Skip to main content
M
MichaelOD
September 25, 2024
Question

qb online created the same tax agency twice and now I have extra sales and use accounts

  • September 25, 2024
  • 1 reply
  • 0 views

QB Online duplicated my tax agency.  I now have an extra tax agency with fictitious, non zero accounts for sales and use tax.  I'm requesting instructions how to delete these non zero accounts.  I have performed my due diligence on this board and every response gets one half way through and then says call you accountant.  While grateful for your efforts, despite how spurious they appear, please don't populate the thread with those half answers.

 

How to delete a fictitious, non-zero account in QB Online?

1 reply

A
Aldren18
September 25, 2024

I appreciate the time you've invested in addressing this issue, Michael. I want to assure you that you’re not alone in this. You deserve a straightforward solution for managing your duplicate tax agency account in QuickBooks Online. Let’s go through the steps together to resolve this.

 

In QuickBooks Online (QBO), we can effectively resolve this issue of duplicate non-zero tax agency accounts by marking the unwanted agency as inactive. This process will help simplify your sales tax management and ensure that only the necessary accounts remain active. It will lead to a more organized and streamlined management of your sales tax obligations.

 

Here’s how to proceed:

 

  1. Go to the Taxes menu on the left sidebar and choose Sales Tax.
  2. Navigate to Sales Tax Settings and locate the duplicate Tax Agency.
  3. Click on the dropdown arrow next to the agency name.
  4. Select Make inactive.
  5. In the confirmation prompt, hit Make Inactive to confirm that you want to make this agency inactive.

 

 I've included screenshots for your reference:

 

While QBO doesn't permit the deletion of accounts with non-zero balances, I recommend clearing the balance first by creating a Journal Entry. It will allow you to zero out the account before marking it inactive. For accurate accounting practices, I suggest consulting with your accountant to determine the appropriate debits and credits to use in this process. 

 

Additionally, I've collected a variety of valuable resources that can empower you to navigate sales tax management confidently in QBO.:

 

 

Your feedback on the responses you've encountered matters, Michael. I encourage you to reply to this post for assistance when needed or if you have any other inquiries or concerns regarding your sales tax agency in QBO. My team and I are ready to assist you in any way we can.

M
MichaelODAuthor
September 25, 2024

Thank you for your efforts.  You said:

Here’s how you can do it:

 

  1. Go to the Taxes menu on the left sidebar and choose Sales Tax.
  2. Navigate to Sales Tax Settings and locate the duplicate Tax Agency.
  3. Click on the dropdown arrow next to the agency name.
  4. Select Make inactive.
  5. In the confirmation prompt, hit Make Inactive to confirm that you want to make this agency inactive.

 

I don't have a "sales tax settings" exactly, but chose "Edit sales tax settings" and made the sales and use taxes inactive.  I still have the tax agency and owed taxes in the sales tax center.  I'm guessing your approach disables the repeated taxes moving forward, but I still have them moving backwards, and even better, they have no payments against them, so it's years of sales tax accumulated as a liability.

 

I tried going to chart of accounts and making them inactive there, but the system refuses, claims non-zero balance, or part of an automated workflow, or one of the default accounts in my chart of accounts.  Notably, two of those accounts are not only zero, they've never had a single entry.  I still cannot make them inactive.

    Terms & ConditionsAccessibility statement