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corrinel
Level 2

Sales Tax Center

I paid quarterly PA sales tax in July and inadvertently did not pay it through the Sales Tax Center. I just entered the transaction into the register. I am now paying quarterly taxes again, and the Sales Tax Center says that my liability is double from what it should be because of my mistake. 

 

Is there a way to reduce the Sales Tax Center liability without touching the financials?

 

Thank you!!

Solved
Best answer October 08, 2020

Best Answers
FritzF
Moderator

Sales Tax Center

Thanks for getting back to us, @corrinel.

 

Since the books are closed for that specific period, you can go ahead and process a Sales Tax adjustment to correct the amount. The steps to do this are pretty quick and easy.

 

Here's how:

 

  1. In QuickBooks Desktop (QBDT), go back to the Vendors menu at the top to get to the Sales Tax and Adjust Sales Tax Due
  2. In the Sales Tax Adjustment window, enter the adjustment date, sales tax vendor, adjustment account, and other necessary information.
  3. Choose the Reduce Sales Tax by in the Adjustment section then enter the amount.
  4. Hit OK to complete. 

 

There are also other reasons why you need to adjust your sales tax liability. For more information, check out this article: Process sales tax adjustment.

 

After that, you can now pay your current due. I recommend visiting this article for future reference: Pay sales tax.

 

Please let me know if you have any other questions or concerns in the comment section below. I'll be here to assist. Have a wonderful day!

View solution in original post

12 Comments
Kristine Mae
QuickBooks Team

Sales Tax Center

Let me help you sort this out, Corrinel.

 

You'll have to pay the liability through the sales tax center and delete the transaction created in the register. The process will lessen the amount due.

 

First, open the transaction in the register and delete it.

 

Then, pay the liability in the sales tax center. Here's how:

  1. Click Vendors.
  2. Go to Sales Tax.
  3. Select Pay Sales Tax.
  4. Select the Check Date and Show sales tax due through date (previous quarter).
  5. Check the box beside sales tax item to select the liability you'll want to pay.
  6. Select the bank under Pay From Account, and ensure the check number is correct.
  7. Click OK

For more information, you can go over this article: Pay sales tax.

 

If there's anything else that you need, please don't hesitate to reach out to us again. We're just around to help you.

corrinel
Level 2

Sales Tax Center

Thanks SO much for this response, Kristine.

Our corporate office does not want me changing any of the financials as the books are closed for July. Do you know of a way this correction can be done by adjusting the Sales Tax Center instead of deleting the entry and re-adding it?

FritzF
Moderator

Sales Tax Center

Thanks for getting back to us, @corrinel.

 

Since the books are closed for that specific period, you can go ahead and process a Sales Tax adjustment to correct the amount. The steps to do this are pretty quick and easy.

 

Here's how:

 

  1. In QuickBooks Desktop (QBDT), go back to the Vendors menu at the top to get to the Sales Tax and Adjust Sales Tax Due
  2. In the Sales Tax Adjustment window, enter the adjustment date, sales tax vendor, adjustment account, and other necessary information.
  3. Choose the Reduce Sales Tax by in the Adjustment section then enter the amount.
  4. Hit OK to complete. 

 

There are also other reasons why you need to adjust your sales tax liability. For more information, check out this article: Process sales tax adjustment.

 

After that, you can now pay your current due. I recommend visiting this article for future reference: Pay sales tax.

 

Please let me know if you have any other questions or concerns in the comment section below. I'll be here to assist. Have a wonderful day!

View solution in original post

corrinel
Level 2

Sales Tax Center

Thanks so much, FritzF!

Blusoul
Level 1

Sales Tax Center

Are there also instructions on how to do this in the online version? I have been on with tech support for 3 hours and they haven’t been able to help me.

JonpriL
Moderator

Sales Tax Center

Hello @Blusoul,

 

There are two sets of steps you'll need to take in creating an adjustment for your sales tax in QuickBooks Online. Let me show you how.
 

Create an adjustment account:

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Click New.
  4. Under Account Type, select Income or Expense.
    • Income - if you wish to decrease your sales tax due
    • Expense - if you need to increase your sales tax due
  5. On the Detail Type menu, select:
    • Income - use Sales of Product Income
    • Expense - use Taxes paid 
  6. Enter the name of your new account. Say Sales Tax Adjustment.
  7. Click Save and Close.

Create an adjustment:

  1. Go to Taxes.
  2. Select Sales Tax.
  3. On the list of returns, select the one you wish to create an adjustment with.
  4. Under ACTION, select View return.
  5. Select Add an adjustment.
  6. Enter a reason for the adjustment you created.
  7. Choose the recently created account.
  8. Type in the amount of the adjustment.
  9. Click Add.

Additionally, I've got you this helpful article for guidance in preparation for the 2020 tax season: QuickBooks Online Year-end Checklist.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a helping hand.

JerryTuff
Level 2

Sales Tax Center

I am an owner, my sales tax is set up, I can charge sales tax on invoices through browser version and through my quickbooks online app on my IPad. 

 

However my problem is I have 2 employees that can only charge tax through the browser version and not the quickbooks online app. (This is with they're individual sign in to my company) 

 

Why does my online app work correctly and theirs does not?

Rubielyn_J
QuickBooks Team

Sales Tax Center

I'd be glad to guide you on how your employee can charge tax in the QuickBooks Online app, @JerryTuff.

 

We can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed pages, thus causing some unusual responses. In this case, let your employees clear the apps cache files. Doing so helps in fixing any sorts of errors in the system. Here’s how:

 

  1. Sign in to the account.
  2. Click the Help menu at the top of the screen.
  3. Select the Rest App Data option on the drop-down selection.

 

If they get the same result, uninstall and reinstall the QuickBooks Online app. This is to ensure they get the most recent version of the application. 

 

For more information, feel free to check out this article: Troubleshooting Quick-Start Guide for the QuickBooks Online app.

 

Here's a great source that you can visit to help you more manage sales tax in QBO: Sales tax in QuickBooks Online.

 

Let me know how this goes and drop a comment below. I'll make sure to get back to you right away. Have a nice day.

JerryTuff
Level 2

Sales Tax Center

Love how this says resolved and was absolutely not resolved. Our first month with Quickbooks Online has been hours of wasted time and lots of frustration. Again and Again I'm telling you in the APP only the master admin can charge sales tax, no Admins, no standard users etc. I'm paying for Quickbooks online plus, and payroll premium. I have employees traveling all over my state trying to invoice customers with new IPads that I just purchased can't charge sales tax, how handy is that?? Was in belief that QBO would really help our business. Hasn't been anything but frustration.

Candice C
QuickBooks Team

Sales Tax Center

Good morning, @JerryTuff

 

Thanks for reaching back out to the Community and adding some extra clarification on this sales tax problem. This isn't the impression I want to leave you with. It's my priority that you're able to get the information you need to get a better understanding of why two of your employees can't charge sales tax in the QuickBooks Online Mobile app. 

 

First, let's ensure that your employee's QuickBooks Online Mobile app is updated to the latest version on their iPads. If not, they'll need to go to the app store and update it. 

 

Let's go through the steps on how to charge sales tax on an invoice to ensure we're doing the correct steps so that we can get this fixed. Here's how: 

 

  1. Go to the Home icon at the bottom of the screen. (Make sure you're on the dashboard tab) 
  2. Tap the Invoice option. 

 

 

       3. Enter all required information and then scroll down until you see the Tax field and hit it. 

 

 

       4. From there, you'll be able to choose the tax rate needed for this transaction. 

 

 

       5. Once you're done, press the Save button. 

 

 

In addition, here's a guide on adding or editing sales tax rates for the mobile app that might come in handy in the future. Learn more about user types and permissions through this link to see what your employees can and can't do in your QuickBooks Online account. 

 

Let me know if this helps. If you have any trouble along the way, don't hesitate to ask. I want to make sure that you get the answers you need so that can you run your business successfully using QuickBooks. I'm always here to lend a helping hand. I'll be waiting for your response. 

JerryTuff
Level 2

Sales Tax Center

Did all these things multiple times in the quickbooks online app "Only the Master Admin" can charge sales tax on an invoice. Shouldn't be that big of a deal for the engineers to fix and they know the problem is real. If Admins, employees, etc. switch to browser version it works for them, but not in the APP. However in the field the APP is a little easier to use with our IPads, but it's a real pain to go in the APP create an invoice, get out of the APP switch to browser version see the math on the sales tax. Browser then applies the sales tax, then we have to switch back to the APP to capture a signature. If you could capture a signature in browser version we would just use the slower navigation without all the switching back and forth. This is however a real pain when time is money. 

Candice C
QuickBooks Team

Sales Tax Center

Hey there, @JerryTuff

 

I appreciate the information that you've given me about charging sales tax on invoices within the QuickBooks Online (QBO) mobile app. 

 

I see that you asked the same question in another thread. My colleague did provide you with some helpful info to fix this problem. I recommend going to the thread and reviewing it. Here's the link so you won't get confused. 

 

In addition, you can check out our tutorials page to see other available feature in your QBO account. 

 

Let me know how it goes. If you have any other questions or concerns, you can reach back out here on this thread or the other. I'm only a few clicks away if you need me. Take care! 

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