Skip to main content
D
dLearned
September 29, 2021
Solved

cannot record payments to sales tax agency account

  • September 29, 2021
  • 1 reply
  • 0 views

I am reconciling some older statements and there were some checks/ACH  missed.  Some of these were payments made for Sales Tax.

Previously, I had no problem recording them on the Tax Center, and based on the reporting period, QBO automatically recorded them into the correct account (over the years, there were multiple sales tax accounts created when the agency name was updated).  Now, I made the stupid mistake up updating to the "automatic" sales center, and I can no longer record the payment period, I can only record the transaction as an expense or check.  However, if I select the Sales Tax account, I get a "something's not quite right" error telling me "you have either selected a tax liability account on a transaction where it's not allowed, or haven't specified a tax rate along with it".  It's an expense transaction, it has no tax rate, and yes, it is the right account.

 

How am I supposed to enter transactions?

 

    Best answer by JessT

    Still have not received a response to this issue, and the link provided in the original reply is for the old sales tax center (which I would love to get back).  Am I really supposed to create (literally) dozens (as I have 4 years of remittances and fees to enter) of journal entries??  

     

    And why will support no longer revert the sales tax center on request? 


    I appreciate your time to make a follow-up on this, dLearned.

     

    I see the challenge after switching to Automated Sales Tax, especially you have a lot of historical transactions. And, I understand that you don't want to record the payments as journal entries. I will continue to help you.

     

    Can you do me a favor of recording the tax payments as Check transactions again? This should allow you to select the sales tax payable/liability account without receiving an error. You will only receive the error you mentioned if you record the tax payments as expenses.

     

    Here are screenshots to show you the comparison:

     

     

     

    After recording your sales tax payments as Checks, you can proceed to account reconciliation.

     

    I'm just around if you need further assistance with your taxes liabilities. Take care and have a good one!

    1 reply

    A
    Archie_B
    September 29, 2021

    Hello there, dLearned.

     

    I'd like to help and make sure you record your sales tax payment in QuickBooks Online.

     

    You can use a private window from your browser to record your tax payment. This way, we can also see if there is an underlying browser issue.

     

    These are the following keyboard shortcuts to open a private window for your browser:

     

    • Google Chrome and Microsoft Edge - press CTRL + Shift + N.
    • Mozilla Firefox - press CTRL + Shift + P.
    • Safari For Mac - press Shift + Command + N.

     

    Once you're able to record the tax payment without having the same issue, you can go back to your regular browsing window and clear browser cache. This will replace all outdated temporary internet files saved on your computer that is also causing some browsing issues.

     

    After that, you can now start recording sales tax payments. Check out this link for more information: Manage sales tax payments in QuickBooks Online.

     

    Let us know how it goes or if you still have other questions about sales tax payments. I'll be here to help. Have a great day!

    D
    dLearnedAuthor
    September 30, 2021

    Using a private window did not work.  The error message is still preventing me from doing the transaction.

    L
    LollyNino_C
    September 30, 2021

    Thank you for joining us here in the Community, @dLearned.

     

    I can get this fixed for you in no time. 

     

    When you get this error, it means you assign a liability account from the online banking page. Instead of adding the transaction manually through Bank Feeds, create the transaction in your appropriate bank register. 

     

    You might want to read this article to learn how to manage your sales tax payments: Manage sales tax payments in QuickBooks Online. 

     

    Feel free to read this article if you have any other transactions to review in your register in the future: How you can check a transaction in your account register. 

     

    Keep in touch if you need more help with your sales tax report. I always have your back and am always happy to help. Have a great day.

    Terms & ConditionsAccessibility statement