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Level 2

Sales Tax Payments in Desktop Version

I use the Desktop version. My state requires me to pay Sales Tax Semi-Annually but Quickbooks does not offer this frequency in the software. I am looking for a work around as to how best handle this. I can customize my Liability report to be Semi Annually to file my return but when it comes to making the Payment it's not picking up the right amounts. Also QB's doesn't seem to have a proper way to handle discounts on payments. How do others handle this? I have many counties that I pay Sales Tax for. Looking for ideas as how to handle. Thanks

5 Comments
QuickBooks Team

Sales Tax Payments in Desktop Version

Hi there, 921067923468521

 

I can share some tips in handling your tax payments.

 

While the semi-annual pay frequency is unavailable in the program, you'll want to consider manually paying your tax outside QuickBooks Desktop. You can customize the Sales Tax Liability report to show the information that you need when filling out your state/provincial sales tax forms. Here's how:

 

  1. Select Reports from the top menu bar.

  2. Go to Vendors & Payables.

  3. Choose Sales Tax Liability.

  4. Adjust the dates to match your filing frequency.

After paying the taxes, you can enter the payment as a regular check in QuickBooks. Just make sure to link it to the account you used in tracking your sales tax to avoid errors in your bookkeeping and sales tax reports.

 

With regards to the issue about the discount, can you provide additional details about this? This way, I'll be able to give you accurate answers. Additionally, here's an article that you can read to learn how to troubleshoot unexpected results you may encounter while managing your sales tax: Fix common sales tax issues.

 

Do let me know if you've any other questions by dropping a comment below. I'll be right here to keep helping.

 

Level 2

Sales Tax Payments in Desktop Version

Regarding the discount I am not sure why my state does this but when I go to pay the Sales Tax via my states Gateway I do it electronically after I complete the return online. Let's say my overall tax liability is $600.00 based on what I withheld. The state comes back and discounts it by $4.00, so my payment is only $596.00.

I am familiar with using the check feature for the payment which I make via an electronic payment. My concern was if I do the payment this way behind the scenes in QB's it doesn't reduce the Tax Liability amounts for that semi annual period. When I prepare my tax return for the sales tax I have about 15 different counties that I withhold taxes for and then pay them. The discount is not tied to a specific county in my state but rather a discount on the total so from a behind the scenes perspective I wasn't sure how to handle.

Thank you

QuickBooks Team

Sales Tax Payments in Desktop Version

Thank you for the additional information, @921067923468521.

 

I want to make sure that this issue will be taken care of. I recommend getting in touch with our phone support. They have the proper tools to identify what’s causing this issue.

 

Here’s how:

 

1. log in to your QuickBooks Desktop and click the Help tab.

2. Select QuickBooks Desktop Help.

3. In the Have a Question window, click the Contact Us link.

4. Then, select any topics.

5. Under Here's how to connect with a QuickBooks expert section, click the Get Phone Number button.

 

 

Please review our support hours to ensure your issue gets addressed right away.

 

You can always leave your comment below if you have any other questions. Have a nice day!

Level 2

Sales Tax Payments in Desktop Version

I actually reached out to QB's support before I posted my issue on this forum but unfortunately they were not able to help. They didn't know why "Semi-Annual" wasn't an option on Quickbooks as a payment frequency. They were also not able to offer any work around for the problem. And they were not able to help with how to handle or account for payment "discounts" offered by my state. They also could not assist with how to account for the Sales Liability if I recorded my payment with my state thru the Write Check function, so that it would reduce the tax liability related to the payment. They did say they would recommend to the Quickbooks developers to add Semi Annual as a payment frequency.

Moderator

Sales Tax Payments in Desktop Version

Hello @921067923468521,

 

You can write a check to enter the sales tax payment filed directly to your state agency. Let me show you how.

  1. Go to Banking.
  2. Select Write Checks.
  3. On the PAY TO THE ORDER Of field, select your sales tax agency.
  4. Under Expenses, select your sales tax liability account.
  5. Enter the payment amount.
  6. Click Save & Close.

Meanwhile, I'd recommend contacting your accountant for guidance in handling the discount you received after filing your return. If you haven't yet, here's a useful link so you can find one near you: Find an accountant or bookkeeper.

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Collect taxes for certain goods and services you offer.

 

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

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