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ChristinaD84
March 14, 2022
Question

Charged customer wrong tax and they paid. How to fix?

  • March 14, 2022
  • 1 reply
  • 0 views

Hello, I am fairly new to accounting, sorry if this question is obvious to the gurus here.

We have a customer in Alberta who for the last 4 invoices has been being charged HST when they only should have been charged GST. 

They have paid each invoice fully with the HST.

They have been made aware and said "dont worry, we will get it back when we file our taxes"

but I know that unfortunately it's not that easy on my end.

How do I go about fixing this in QBO so our accountants don't hate me? :)

 

If I go into past invoices and adjust the tax code on an invoice thats already paid, it will generate a credit on the account for the excess amount, right?

Will that be enough to fix this error? 

And then I just send the customer a statement showing the credits on the account?

 

Thanks in advance for any help!!

1 reply

N
Nick K
March 15, 2022

Hi ChristinaD84.

 

We know that mistakes happen which is why QuickBooks Online makes it easy to fix a mistake when you notice them. I'd be happy to help point you in the right direction for getting this resolved.

 

While changing the sales tax code would correct the invoice I recommend reaching out to your accountant to see if this would affect anything else. If you don't have an accountant you can find one in your area by going to My accountant>Find a pro to help.

 

If you have any questions let us know and we'd be happy to help.

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