Unassigned tax amounts

Hello rcmulligan, 

Making sure your taxes are always accurate is the best way to take full advantage of QuickBooks' powerful tax centre. By being proactive in addressing these warnings, you're able to maximize time savings and efficiently produce your tax returns each time. To assist you in keeping everything consistent, the system automatically recognizes tax liability amounts that haven't properly been assigned to an agency. Since you're already halfway there, I'm confident well have no problem finding these amounts.

When running the report, it's crucial to select the correct dates and tax agency. You should only address amounts in the current period, as prior periods will automatically be represented in the liability. It's just a few easy steps to find these transactions:

1. Open the Unassigned Sales Tax Amounts Detail report.
2. Select the appropriate Tax Agency. 
3. Select the Dates period that matches the return you're trying to file. 
4. Double click an unassigned transaction to open it.
5. Assign the correct tax code, then click Save and Close.
6. Repeat for each unassigned amount. 

If you're having trouble finding these transactions, don't hesitate to reach out to an agent for help. These agents are a great resource in these situations and have the ability to use screen share sessions and other tools to help resolve your issues. You can read about our support policies here: Intuit QuickBooks Desktop software support policies. 

Don't be afraid to reach out! I want to be sure everything in your tax filing lines up.