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QuickBooks Team

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Thank you for reaching out to us here on the Community page, @clancyfort.

 

I found the steps that can help you record sales tax amount manually.

 

You can create a sales tax item and use it on your sales transactions. Using this method, you won't be able to pay sales tax through the Sales Tax Center since it uses a special liability account that can't link to products and services.

 

First, create an Other Liability account:

 

  1. Go to the Gear icon at the top, then Chart of Accounts.
  2. In the Chart of Accounts, select the New button.
  3. From the Account Type drop-down, choose Other Current Liabilities.
  4. In the Name field, enter Sales Tax Payable – Manual Adjustment.
  5. Select Save and close.

Then, create a Sales Tax item:

 

  1. From the Gear icon, select Products and Services.
  2. In the Products and Services page, select New.
  3. Select Non-Inventory or Service for Item Type.
  4. Enter Sales Tax in the Name and Description fields.
  5. Leave the Sales price/rate field blank.
  6. In the Income account field, choose the Other Current Liability account created.
  7. Make sure the Is taxable box is unchecked.
  8. Select Save and close.

Lastly, add the item to your sales transactions:

 

  1. Create the invoice or sales receipt as usual.
  2. Add the sales tax item created.
  3. Manually enter the amount for the Sales Tax line item.
  4. Select Save and close.

For additional reference about this action, check out this article: Enter sales tax amount manually.

 

On the other hand, I also encourage consulting your state agency for other ways and steps that can help you record or set-up the sales tax accordingly.

 

Post again if you have any other questions. I'm more than happy to help. Have a great weekend!

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