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amcaskill
May 18, 2022
Question

Starting sales tax reporting on an older company

  • May 18, 2022
  • 1 reply
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Quickbooks sales tax reports. I have a new client that has never done these but I’d like to get them started. How would I clear the amounts from 2021 to read a true report and not frig up the accounts?

1 reply

Jen_D
Jen_D
May 18, 2022

Good to see you here, @amcaskill.

 

I want to help you out with clearing up your transactions so you can have the accurate sales tax information.

 

If you're referring to deleting existing transactions, there are different ways to do it. First, is by clicking the Delete option at to top of the transaction, or simply press CTRL+D on your keyboard to remove an entry.

 

Next, if you have QuickBooks Desktop for Accountant, you can delete the entries through the steps found in this article: Batch delete or void transactions in QuickBooks Desktop Accountant Edition.

 

Lastly, you can visit our apps website to find deleter tools to help remove data like Data Remover. This is a product of Data Transfer Utility that can remove mass information from a QuickBooks company file. Please note that the third-party apps in the website are not supported by Intuit, you'll need to contact the third-party vendor for support.

 

Please come back here if you have other concerns besides this sales tax management question. I'll be right here to help you out.

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