Sales tax Dilemma

We want to help you with applying the correct sales tax amounts, @MRBM237.

To record a sales tax payment from multiple sources in QuickBooks Online, you need to split the payment into separate transactions. Here are the steps:
 

1. Go to Taxes > Sales Tax.
2. Find the tax period you need to pay and select "Record Tax Payment".
3. In the "Record Tax Payment" window, enter the payment amount from the first source in the "Tax Payment" field.
4. Select the bank account you paid from in the "Bank Account" dropdown.
5. Enter the payment date and select "Record Tax Payment".
6. Repeat steps 2-5 for the second source, entering the amount paid from that source.
    

This will create two separate payment transactions for the same tax period, allowing you to record payments from multiple sources correctly.

Here are pieces you can refer to for further facts about sales tax in QBO:

• Manage sales tax payments in QuickBooks Online.
• Edit Sales Tax Rate in QuickBooks Online.
   

Please let me know if you have follow-up questions about sales taxes. I'm just a few clicks away to help. Have a good one!

My only option is to "view Tax Return"
There is no option to "record Tax Payment" once the 1st payment has been recorded.

Once the sales tax has been submitted for that period there isn't an option to "record Tax Payment" again.

Yes, you can't pay a sales tax liability twice, @MRBM237.

What we can do is delete and recreate the payment to record it properly in QuickBooks Online (QBO). Let me guide you through the steps for doing this.

To delete the payment:

1. Go to Taxes and select Sales tax.
2. Navigate to the sales tax payment section.
3. Click View Tax Return of the paid sales tax.
4. On the Review your sales tax page, click the date under Payments.
5. The View Payment page will show, click Delete.

Recreate the payment:

1. Go to Taxes and select Sales tax.
2. Navigate to the sales tax payment section.
3. Select View Tax Return under the ACTION column.
4. Click +Add an adjustment. Fill in the necessary details with the amended amount.
5. Once done, click Record payment.

Additionally, you can run a sales tax liability report to know how much you owe.

Let us know if you have further concerns with your sales tax. We'll be here to lend a hand.

That's exactly what I did and as you can see in my screen shot its not adding up.
I don't have a tax liability report. Its blank. My pos System sends me the reports and I input the sales taxes manually after I reconcile QB.. I don't have an invoice system in my QuickBooks. I don't send bills or invoices or collect sales tax from invoices. I have a retail business. My only sales tax is what I collected from sales in my pos system.

In my screen shot you see I made a payment on 2-23-24 for 2248.57. I added an adjustment payment of 188.08. Now it says my total due is 2060.49. Why did it subtract my adjustment from original payment and not add to it and total them together to show the amount paid between them?
Thanks for your help!

Your sales tax adjustment should be made using an expense account to increase your tax due, MRBM237. It seems that you've selected an income category, which resulted in the payment being subtracted instead of added to the total amount. We'll have to recreate the adjustment to ensure it uses the appropriate account to correct your sales tax payment.

Using the right account type is significant when making adjustments to sales tax to help QuickBooks identify whether to increase or decrease your tax due. 

Begin by ensuring that payment (as directed by my colleague above) and adjustment are deleted. Then, recreate the adjustment by following these steps:

1. Select Sales tax from the Taxes menu.
2. Find the tax period you need to adjust, then select View Tax Return.
3. Click Add an adjustment.
4. Select the Reason for the adjustment and add an Adjustment date.
5. In the Account dropdown menu, make sure to choose an expense account to increase the tax due.
6. Enter the adjustment amount.
7. Click Add. 
8. Review your sales tax. Once everything looks good, select Record payment to document your payment.

Additionally, you'll want to generate the Sales Tax Liability report to view your sales tax details and ensure the accuracy of your records in QuickBooks. You can check out this article for the complete guide: Check how much sales tax you owe in QuickBooks Online.

I'm always here to help you anytime if you have additional questions about your sales tax adjustment. Keep safe, and have a good one.

I'm sorry but no matter what expense acct. I use it does the same thing. It subtracts the adjustment from the original payment. I created an expense acct. named "Sales Tax Adjustment"... That didn't work. I tried the built in expense acct. in QB named "Taxes Paid"... Same results.

Just for fun I started over and put my adjustment in under "Sales Tax Expence" Which IS an income based Acct. The math worked properly. Is this wrong? 

It can be challenging, @MRBM237. I appreciate all the troubleshooting steps you have done to fix this sales tax payment issue. Let me point you in the right direction of support. 

Since the issue persists, I recommend contacting our support team. They have the resources to securely determine this issue through screen sharing while ensuring your personal information remains safeguarded.   

Here's how: 

1. Go to the Help icon.
2. Choose the Search tab, and select Contact Us.
3. Enter a brief description of the issue you encountered.
4. Click Continue.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

For more information, check out this article: QuickBooks Online Support.  
 

Additionally, you can refer to this article to learn how QBO computes your sales tax: Learn how QuickBooks Online calculates sales tax.

You can return here for further clarification and information regarding your sales tax concerns. I'd be here to assist you always. Have a great day ahead.