Hi accounting-oilci,
Welcome to Community! QuickBooks Online has the features you need, to complete your daily bookkeeping tasks with confidence. Unfiling a tax return can be accomplished in a timely fashion. I'd be glad to help!
The option to unfile sales tax is available in QuickBooks Online Accountant. Before proceeding it's highly recommended that you print any exceptions, so you have them for your records. When you unfile sales tax, the exceptions will become regular transactions for the periods they were recorded in. Follow these steps to review the exceptions;
1. From the left menu, select Taxes, then Sales tax
2. Click on the tax agency
3. Open the Filings tab
4. In the Action dropdown, select View exception details. This will give you the line-by-line, transaction-by-transaction detail for your exceptions.
When you're ready, here's how to unfile sales tax:
1. Open Taxes, then Sales Tax
2. Select the Returns tab
3 Locate the sales tax filing that you'd like to unfile
4. In the Action column, open the drop down menu and choose Undo
- A window will appear asking Are you sure you want to go back? Review the information displayed and select Undo filing.
- A notification will appear next to your open filing, highlighting the date that the return was reopened.
Note; To unfile a historic filing, you'll need to unfile in reverse date order to reach the desired filing.
Please don't hesitate to reach out again, of other questions come to mind. We are here for you!
