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gayle1947
Level 1

Sales Tax Liability

This is the second quarter in a row when the third month in the quarter doesn't reflect it's totals in the Sales Tax Liability Report.  Last quarter, I put filing on hold for a couple weeks and when I came back all the totals were reflected.  It's happening again.  The report has totals for October and November, but December's invoices aren't in the totals.  I have reviewed all invoices and everything seems to be entered correctly.  What's happening.  Any suggestions?

3 Comments
Angelyn_T
QuickBooks Team

Sales Tax Liability

Hi there, @gayle1947.

 

When the Sales Tax Liability Report and Pay Sales Tax window show different tax due amounts, they may not have they same date ranges and/or report basis.

 

To fix the issue, you may perform one or all of the following solutions:

  • Ensure the dates match
  • Ensure your Preference is correct
  • Audit the Sales Tax Payable Account
  • Check for future-dated transactions
  • Other Troubleshooting Tips

To ensure the date match, check the Sales Tax Liability Report ending date and make sure it matches the date in Show sales tax due field:

  1. Go to Reports at the top menu bar.
  2. Select Vendors & Payables.
  3. Click on Sales Tax Liability.
  4. Delete the From date.
  5. Ensure the To date on the report matches the date in Show sales tax due through box on the Pay Sales Tax window.

Your Sales Tax Preference controls the basis of the Pay Sales Tax window, but you can also change the basis of your report. To ensure your preference is correct, ensure the basis are the same.

  1. Go to Edit.
  2. Select Preferences.
  3. Click on Sales Tax.
  4. On the Company Preferences tab, note the selected basis in the When do you owe sales tax? box. (As of the invoice date - Accrual basis, Upon receipt of payment - Cash basis)
  5. Ensure your report basis matches the preference. If not, change the report basis.

For additional steps and fix, you may check this article: Sales Tax Liability Report and Pay Sales Tax window do not match.

 

Keep us posted with the result by adding a comment below, we're just a post away. Have a great day ahead!

gayle1947
Level 1

Sales Tax Liability

I had already check items suggested below and still report is no different.  Still not including the December invoices.  Yes they have December 2018 date range on the invoices.  

BettyJaneB
QuickBooks Team

Sales Tax Liability

Hi there, @gayle1947.

 

Thanks for reaching back out to us. Let's get this sales tax liability issue sorted out and get you back to business. 

 

Since you already verified the information suggested by my peer Angelyn_T, let's go ahead and try running the verify and rebuild process. This can help resolve data-related issues like this. 

 

Here's how:

  1. Click on File at the top menu bar.
  2. Select on Utilities.
  3. Click on Rebuild Data.
  4. Select OK when you see Rebuild has completed.

Once done, you can proceed with verifying the data:

  1. Click on File.
  2. Select on Utilities.
  3. Click on Verify Data.
  4. If you see QuickBooks detected no problem with your data, select OK. You may continue using your company file.

For detailed steps about this process, please refer to this article: Resolve data damage on your company file.

 

However, if the issue persists after trying these steps, I'd recommend giving our Customer Care Team a call. This way they'll be able to check on your transactions and verify what's causing the issue.

 

To reach them: 

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Select the issue or topic.
  4. Click the Green Phone button to see the support number.

Please know that the Community has your back should you have any questions. Have a great day!

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