason and Account on the drop-down.
4. Enter Amount and click Add.
5. Click Select filing method.
6. Choose File manually.
7. On the Record payment section, enter the Tax amount, Payment date and Bank account.
8. Hit Record payment.
This information should get you back in line. Please touch base with me here if you have any questions. I’ll be more than happy to answer them for you. Thanks for dropping by and take care!
Hi there, @gingerbtx.
Allow me to join the thread and help share additional information about sales tax adjustment in QuickBooks Online (QBO).
When creating sales tax adjustment it follows the date when you create the adjustment and not the date of the payment. As of now, that is how QBO works, however, if you think the option of having the payment date and not the actual date on your sales tax adjustment, I suggest sending this idea straight to our Product Developers.
To send you feedback:
Also, you may check this article for additional reference about managing sales tax payments: Manage sales tax payments.
Let me know if you have any other sales tax concerns by adding a comment below. It's my pleasure to help you!
I left feedback in QB Online, and am adding a reply here hoping that this will be changed.
Please allow us to choose the date (backdate) all sales tax adjustments. Many people use a modified cash basis. We backdate the sales tax payment so it is booked in the tax period it is for.
I hope your day is going well so far. I'll also send feedback to our Product Developers so they can consider this in one of the upcoming releases. They take the time to review every customer's request.
If you have any other questions, don't hesitate to ask. I'm always here to lend a helping hand. Have a great day!
Doesn't work - I deleted the payment, but the adjustment still shows up on my P&L and when I click on it I get a blank page. - This is horrible - Now my Sales Taxes are screwed up because QB put an update into production that doesn't work