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Idjit
October 18, 2021
Question

Adding attachments to sales tax payments

  • October 18, 2021
  • 1 reply
  • 0 views

Hi all,

 

Is there a way to attach a PDF to a Sales Tax installment payment?  Working within the TAXES section I can't seem to find that option.

 

Thanks

1 reply

N
Nick K
October 19, 2021

Hi Idjit.

 

Attaching PDF or docunents in QuickBooks Online is a great way to keep track of the physical receipts or invoices sent to customers. I'd be happy to go over what you can attach to in QuickBooks Online.

 

When it comes to attaching documents or PDF QuickBooks Online is able to have them attached to 

  • Bills
  • Cheques
  • Credit Card
  • Credit Memo
  • Customers
  • Delayed Charge
  • Estimates
  • Expenses
  • Invoices
  • Receive Payments
  • Refund Receipt
  • Sales Receipt
  • Suppliers
  • Supplier Credit

As sales tax payments are done through the taxes menu it doesn't create the payment the same way as an expense. This causes it to not have the option to attach a file or PDF to it.

 

If you wish to be able to attach files to a sales tax payment I recommend you submit feedback to our developers by following these steps:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Once they receive your feedback they'll look into ways to possibly add this in future updates.

 

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

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