Fix Sales Tax Liability Report and Pay Sales Tax Not Match Issue

Regarded to be one of the most paths breaking software for managing financial requisites of a business, QuickBooks is a […]

Voiced by Amazon Polly

Regarded to be one of the most paths breaking software for managing financial requisites of a business, QuickBooks is a familiar name for countless firms, accountants and business owners beyond boundaries.

From taking care of the basics to sorting the complex actions, QuickBooks gets the majority of the tasks done for you. However, at times, while working during the course of activities on QuickBooks you might face a few typical issues.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

These issues can crop out for reasons that you can, fortunately, identify and resolve. One such issue faced with respect to sales tax is the data discrepancy between the Sales Tax Liability Report and Pay Sales Tax.

Solution Steps to Fix Sales Tax Liability Report and Pay Sales Tax Not Match Issue

There might be a few potential reasons why this issue takes place in the first place. But you have nothing to worry about since you are already on the correct site to find not just one solution but multiple solutions to fix this issue.

Scroll to the next sections for understanding various possible solutions to resolve data not matching between sales tax liability reports and pay sales tax.

SOLUTION 1: Checking if the Dates are Matching or Not

The first solution to start with would be checking if the dates are matching or not. To do this, you need to verify the ending date on the Sales Tax Liability Report and match it with the date reflected on the Show sales tax due field.

Below-mentioned steps are how you would proceed:

Step 1: Visit the QuickBooks Reports menu.

Step 2: Tap on Vendors & Payables and click on Sales Tax Liability.

Step 3: You would find the from date; delete it.

Step 4: Via the Pay Sales Tax window, make sure to verify the to date which is present on the report and matches with the date present in the Show sales tax due through box.

SOLUTION 2: Checking Your Preference to Insert Correctly

If the first solution did not work for you, or you have already tried that earlier, then try to implement this solution which specifies checking your Preference to insert correctly.

The preferences you have set for the Sales Tax Preference directly influence the basis of the Pay Sales Tax window. However, you have the flexibility to change the Sales Tax Liability Report.

Follow the steps to execute this action of changing the Sales Tax Liability Report:

Step 1: Visit QuickBooks Edit Menu.

Step 2: Choose Preferences and tap on Sales Tax.

Step 3: Find the selected basis on the When do you owe sales tax? Box. You would find this on the Company Preferences tab. It might be based on:

  • Accrual basis which is As of invoice date.
  • Cash basis which is Upon receipt of payment.

Step 4: Make sure that the basis you have chosen for your Sales Tax Liability Report is matching with your preference. In case, they are not matching, you need to change the report basis.

SOLUTION 3: Auditing the Sales Tax Payable Account

If both the above-mentioned solutions of matching the dates and verifying preferences do not resolve the data discrepancy issue between the Sales Tax Liability Report and Pay Sales Tax, then you need to try auditing the Sales Tax Payable Account.

Step 1: Go to the Sales Tax Payable column, and double-click on the amount in the Sales Tax Liability Report.

Step 2: Locate journal entries, sales tax payments, transactions dates, adjustments or regular checks.

The dates you would find on these respective transactions make an impact on the numbers which are present on the Sales Tax Liability Report.

Step 3: You need to include or exclude applicable journal entries, sales tax payments, transactions dates, adjustments or regular checks.

To do so, either modify the date of these transactions or choose to balance the ending date which is of the Sales Tax liability report.

Better than what it has been like while scouting solutions for data not matching between sales tax liability report and pay sales tax issue? Hopefully, the journey from the first solution to the third one was a fruitful ride for you.

Apart from the above-mentioned solutions, you can try some of the troubleshooting tips as well. Few of them are located in the FAQ section of this article so don’t forget to take a quick glance over them too.

Beyond this, if you still feel the need for more information or queries addressed, jump on a call with the experts who can assist you effectively.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What can be Understood as the Root Cause for the Sales Tax Liability Report and Pay Sales Tax not matching issue?

There can be multiple reasons behind the tax due amounts difference between the Sales Tax Liability Report and Pay Sales Tax not matching. However, two key locators for this issue to arise are:

Inconsistent Date Ranges
Inconsistent Report Basis

Can I Resolve the Sales Tax Liability Report and Pay Sales Tax Not Match issue with a Quick Troubleshooting tip?

Yes! You can try a simple troubleshooting tip to check if the tax due amount data difference between the Sales Tax Liability Report and Pay Sales Tax is getting fixed.

Start by checking on the Sales Tax Payable account. At times, QuickBooks automatically set up this account and considers it special thereby restricting you to delete it.

You can choose to rename this account. One thing to note in this regard is that no matter whatever name you decide to give it, QuickBooks continues to record all Sales Tax transactions under this account.

Can future-dated Transactions Trigger to Cause the issue of Tax Data not Matching Between the Sales Tax Liability Report and Pay Sales Window?

Yes, future-dated transactions can be convicted of being guilty of causing the Sales Tax Liability Report and Pay Sales Tax not to match the issue.

At times, you would spot the Sales Tax window reflecting a lower amount than the Sales Tax Payable column which is of the Sales Tax Liability Report.

This is primarily because of the Pay Sales Tax window which shows some future transactions.

To check up on this and avoid the same, set the respective Sales Tax Liability Report to All Dates. Once done, make sure to go back and check if it is matching with the Pay Sales Tax window.

Under a few Troubleshooting Tips I have Read that Sub-Accounts Should not be Created Under the Sales Tax Liability account. Is this true?

That is correct. You should never consider creating sub-accounts that should not be created under the Sales Tax Liability account.

This would help you to avoid the Sales Tax Liability Report and Pay Sales Tax not matching issue.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

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.

Error Free

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

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

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


How can I Import in Dancing Numbers?

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.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot 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.


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.

Get Support

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.

Call Now+1-347-428-6831
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top