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Shamaz1ng
Level 2

Sales Tax - Periods prior to 12 months ago

Hello,

 

I need to access period prior to 12 months ago, so that I can correct some errors that were made on those recording of payments. Currently, I am only able to see the reports from April 2019 forward. However, I need to apply a payment to a Q1 2019 for a particular state. Is there a way to gain access to those prior quarters/months?

4 Comments 4
GlinetteC
Moderator

Sales Tax - Periods prior to 12 months ago

Good day, Shamaz1ng.

 

Let me welcome you to the Community. I'm here to help you view your prior sales tax in QBO. 

 

We can pull up the Transaction Detail by Account report and filter the date to last year so we can get the information needed. Here are the steps:

  1. Go to the Taxes tab menu and select Sales Tax.
  2. Under Recent Sales Tax Payments, click View All.
  3. The Transaction Detail report will open. Then, click Customize to adjust the date range. 
  4. Click Run report.

I have here an article you can check on how to manage your sales tax. This contains information to review sales tax reports and adjust sales tax payments in QBO.

 

I want to make sure this is taken care of for you. If you have any other concerns, post a comment below. I'll be sure to assist.

Shamaz1ng
Level 2

Sales Tax - Periods prior to 12 months ago

Hello,

 

Yes, I am aware of the reports. Thank you.

 

I assume that no, we cannot access the sales tax payment center prior to 12 months ago to make the correct adjustments to those accounts.

 

I ultimately found a work around. Thank you.

Charies_M
Moderator

Sales Tax - Periods prior to 12 months ago

I appreciate you for coming back, Shamaz1ng.

 

Thanks for keeping us posted and for letting us know that you're already able to come up alternative way to get a report that will show payments recorded from prior periods.

 

I'd also like to leave the following resources for future help. You can use the these articles and webinars for product related questions:

 

As always, you can reach back to us here in the Community if  you need any help. I'm just a post away. Stay safe and have a great day!

Shamaz1ng
Level 2

Sales Tax - Periods prior to 12 months ago

Hi,

 

It was not a report I needed. I am able to get the reports easily using the reporting features, thank you.

 

I needed to make an actual adjustment to the account.

 

Example: Record a sales tax payment for January 2019 that was not made until March 2020. There is no way to adjust the sales tax accounts once you enable the sales tax feature in QuickBooks, so my only option was to record an "overpayment" in another period. There was a month with $0 due, so I used that month to make my appropriate adjustment.

 

Thank you.

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