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LILE
March 7, 2021
Solved

Can I delete a Sales tax payment and recreate it?

  • March 7, 2021
  • 4 replies
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Can I delete sales tax payments in Quickbooks Desktop and recreate it with the adjustments that matches what my tax agency says it should be?

Best answer by jamespaul

Hello, LILE. 

 

Yes, you can delete the sales tax payments from QuickBooks Desktop. There are two ways to do this and I'm happy to show you the process for each one. 

 

The first method is to go to the vendor's profile (in charge of collecting your sales taxes) and delete the tax payments from there. Here's how: 

 

  1. Go to Vendors, then select Vendor Center. 
  2. Locate the vendor that collects your sales taxes.
  3. Under the Transactions tab, find and open the Sales Tax Payment transaction.
  4. Click Delete.
  5. On the confirmation window, click OK. 

 

 

The second method is to go to your Chart of Accounts and open the bank register where you paid the taxes from. Here's how: 

 

  1. Go to Lists, then select Chart of Accounts.
  2. Find and open the bank register (where you paid the sales taxes from). 
  3. Locate and open the TAXPMT Type. 
  4. Click Delete.
  5. On the confirmation window, click OK. 

 

 

We have an article series about handling Sales Taxes in QuickBooks Desktop. Check it out if you need a bit of help managing your sales taxes, especially the adjustments: Set up sales tax in QuickBooks Desktop. 

 

Also, you might want to reach out to an accountant if you want to delete the tax payments in a closed accounting period. Doing this will affect your books, and they have an idea on how to handle the corrections. 

 

You're welcome to browse other QuickBooks Desktop articles in our articles list page. I'm sure they'll help you record new transactions, run reports or even handle tax corrections. 

 

I'm still up to answer any other questions you might have for QuickBooks. Just add the details here and I'll see what I can do for you. I'll see you around again. 

4 replies

J
jamespaulAnswer
March 7, 2021

Hello, LILE. 

 

Yes, you can delete the sales tax payments from QuickBooks Desktop. There are two ways to do this and I'm happy to show you the process for each one. 

 

The first method is to go to the vendor's profile (in charge of collecting your sales taxes) and delete the tax payments from there. Here's how: 

 

  1. Go to Vendors, then select Vendor Center. 
  2. Locate the vendor that collects your sales taxes.
  3. Under the Transactions tab, find and open the Sales Tax Payment transaction.
  4. Click Delete.
  5. On the confirmation window, click OK. 

 

 

The second method is to go to your Chart of Accounts and open the bank register where you paid the taxes from. Here's how: 

 

  1. Go to Lists, then select Chart of Accounts.
  2. Find and open the bank register (where you paid the sales taxes from). 
  3. Locate and open the TAXPMT Type. 
  4. Click Delete.
  5. On the confirmation window, click OK. 

 

 

We have an article series about handling Sales Taxes in QuickBooks Desktop. Check it out if you need a bit of help managing your sales taxes, especially the adjustments: Set up sales tax in QuickBooks Desktop. 

 

Also, you might want to reach out to an accountant if you want to delete the tax payments in a closed accounting period. Doing this will affect your books, and they have an idea on how to handle the corrections. 

 

You're welcome to browse other QuickBooks Desktop articles in our articles list page. I'm sure they'll help you record new transactions, run reports or even handle tax corrections. 

 

I'm still up to answer any other questions you might have for QuickBooks. Just add the details here and I'll see what I can do for you. I'll see you around again. 

L
LILEAuthor
March 9, 2021

Thank you so much for the response.  Will this also delete the adjustments, ie: discounts I received for paying the taxes early?

RenjolynC
RenjolynC
March 9, 2021

Welcome back, LILE.

 

I'll be glad to answer your follow-up question.

 

Deleting the sales tax payment won't affect the adjustments made. When you make sales tax adjustments, a transaction will be created separately. If you want to delete the amount, you can follow these steps:

 

  1. Click Lists > Chart of Accounts.
  2. Find and open the discount/credit account where the adjustment is posted. 
  3. Select the sales tax adjustment.
  4. In the Sales Tax Payable window, double-click the transaction.
  5. Click the Delete button in the Make General Journal Entries window.
  6. Hit OK.

Please see this sample screenshot:

 

 

For more information about sales tax adjustments, you can read this article: Process sales tax adjustment.

 

Please feel free to add a reply here if there's anything else you need. We're always here to help. Have a great day!

A
amyp
March 2, 2022

The ACH/eCheck that I created to pay the December sales tax due did not clear the bank.  I need to rewrite a check for same.  I deleted the sales tax payment and related discount.  However, when I go back to now print a check, the correct amount due is not showing for the sales tax period December 2021.  Now what?

M
MadelynC
March 2, 2022

I’m here to help so you can reenter your sales tax payments in QuickBooks, @amyp.


When recording payments for your sales tax, use the Pay Sales Tax window instead of a check. This way, the correct amount of dues will show up for a specific tax period.


Here’s how:

 

  1. Open your QuickBooks desktop account.
  2. Go to the Vendors menu.
  3. Select Sales Tax, then choose Pay Sales Tax.
  4. Select the account you used for the tax payments in the Pay From Account drop-down.
  5. In the Show sales tax due through field, check and make sure the date is correct.
  6. Enter and select the needed info, such as check number.
  7. Select OK after.


If you encounter problems while working on your sales tax, just check out this article to fix them: Resolve common sales tax issues.


Don’t hold back to drop a comment below if you have any other questions or concerns about sales tax. We’ll always be here to help. Take care always.

T
tpotter01
January 23, 2023

I have Quckbook Desktop for Mac 13.1 and I try to follow these instructions and do nat see anything that allows me to delete a sales tax payment.  The step that says "Click on Delete" well there is nothing to click on.  Right clicking on the register entry does not show a Delete Option, there are no buttons on the top of the window. If I try and edit the entry it says I must delete and recreate it.  But no where can I find any information on how to actually delete the transaction.

K
kflat
May 24, 2023

I use QB Desktop for Mac. I tried to delete a Sales Tax Payment with an incorrect amount paid using the options below. I found the payment, both in the Vendor Transaction List and in the Register but I don't have any way to delete it. No delete buttons. If I try to double click it in the register, and I get an error message saying I need to delete the payment. How do I delete this payment?

M
mv32
May 24, 2023

I appreciate the steps you take to remove the sales tax payment, @kflat.

 

You'll want to check the Sales Tax Payable account from your register to delete a sales tax payment.

 

Here's how:

  1. From the Lists menu, choose Chart of Accounts.
  2. Select and double-click the Sales Tax Payable account to open its register.
  3. Find the sales tax payment and choose the payment.
  4. Go to the Edit menu, select Delete Sales Tax Payment, then choose OK.

 

Please take a look at this article: How to resolve common sales tax issue. This covers the details, possible reason, quick tips, and recommended solution to fix sales tax issues.

 

Do you want to view what you owe for sales tax? Feel free to review sales tax reports.

 

If you have other QuickBooks for Mac concerns, let me know. I'll be right here to help you more. Keep safe and more power!

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