Sales Tax Liability Report Incorrect (if using Shopify and QB)

Managing liability accounts can certainly be challenging, particularly when usual methods such as categorizing bank transactions or utilizing the Sales Tax section aren't working as expected, Dalma3. I’m here to help navigate you toward the right support to resolve your concerns quickly and efficiently.

We can ensure proper integration between the two platforms and regularly review the tax settings to correct the sales tax liability report. Allow me to route you to our customer care team. They have the tools to check your account in a safe environment and provide reliable information.

To proceed, please follow the steps below:

1. In your QBO account, select Help (?).
2. Choose the Search tab. You can also directly select Contact Us.
3. At the bottom of your screen, click Contact Us.
4. Type your concern. Then click Continue.
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6. Kindly fill out the provided fields, such as your First name, Last name, Email address, and Phone number.
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 Support hours for Simple Start, Essentials, and Plus subscription are available from 6 AM to 6 PM PT, Monday to Friday. On Saturdays, 6 AM to 3PM PT. For Advanced users can access support any time.

Additionally, QuickBooks offers a selection of payroll reports. It will allow you to see your employee's total earnings, deductions, and tax details over time. 

I appreciate you taking the time to share your query in the Community forum. Should you have further concerns about managing your sales tax with Shopify or need assistance handling your transactions and reports, please tag me in the comments. Rest assured, I'll provide prompt assistance.

Why are you referring to payroll tax reports when the OP is clearly asking about SALES tax? I have this same issue... tax for Shopify transactions is accumulating in a different payable account and did not appear in the report I usually use from Quickbooks to complete my company's sales tax return. So, today I discovered the issue and realized we have underpaid sales tax significantly for 2024. 

Why are you referring to payroll tax reports when the OP is clearly asking about SALES tax? I have this same issue... tax for Shopify transactions is accumulating in a different payable account and did not appear in the report I usually use from Quickbooks to complete my company's sales tax return. So, today I discovered the issue and realized we have underpaid sales tax significantly for 2024. 

The amount accumulated in a separate payable account in tax for Shopify transactions depends on the mapping you set up, Calbacreek. Let's double-check the mapping first and categorize it correctly.

The potential problems like incorrect account mapping and glitches, can cause sales tax from Shopify to accumulate in a separate payable account, one that doesn't appear in your usual QuickBooks reports. As a result, users have reported underpaying sales tax and difficulty clearing payables.

Here's how to edit sales tax:

1. Go to Taxes, then select Sales tax. 
2. Under the Related Tasks list on the right, select Add/edit tax rates and agencies.
3. Choose the rate that you want to change, then select Edit.
4. Enter the new rate. You can also change the agency name.
5. Select Save.

If transactions are recorded in the wrong agency payable account, we can create a journal entry to correct it. Also, you can do sales tax adjustment for the underpaid. I highly suggest contacting your accountant for assistance. 

Moreover, I'll drop these articles that can give additional detailed instructions in setting up your sales tax and categorizing transactions:

• Set up your sales tax in QuickBooks Online. 
• How to categorize commerce transactions in QuickBooks Online.

It's important to verify that your tax configurations and allocations are precise and properly aligned with the relevant sales tax payable account in QuickBooks. Do you still need assistance in correcting your sales tax? Don't hesitate to go back on this thread. The Community team is at your service.