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BrentSo
March 13, 2024
Question

Processing a Partial Sales Tax Refund for PST

  • March 13, 2024
  • 1 reply
  • 0 views

Hello,

 

We made a tax payment for the BC PST, and we received a refund cheque. When I go to the filed return in QBO, and enter the refund amount is the 'Record Refund' option, it grays out the #3 checkmark box in the Paid section. Is there a way to process this properly so that it appears properly as Paid? Please see image.

 

Thanks!

1 reply

T
Trish_T
March 13, 2024

Hello BrentSo,

 

Thanks for reaching out to us here.  It's nice to hear that you've received a sales tax refund.  QuickBooks Online enables you to accurately record it, so your books remain balanced. I would be glad to assist!

 

Here's how to record the sales tax refund;

 

1. Navigate to Sales Tax, then open the Filings tab

2. Choose Filed from the All returns drop-down

3. Select Record refund 
4. Enter the account to apply the Refund to, the Refund date, and the Refund amount

5. Hit Record refund

You're all set!

 

Should you require additional assistance, please don't hesitate to contact us, outside of Community.  It would be our pleasure to work with you in real time, and ensure you're able to accomplish your QuickBooks goals without delay!

 

Feel free to reach out again, if you have any other questions.  We would be happy to help!

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