Taxes

This isn't the kind of service we want you to experience, hendersonlock.

Let me make it up to you and ensure you're able to know why the sales tax amount doesn't match with the Sale Tax Liability report.

The first thing you can check is the Sales Tax Payable account. QuickBooks sets up this special account and won't let you delete it.

When troubleshooting sales tax issues, start from the beginning by checking your sales tax preferences, sales tax items and sales tax groups to be sure they are set up correctly.

You can follow these solutions on how to fix the issue:

Solution 1: Ensure the dates 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 QuickBooks Reports menu.
2. Select Vendors & Payables, then Sales Tax Liability.
3. Delete the From date.
4. Ensure the To date on the report matches the date in Show sales tax due through box on the Pay Sales Tax window.
   
   

Solution 2: Ensure your Preference is correct

Your Sales Tax Preference controls the basis of the Pay Sales Tax window, but you can change the basis of your Sales Tax Liability Report (STLR). Ensure the basis are the same.

1. Go to QuickBooks Edit menu.
2. Pick Preferences, then Sales Tax.
3. On the Company Preferences tab, note the selected basis in the When do you owe sales tax? box.
   • As of invoice date - Accrual basis
   • Upon receipt of payment - Cash basis.
4. Ensure your STLR basis matches the preference. If not, change the report basis.
   
   

Solution 3: Audit the Sales Tax Payable Account

1. In the STLR, quickzoom (double click) the amount in the Sales Tax Payable as column.
2. Look for sales tax payments, journal entries, adjustments or regular checks (paying sales tax liability) and check the transactions dates.
3. The dates on these transactions impact the numbers on the STLR.
4. Either adjust the date of these transactions or adjust the ending date of the Sales Tax liability report to include or exclude applicable sales tax payments, journal entries, adjustments or checks.
   
   

I'm adding these links for future guide:

• Pay sales tax
• Sales Tax Liability Report: Total sales is different from total income.
  
  

Let me know if you need additional information by commenting below. I'll be right here whenever you have follow-up questions about your STLR.