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nikita-opensourc
January 21, 2022
Question

How can I delete exceptions from the GST exception report.These invoices are from a prior period when we were not using Quickbooks?I deleted the invoice,still shows diff

  • January 21, 2022
  • 1 reply
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1 reply

Rubielyn_J
Rubielyn_J
January 22, 2022

Let me provide some information about Exceptions in QuickBooks, @nikita-opensourc.

 

When preparing GST/Tax returns, you may see a column titled Exception Amount. This column show transactions you have previously filed for, but have since changed, deleted, or even added. 

 

If it shows a difference, you can make the necessary adjustments. Before doing so, make sure to consult an accountant. This is to ensure that your books are accurate and balanced. 

 

Additionally, you can always run any customer reports to track all the data you've entered into the system. Then customise it to show specific information. For more details about personalising your statement, you may consider checking out this article: Run reports in QBO. 

 

Keep in touch if you have other questions about exceptions in QuickBooks. I'll be happy to help you. Have a good day!

 

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nikita-opensourcAuthor
January 22, 2022

Hi Rubeilyn_J,

 

Thank you for your reply. I understand that these exceptions pull from previously entered Invoice. What I don't understand is that since the invoice is deleted, why does it come in the exception report. If its deleted, it shouldn't be in the records. I am preparing return for Oct-Dec 2021 and i see exceptions from 2019 and 2020 invoices.

Btw, since we transitioned to QBO in 2020, our 2019 ending data was entered by QB team,and they did not select the GST code to respective invoices ( Accounts Receivables) and rather entered them as Out of scope of GST. We later understood when we saw exception in our last quarter GST summary. Is there a way to delete these unwanted invoices totally from QB.

Please let me know how can we proceed with this.

Thank you!

MichelleBh
MichelleBh
January 22, 2022

I want to fix this exception issue you've encountered, @nikita-opensourc. Happy to provide explanations and troubleshooting steps. 

 

I'll explain some details about your 2019/2020 deleted invoices that show in your 2021 GST Exception Report in QuickBooks Online. This way, I can guide you accordingly. 

 

Once past transactions are removed, they'll not appear on the report. But because one of our officers put the old invoices back into the system, that's why they showed up again. To totally remove these data in QuickBooks, let's re-delete them by running the GST Exception Report. 

 

Here's how: 

  1. Go to the GST/Tax Centre and find the tax for which you are filing. 
  2. Select the Exception Detail report from the Run reports or View summary dropdown. 
  3. Double-click the appropriate invoices and hit More. 
  4. Pick Delete.
  5. Repeat the steps for other invoices. 

 

Once done, log out and log in to your account to refresh the data. Then, re-run the report to verify if it's functioning adequately. For more information, see this link: GST/Tax Exception Detail Report.

 

Feel free to visit these articles below to learn more about recurring transactions, file return, and how QuickBooks calculate GST.

 

 

Drop a comment below if you have additional questions about your account. I'm continuously here to help you. Keep safe always, nikita-opensourc.

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