Record, Delete, or Edit a Sales Tax Payment in QuickBooks Online

by James Antonio

Tax center on QuickBooks is an amazing tool that helps you with everything which comes under handling various taxes. From running reports for tax liabilities to recording or editing tax payments, literally, everything is possible on QuickBooks.

Record, Delete, or Edit a Sales Tax Payment in QuickBooks Online

This article will guide you step wise on how to record, delete or edit sales tax payments on QuickBooks.

About Recording, Deleting, or Editing Sales Tax Payment in QuickBooks Online

At the time of collection of sales tax from your customers, as tax agencies, you will be requiring to convert those collections into payments made over them.

QuickBooks Online Sales Tax Center enables you in super easy methods to successfully track each tax jurisdiction, sales tax liabilities that are collected, completed tax payment transactions, and even tracking the balances which are due.

Why do you need to Record, Delete or Edit Sales Tax Payment on QuickBooks Online?

For all your taxable transactions, the sales tax center tool on QuickBooks helps you in recording each and every sales tax payment under one single platform.

Further to your respective needs, you can see how much sales tax has been owed in a current month, quarter, or for an annual term. Accordingly, you can also adjust the specified period for which you need to adjust the accounting based on accrual or cash.

How to Record, Delete, or Edit a Sales Tax Payment in QuickBooks Online?

This article would give you a detailed idea on recording, deleting, and editing sales tax payments in QuickBooks Online.

Reviewing Tax Reports

To begin with, the first one is reviewing tax reports for fetching tax liability reports. The steps involved for the same is as follows:

Step 1: Visit the Taxes Menu.

Step 2: Choose View Report.

This will help you to view tax owed and taxable amounts of sales. Now, if you wish to locate all tax payments, here’s what you need to do simply:

Step 1: Visit the Taxes Menu.

Step 2: Click on Recent Tax Payments and choose View All.

You can also choose for adjusting the data range or just hit on Customise to do refinements on the report.

The next in this section would help you to understand how to manage tax payments in QuickBooks Online.

The first one of which is recording tax payments and the following steps will detail out how to execute the same in QuickBooks Online.

Editing Tax Payments

Unfortunately, on QuickBooks Online, you cannot edit tax payments. If you wish to do so, you would be needing to delete the payment and start recording a new one.

To either delete or record tax payments, the following section would resolve your concerns.

Recording Tax Payments

Step 1: Visit the Taxes Menu.

Step 2: Under the tax Owed list, choose the tax agency for which you would be recording the payment and highlight the same.

Step 3: Choose Record Payment.

Step 4: Under Bank Account, choose the respective account from which you have been doing the payments from.

Step 5: Choose the dates of the payment along with tax ending tax period ending dates.

Step 6: Input the tax payment figures in the specified Tax Payment field.

Step 7: Once you are ready, choose Record Tax Payment.

Step 8: For printing check of the payment purpose, tick the Print a Check checkbox and tap on Record Payment and Print Check.

Deleting Tax Payments

For deleting tax payments, there are two aspects to it; the first one is to have a choice of deleting tax payments while the next one is about deleting sales tax payments.

Let’s have a look at the steps involved in deleting tax payments:

Step 1: Visit the Taxes Menu.

Step 2: Locate the payment and highlight the same which you wish to delete.

Step 3: Hit on Delete Payment and confirm Yes.

If you wish to hop on for deleting a sales tax payment, the following steps must be taken into consideration:

Step 1: Visit the Taxes Menu.

Step 2: Locate the payment and highlight the same which you wish to delete.

Step 3: Hit on Delete Payment and confirm Yes.

Using QuickBooks Online for some time now, the above-mentioned steps must not be hard enough to grasp and apply. However, for the newbies as well, this article will be able to guide you effectively on how to record, delete or edit sales tax payments on QuickBooks Online.


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Can there be any errors faced while Deleting Tax Payments on QuickBooks Online?

While deleting tax payments on QuickBooks Online, it is likely to face the most common error that states:

“An error occurred during deleting the transaction: We’re sorry, we are unable to delete filed tax right now. Please try again later.”

To resolve this, the following steps might be helpful:

Tap on the gear icon located on the top right and choose Company Settings.
Locate Advanced on the menu placed on the left and hit the pencil icon.
Unmark Close the books box.

What is Adjust a Tax payment on QuickBooks Online and when should I use it?

There might be times when you would be needing to make a suitable adjustment to your tax payments. To do this, you need to choose and check the Make Adjustment box while you are recording a tax payment.

This is mostly to be used when you want to increase or decrease the amount of tax owed for particulars like discounts, interest, credits, penalties, or if you need to correct rounding errors.

Why am I still seeing the Deleted Tax Payments on QuickBooks Online?

On QuickBooks Online, after you have finished deleting a tax payment, the page cannot auto-refresh itself with the latest deleted action change. You need to leave the current page and revisit the Taxes menu where you would be able to locate the tax payment that you have deleted are not appearing anymore.

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Frequently Asked Questions

 
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You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


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To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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