How do I fix previous sales tax periods that are showing overdue. The sales tax page looks different now and it is showing the previous periods overdue.

We're delighted to have you here today, @accounting597.

Before anything else, we'd like to take this moment to thank you for reaching out here in the Community space and for letting the team assist you with your current situation. We understand how these changes may confuse you when handling sales taxes inside the program. Since you're using the previous method to manage previous sales taxes, you'll want to review those transactions and modify the sales tax rate inside it. We'll write down the steps to get you going:

1. Access your QuickBooks Online company.
2. Find and open each transaction.
3. Remove the current sales tax line item
4. Use the sales tax items at the bottom of the invoice.
5. When you're done, select Save.

Once your transactions are re-associated, your next move will be to create a journal entry to transfer the liability from the new current sales tax liability account to the original sales tax liability account. Go to the Troubleshoot sales tax payment issues inside this article for more details: Manage sales tax payments in QuickBooks Online.

Moreover, here are some articles incase you'd like learn more about how QBO calculates your sales tax, automatic sales tax, and to ensure your data stays accurate inside the program:

• Set up and use automated sales tax in QuickBooks Online.
• Learn how QuickBooks Online calculates sales tax.
• Run reports in QuickBooks Online.
• Customize reports in QuickBooks Online.

@accounting597, you can leave a comment below or visit the Community space if you need further assistance with this or have any QuickBooks-related questions. Rest assured. We'll be here to help you out right away. Stay safe, and have a nice day!

What if I just ignore the first 2 quarters that I've already filed and paid for?
From this point forward it should fix itself, correct?

Hi there, @VBPB. 

Currently, there's an investigation about Sales Tax Returns showing that it is overdue despite being paid. I recommend contacting our live support to add your account to the affected users list. Just provide your name, updated email address, and the investigation number, INV-86470, to be notified through email. 

In the meantime, we have a workaround for resolving this issue. Please take a moment to check for and fix the following:

1. Navigate to the Sales Tax Center.
2. Click View Return next to one of the returns that show overdue but are actually paid.
3. Click to open the payment on the upper right-hand corner of the return.
4. Delete and confirm yes, Delete.
5. Allow the screen to update the return.
6. Record the payment again.

For future references on managing your sales tax return, please check this article: Check how much sales tax you owe in QuickBooks Online.

We appreciate your patience as our product engineers are working to identify the cause to provide a solution. We hope to have an update soon.

Please do not hesitate to reach out if you require further assistance regarding your sales tax return.

I can view the return, but on the next screen I don't have the option to open the payment.

Thank you for the response and the screenshot you provided, @accounting597. We appreciate you following the steps provided by my colleague to show that you've paid your sales taxes. Let me provide additional information that will help with your concern.

Since you can't open your payments in the upper right corner, I suggest manually deleting your transaction from your Chart of Accounts.

Here's how:

1. On the left navigation panel, click Bookkeeping and select Chart of accounts.
2. Locate the bank account holding the payment and click View register on the right side of the screen.
3. Choose the transaction of the charge and delete it by pressing it and choosing Delete.

Then, let's recreate your payment in the Sales tax center.

1. Click View Return on the affected tax return.
2. Press Record payment and fill in the necessary details.

Once done, you should see your recorded payment on the upper right side of the page. When you've finished re-recording your payment, its status should be "Paid" on the Sales Tax Center.

For more information on the new sales tax system for all QuickBooks users, feel free to read this article: Learn how QuickBooks Online calculates sales tax.

Let me know if you have more inquiries about processing and managing your taxes. Don't hesitate to reach out. I'm just one post away.

I understand the frustration you're going through. The changes in the sales tax page interface can sometimes be confusing. To fix previous sales tax periods that are showing as overdue, here are the steps you can take:

1. Review Your Records: First, double-check your sales and tax records for the periods in question. Ensure that all sales, exemptions, and deductions are accurately recorded.

2. Contact Support: If you are using a tax software or accounting platform, reach out to their customer support. They are usually well-versed in navigating their systems and can guide you through the process specific to their platform.

3. Check for Updates: The changes in the sales tax page may be due to software updates. Make sure you have the latest version installed, as these updates often include bug fixes and improvements to the user interface.

4. Reconcile Payments: If you find any discrepancies, reconcile your payments. Ensure you've paid the correct amount for each period. If there are outstanding payments, settle them as soon as possible.

5. Amend Returns: If you discover errors in your previous sales tax returns, you may need to amend them. The process for amending returns varies by jurisdiction, so consult your tax authority's website for specific instructions.

6. Penalties and Interest: Be aware that overdue taxes may accrue penalties and interest. Contact your tax authority to discuss any penalties and interest charges and see if you can negotiate a waiver or reduction.

7. Documentation: Keep detailed records of all your communications and actions taken to resolve this issue. This can be useful in case you need to contest penalties or interest charges.

8. Stay Updated: Keep an eye on any further changes to the sales tax page. Tax regulations and reporting requirements can change, so it's essential to stay informed.

I just migrated from desktop to online and I'm having the same issues. I've paid my sales taxes and they show as paid on QB Desktop but once migrated they show as overdue and the gross sales, nontaxable sales, taxable sales and tax amount are all different. Is this fix from 2023 still the way to correct the issue or is there a new fix in place now. 

I recently migrated from Desktop to Online and I'm having the same issues with my sales tax. I paid sales tax and it shows in desktop as paid but after the migration the online sales tax shows as overdue and the taxable amounts and amount due are incorrect. Has there been an updated fix to this problem?

Welcome to the thread, HERRINGPS. Let me help you with your sales tax concern.

When you migrate from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), there are limitations on sales tax payments. This means that payments you've made in QBDT may be applied to the wrong filings in QBO. To resolve this issue, you'll need to delete the migrated sales tax payments and then recreate them in the sales tax center in QBO.

To delete the migrated sales tax payment, follow these steps:

1. In the left menu, click Taxes.
2. Go to the Sales tax tab.
3. From the Recent Sales Tax Payments list, locate and select the payment you want to delete.
4. Then, select Delete Payment.
5. To confirm, choose Yes.

Afterwards, here's how to recreate the payment:

1. In the left menu, click Taxes.
2. Go to the Sales tax tab.
3. From the Sales Tax Owed list, select the tax agency you're recording the payment for and select Record Tax Payment.
4. From the Bank Account dropdown, select the account you're making the payment from.
5. Choose the Payment Date.
6. Enter the tax payment amount in the Tax Payment field.
7. Choose Record Tax Payment.

For more details on recording, adjusting, and deleting sales tax payments in the tax center, you can check out this article: Manage sales tax payments in QuickBooks Online.

Additionally, to understand how your data is migrated from QBDT to QBO, see this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

To help you get started with QuickBooks, you can visit this site to learn how to manage your account: Get started with QuickBooks Online.

Feel free to reach out if you have further questions about managing your QuickBooks data. The Community is here to assist you, HERRINGPS.

Hello Mirriam, 

Everything is showing as overdue as if I have not made any payments. So, there is nothing to delete. 

QBO doesn't show any sales tax payments. They all show as overdue. Do I just re-create the payments without printing the check? My concern with this is the gross sales and taxable sales amounts are incorrect as well. Will that result in an underpayment or overpayment?

Thank you for reaching out and explaining the situation regarding your sales tax in QuickBooks Online (QBO), @HERRINGPS. Allow me to clarify the matter and provide you with the necessary steps to manage your sales tax accurately.

As noted by my colleague, not all features and data can be carried over when migrating from QuickBooks Desktop (QBDT) to QBO. Since your sales tax payment did not transfer to QBO, you're correct in that it's not necessary to delete it.

Instead, you'll want to recreate the payment in QBO to ensure accurate recordkeeping and to mark the overdue status as paid. I'd be glad to walk you through the process.

1. Navigate to Taxes, then Sales tax.
2. Select Review sales tax in the ACTION column of the tax agency you'd like to apply the payment.
3. Click Record payment.
   
4. Ensure that the Payment date, Bank account, and Tax amount match your actual records when entering payment details.
5. Optionally, you can also document a Memo or tick the box to Print check if you require it for documentation.
6. Hit Record payment.
   

Regarding your second concern, please be aware that not all sales taxes will be copied for all transactions, as some will be recorded as Journal Entries (JE). If you find the amount after checking the JEs doesn't match the actual tax amount, you can examine each transaction's taxable and non-taxable amounts for accuracy by comparing the Sales Tax Liability report in QBDT to that in QBO, using the QBDT report as a reference.

1. Hover over to the Reports menu, then Report Center.
2. In the Standard tab, select Vendors & Payables.
3. Search for the Sales Tax Liability report, then Run.
   
   

To learn more about adjusting and deleting sales tax details in QBO, kindly read this helpful article for guidance: Manage sales tax payments in QuickBooks Online.

Furthermore, if you want to understand how your data is migrated from QBDT to QBO, this article can be helpful:: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

If you have further questions about managing your taxes in QBO, please don't hesitate to reach out to us. We, in the Community, are always here to help.