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Level 2

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

 
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Best answer February 11, 2020

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Highlighted
Moderator

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

Hi, SNBryan.

 

The option to choose the Sales Tax Discount isn't currently offered in QuickBooks Online. In the meantime, you can choose Other as the Reason to specify the discounts.

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I can pass along all the feedback you have to the appropriate channels so you're able to reach a point of resolution as quickly as possible. 

 

Additionally, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/.

 

These write-ups are good references for using the automated sales tax in QuickBooks:

 

If there's anything else I can help you with, please let me know. I'd be happy to help.

View solution in original post

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QuickBooks Team

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

 

Hello there, @SNBryan.

 

You can set up Florida Discretionary Surtax along with State Sales Tax. What this means for you is, the customer will only be able to see the sales tax rate on the invoice.

 

Let me guide you on how to set up the Discretionary Surtax:

 

  1. Locate Taxes on the left-hand side.
  2. Pick the Sales Tax tab.
  3. Under the Related Tasks choose Add/edit tax rates and agencies.
  4. Push New.
  5. Click the Combined tax rate.
  6. Enter a Component name for the combined rate and the different sales tax requirements.
  7. Go to Add Another component, if needed.
  8. Hit Save.

Some customers have found these articles below helpful:

 

Set up your sales tax

Sales tax in QuickBooks Online

Set up and use automated sales tax

 

Don’t hesitate to reach back out to me if you have other questions or concerns. Take care.

Level 2

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

Emily - Thank you for reaching out.

I had my surtax and sales tax already set up like that - for the last 15 years.  I used the new Sales Tax Center once and I no longer have the option to pull down SurTax Rate and there is no place on the new Sales Tax to enter it.  It will only let me pull down the word "Credit".   That doesn't explain much on my report; however, I still can enter it on the FL Dept of Revenue website.   Also I used to enter my payment on the report as  Sales Tax Discount /  Collection Allowance.  That is no longer an option.  So I have less to explain in my tax report which I do not like. 

-
I'm waiting for someone (because I'm sure I'm not the only one who wants to go back to the previous style of filing Sales Tax) to tell me how to return to the original method on QuickBooks Online.
Thanks for your time.

Highlighted
Level 2

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

Emily -

I just realized you and I are talking about two different things.  (LOL)
I was talking about the new way to pay Sales Tax with QuickBooks Online.

You were talking about how to set up the Surtax for my invoicing (which I did in 2005).
 - 

Sorry for the confusion, but I did get a good laugh.

Shelby

Highlighted
QuickBooks Team

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

Good morning, @SNBryan. I'm here to clear some things up.

 

QuickBooks Online's new Automated Sales Tax Center makes it easier to collect, report, and pay your sales tax. This is a one-stop spot for managing all your sales tax tasks. Once you're switched to the new Automated Sales Tax Center, then you can't switch back to the manual. I've provided steps below on how to record a tax payment:

  1. Go to Taxes on the left-hand menu, then Sales Tax.
  2. From the Sales Tax Owed list, select and highlight the tax agency you're recording the payment.
  3. Hit Record Tax Payment.
  4. In the Bank Account dropdown, choose the bank account you're making the payment.
  5. Enter the payment date and tax ending period date from the dropdowns. 
  6. Input the tax payment amount.
  7. If you need to print a check for the payment, mark the Print a Check checkbox and then press Record Payment and Print Check.

That's all there's to it! 

 

Let me know if you have further questions or concerns. Have a beautiful day!

Highlighted
Level 2

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

Hello Ashley H.,

I must not be explaining my problem correctly because everyone keeps telling me how to use the new Automated Sales Tax Center.  I figured out HOW to use it.  The problem IS there there is no longer a way in the Automated Sales Tax Center for me to enter my collection allowance aka Surtax collected which I always entered as a "Sales Tax Discount".  The pull downs consist of Reason, Account & Amount.  None of those pull downs includes a place for my Sales Tax Discount / Collection Allowance for Surtax Collected.  It will ONLY let me select Credit from the Reason pull down;  Discounts given under the Account pull down (which is where the Surtax collected would and should be), and the Amount - which is where I deduct the Surcharge.  I can no longer specify on the SALES TAX REPORT that I am deducting Sales Tax Discount / Collection Allowance.   The older version let me enter all of that on the report; now the New Automated report looks different and I cannot specify my deduction other than "Discounts given".  
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I spent over an hour on the phone with Quickbooks Online Support yesterday after waiting for a call back for 25 minutes.  Then another few hours each day for the past few weekdays trying to find a solution.  Nothing was resolved.  Nothing from Support - we used the Glance App so she could visually SEE what I was telling her from my HISTORY how it had been entered prior to this horrible update.  She admitted that it was messed up, but could not find a solution.
-
Thanks for your time.

Shelby

Highlighted
Level 2

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

Hello Ashley H.,

I must not be explaining my problem correctly because everyone keeps telling me how to use the new Automated Sales Tax Center.  I figured out HOW to use it.  The problem IS there there is no longer a way in the Automated Sales Tax Center for me to enter my collection allowance aka Surtax collected which I always entered as a "Sales Tax Discount".  The pull downs consist of Reason, Account & Amount.  None of those pull downs includes a place for my Sales Tax Discount / Collection Allowance for Surtax Collected.  It will ONLY let me select Credit from the Reason pull down;  Discounts given under the Account pull down (which is where the Surtax collected would and should be), and the Amount - which is where I deduct the Surcharge.  I can no longer specify on the SALES TAX REPORT that I am deducting Sales Tax Discount / Collection Allowance.   The older version let me enter all of that on the report; now the New Automated report looks different and I cannot specify my deduction other than "Discounts given".  
-
I spent over an hour on the phone with Quick Books Online Support yesterday after waiting for a call back for 25 minutes.  Then another few hours each day for the past few weekdays trying to find a solution.  Nothing was resolved.  Nothing from Support - we used the Glance App so she could visually SEE what I was telling her from my HISTORY how it had been entered prior to this horrible update.  She admitted that it was messed up, but could not find a solution.
-
Thanks for your time.

Shelby

Highlighted
Moderator

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

Hi, SNBryan.

 

The option to choose the Sales Tax Discount isn't currently offered in QuickBooks Online. In the meantime, you can choose Other as the Reason to specify the discounts.

z.PNG

 

I can pass along all the feedback you have to the appropriate channels so you're able to reach a point of resolution as quickly as possible. 

 

Additionally, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/.

 

These write-ups are good references for using the automated sales tax in QuickBooks:

 

If there's anything else I can help you with, please let me know. I'd be happy to help.

View solution in original post

Highlighted
Level 2

Where can I enter Discretionary Sales Surtax Due on Mthly Sales Tax pmts? & under what category? Collection Allowance. Sales Tax Discount? They are not available?

RoseMarjorieA -

Thank you very much for your reply.  That sounds like a plan to me.  Since I spent the last several days looking at this new sales tax method and not being able to solve anything, I will take your advise - which seems very reasonable.  I will look into it tomorrow after I turn off of Sales Tax Mode.  

I will visit the links and thank you for passing my problem along for a solution.  

I just feel like I'm collecting 1% for a collection allowance and Quick Books wants me to give it to the FL Dept of Revenue instead of keeping it; like I have for 20 years.  ???
Have a great week and, again, thank you very much.

Shelby

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