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accounting-oilci
October 27, 2023
Question

How do I unfile a sales tax return

  • October 27, 2023
  • 1 reply
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1 reply

T
Trish_T
October 27, 2023

Hi accounting-oilci,

 

Welcome to Community!  QuickBooks Online has the features you need, to complete your daily bookkeeping tasks with confidence.  Unfiling a tax return can be accomplished in a timely fashion.  I'd be glad to help!

 

The option to unfile sales tax is available in QuickBooks Online Accountant.  Before proceeding it's highly recommended that you print any exceptions, so you have them for your records.  When you unfile sales tax, the exceptions will become regular transactions for the periods they were recorded in.  Follow these steps to review the exceptions;

 

1. From the left menu, select Taxes, then Sales tax
2. Click on the tax agency 

3. Open the Filings tab

4. In the Action dropdown, select View exception details. This will give you the line-by-line, transaction-by-transaction detail for your exceptions.

 

When you're ready, here's how to unfile sales tax:

 

1. Open Taxes, then Sales Tax

2. Select the Returns tab

3 Locate the sales tax filing that you'd like to unfile

4. In the Action column, open the drop down menu and choose Undo 

  • A window will appear asking Are you sure you want to go back? Review the information displayed and select Undo filing.
  • A notification will appear next to your open filing, highlighting the date that the return was reopened.

Note; To unfile a historic filing, you'll need to unfile in reverse date order to reach the desired filing.

 

Please don't hesitate to reach out again, of other questions come to mind.  We are here for you!

 

S
SandiLou
October 31, 2023

I'm using desktop, this answer won't work for me, how do I unfile a sales tax return

T
Trish_T
October 31, 2023

Hi SandiLou,

 

Thanks for joining us here.  When you need to undo a sales tax filing in QuickBooks Desktop, you'll need to delete any payments associated with the filing, as well as the journal entry that was created during the filing process.  

 

To remove the payment transaction, press CTRL + A on your keyboard to jump to your chart of accounts.  Double click on the bank account where the payment was made and locate the payment.  Right click on the transaction and choose Delete.  You can also do this from the Vendor Centre by choosing the name of the sales tax agency, then delete the transaction from the list.  Next, you'll need to open the associated Sales Tax Payable account.  Locate and select the Journal Entry that was created.  Go to the Edit menu and select Delete General Journal, or just right click on it and hit Delete General Journal.  A message will appear, providing a warning.  Be sure to review it, then click Continue to undo the filing.  You're all set and ready to refile your sales tax!

 

If you have any other questions, feel free to reach back out.  We would be happy to assist!

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