Record payment green button is missing to record the sales tax payment for californica department tax admin

 I understand how important it is to record sales tax payment in a timely manner, Marjan. Allow me to provide some troubleshooting steps on your web browser. One of the common factors for the software to act weird is due to display program issues.

First, let’s make sure your QuickBooks is up to date. Doing so will ensure you have the latest fixes and patches.
 

Next, let’s clear browser cache and cookies. Next, let’s clear the browser cache and cookies to start a clean slate. Here’s how to do it: 

Try using a private or incognito window. 

1. Restart your browser. 
2. Clear your browser’s cache. 
3. Add Intuit as a trusted site. 

Below are the shortcut keys you can use: 

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox: press Ctrl + Shift + P 
• Microsoft Edge: press Ctrl + Shift + N 
• Safari: press Command + Shift + N  

If you’re still unable to record sales tax payment after this, another reason is because the tax period isn’t over yet. 

In addition, you might want to check this article to guide you on how you can run and manage reports accordingly: Run reports in QuickBooks Online. 

Moreover, if you have more questions or concerns about the processes and features within QuickBooks, please let me know. I will help you as soon as I can. Take care. 

no , my problem is not resolved.  I used to get the green button,  it is not there anymore..

I dont know how to "update the program as you have suggested!!"

Also I have tried opening up on different computers and same issue!!!

Hello, Marjan.

I acknowledge the significance of having access to the Record payment button for documenting Sales tax payments. I'm fully committed to helping you get your payment recorded in QuickBooks Online (QBO).

When taxes are Overdue, you'll see the Record payment button. However, if the status is Open, the button won't show up. This distinction helps you understand when the record payment button will be available based on whether the taxes are overdue or open.

Moreover, if you're referring to Pre-payment. Here's a step-by-step guide to help you record the payment:

1. Go to Taxes and select Sales tax.
2. Select View Tax Return.
3. Click +Add an adjustment.
4. Then enter the necessary information.
5. Finally, click Add.

Additionally, feel free to visit this article to generate a summary of your taxable and non-taxable sales, plus the total sales tax you collected from customers: Run the Sales Tax Liability report.

I'll be on the lookout in the comment section for updates and more follow-up queries on sales tax and other QuickBooks-related matters. 

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your solution does not work unfortunately.

Click +Add an adjustment.
Then enter the necessary information.

What necessary information?   the window only shows options on expense account.

prepayment should be recorded against "sales tax liability account"

so please try your solution all the way again and give me a workable solution.

Thank you

Hi there, @Marjan.

I can see that you've been dealing with this issue for some time now. I have some helpful insights to share with you on recording sales tax payments in QuickBooks Online.

In QuickBooks Online, prepayments should initially be recorded as a liability for they're an obligation and recorded as an expense when about to be paid since the benefit has already been consumed. This accounting treatment ensures accurate financial reporting by reflecting the timing of when economic benefits are received and provides a clear representation of the company's financial position.

The reason why only the expense account appears when you open the window. In addition to the steps provided by my colleague above, I recommend seeking advice from a professional accountant on this matter. They can review your financial records and suggest the best way to record the transfer based on your business requirements. If you do not have an accountant, you can find one in our Resource Center. Don't worry, we've got you covered!

I'm also adding these helpful modules you can browse about how to adjust your sales tax due if you use automated sales tax, also how to keep track of your state's tax laws to accurately calculate sales tax and returns in QuickBooks Online: 

• Create or delete a sales tax adjustment in QuickBooks Online
• Set up where you collect sales tax in QuickBooks Online

Fill me in if you need more guidance in recording sales tax payment in QuickBooks Online. I'm always ready to back you up. Take the best care!

I am sorry but I have not had this issue for long time.  This was working up until last month that I used it to record Pre-payment#1.

I read your statements few times and I still dont understand your logic.

My taxes due are accumulated as liabilities and every payment ( whether prepayment or the final payment for every quarter goes against the liablitiy ( brings it down) , and that is very very simple to me.

Why do I have to expense it, I have no clue. every time I used to enter prepayment, it would cut down on my total tax liability so it was always accurate to the minute.

I dont have Sales tax account in my income statement, I have sales tax account in the balance sheet.

This has been working for us for years, so why this change without any notice from QB , is beyond my imagination.

Hello, Marjan.

This isn't the kind of service we want you to experience. I may haven't personally experienced what you've gone through but know that you have the right to be heard, and I'm here listening to you.

As of now, I recommend reaching out to QuickBooks support to address this discrepancy and seek clarification on why this change has occurred without prior notice, as it seems to contradict the established process that has been successful for your business over the years. 

To reach our support team, you can follow these steps:

1. In your QuickBooks Online account, go to the Help menu.
2. Hover to the Search tab, then click Contact Us.
3. Type in a short description of your issue and concern in the box provided.
4. Click Continue.
5. Select the Chat or Callback option.

Additionally, you can visit this article to generate a summary of your taxable and non-taxable sales, plus the total sales tax you collected from customers: Run the Sales Tax Liability report

If you have further questions about pre-payments, you can comment below, and we'll respond to you as soon as possible.

I don't know if this will help but I had the same issue with the CA sales tax record payment button missing.  The CA department of revenue switched our business from annual to quarterly this year, and I had to go into the settings for CA in the Sales Tax Center and make that same change.  Once I did that the record payment button for the 1st qtr of 2024 appeared and everything worked.