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T
TekyBookkeper82
June 16, 2021
Question

QuickBooks Online - not charging GST on Sales Receipts with Taxable codes

  • June 16, 2021
  • 1 reply
  • 0 views

Background Context - I have a decent number of automatic monthly sales receipts that get posted and processed each month; almost all of these receipts are taxable. Got a call a bit ago from a customer wondering why this month there is no GST on their invoice - go check the sales receipt, tax code G, line item correct, no changes have been made to the customer, the recurring transaction, the tax codes, the items... Yet suddenly this one sales receipt - NO GST. Anyone ever have this happen to them?

 

Have you ever noticed there's no GST on sales receipts all of a sudden - even when nothing has changed, tax codes are the same and listed on the receipt, there have been no changes to the customer, the service item, the line item - NOTHING - yet suddenly this month on a handful of sales receipts (not all, just some) there is no GST in the total, no GST displaying on the receipt - but yet a taxable tax code that says there should be GST... I'm so confused and now a bit paranoid about how many times this may have happened this month, last month, last year??? Anyone else experience this and maybe know how to prevent it?? Thanks!

 

Theresa

1 reply

L
LauraAB
June 16, 2021

Hello Theresa,

 

Thanks for sharing these concerns with me. I'd like to do what I can to set your mind at ease about what's happening with your sales tax codes and your transactions in QuickBooks Online. I appreciate all the details you've shared here, and based on them, I have some suggestions for you.

 

The first thing that stuck out to me was that you noted your sales tax code is G for GST. To me, that signals that you were previously using QuickBooks Desktop and migrated your file to QuickBooks Online. I say this because while QuickBooks Desktop has mostly single-letter sales tax codes, QuickBooks Online uses ones that are three-letter codes. When converting a QuickBooks Desktop file to QuickBooks Online, issues with sales tax codes can occur because QuickBooks wants to use it's own codes rather than the ones that were imported.

 

Because of that, my first recommendation to you is to turn on the sales tax codes for QuickBooks Online and make the QuickBooks Desktop codes inactive. Here are a couple of articles that can help with that.

Once you've done that, do a test with your transactions to see if the sales tax codes are working correctly. If you're still having trouble, I recommend reaching out to the QuickBooks Online technical support team by phone, chat, or social media so we can take a closer look at this with you. I know I gave you these details in my last response to you, but just as a refresher, here are those options.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

We're here to help!

T
TekyBookkeper82Author
June 16, 2021

Hi Laura,

Thank you for your response, I appreciate the input. This file has been converted as an Online file for a number of years now - but I will look into that to see if maybe it will help avoid this in the future. I only started as bookkeeper for this company a few months ago and since have overhauled the file and I had previously cleaned out a bunch of tax codes to get it back down to just the necessary ones - but I didn't touch the used codes and that was a couple months ago - no problems until just June it did this. It's hard to test though as it is seemingly quite random - 12 of 37 identical (other than customer) recurring sales receipts did not have GST in the total, despite having the taxable code, and also I noticed on the customer page, where it lists all their invoices/payments - it states the GST total there, but it's not part of the total on the invoice... even more strange.... anyway - thanks I'll try updating codes!

 

Oh also, I am working with the chat help person at QB to get help on this as well!

 

Cheers,

Theresa

L
LauraAB
June 16, 2021

Thanks for the update, Theresa! I hear you on how strange this is given that you haven't had trouble with the codes to this point. Over time, the QuickBooks Desktop codes can stop working or only work for some areas but not others, and that may be what's happened here. All the same, I'm glad to hear you're working with a member of our team via chat on this. I'm confident they'll be able to work through this with you.

 

Don't hesitate to let me know if you have further questions or concerns. :)

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