Taxes

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I need a report that is only my tax-exempt customers. Ones that have it on file and that we do not charge sales tax. I've tried many different reports but it gives me all the taxable customers. 

I recently switched to QB Online from Desktop and I'm trying to submit my Sales and Use Tax Return.  I've always been able to get all of the information I need from the Sales Tax Liability Report.  Unfortunately this is no longer the case.  How do I print a report that contains:Total SalesNon-Taxable SalesTaxable SalesTax CollectedSales Tax Payable It's very frustrating this no longer exists, hopefully I'm just missing how to configure it.  Please help!

I need Help to set up sales tax for county and city in QB Desktop.  Can anyone help, please?  I had set up for county only in the customer files.  How do I add the rate for the cities?

My client has an account called "Board of Equalization Payable" that really should be called "Sales Tax Payable." I want to have all sales tax items pointing to the "Sales Tax Payable" account. I can't seem to be able to merge the two accounts into "Sales Tax Payable." I can't find where to edit the sales tax items for remapping. It's not like QB desktop and as usual, QBO is incredibly aggrevating. How do I fix this in QBO?

Hello, I see an icon that says "A tax payment is missing below" but there is nothing below.  I was late on my last monthly 941 but this has never been an issue before.  How do I get this notification cleared out?  TIA

I have shared my QuickBooks online file with our CPA.  Although they have access to our file, they informed me they have not touched anything yet. I am trying to file 1st Qtr payroll returns and they are showing up as the paid preparer (3rd party designee).  I cannot remove it.  

I have a very specific problem. All of my sales prices include the sales tax so that I don't have to deal with change. When I have a sale for $60.00, the service price is $56.08. This always rounds up to $60.01. If I change the service price to $56.07, the total changes to $59.99. In this instance I end up having to adjust the final sales tax by a penny, up or down, depending on the service price, to make the total be $60.00 even. This workaround is small and doable for the most part (even if it is annoying) but when I have a credit card sale and don't catch the error, I will tell my clients there is an extra penny on their sale. But when I looked at the merchant account, there was no extra penny. So the sale went through fine, but the invoice in QBO still shows it's off a penny. In order to keep my books accurate, I tried to change the sale to accurately reflect the total, but the card was already processed so I couldn't change the invoice amount. How do I change the customer's invoic

Buying a company by share purchase for Canadian private corporation:I purchase a company from a friend for $ 40000 by Share.- basically I gave her $40K by buying all shares from a friend's Canada private corporation.- However, for many years, my friend has always recorded her Capital Stock value in her book as $100 for 100 shares.1. How do I record my journal entry of paying that $ 40K as business purchase by Share in Quick book ?   (She was the owner of the corporation)2. Does she need to pay any capital gain taxes after selling her Shares to me ?Thank you for any suggestions.   

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I would like to pay the Sales Taxes using a credit card, however, I don't have that option in the dropdown menu, the only account options for recording Sales Tax payments are bank account. The Sales Tax Payable acct is an Other Current Liability account. I can't reconile this account becasue payments made with ccard are not posted on that account.  Please advise.

[PS032] QuickBooks is having trouble installing your payroll update. Note the message number at the beginning of this message, and click Help for troubleshooting tips to resolve this problem. (If you install payroll updates from disk, click Cancel and try reinstalling from the disk.)   The Help Button gives me another window that opens and says:  We couldn’t find that answer for you Use the Back button to try again.   I've done EVERYTHING that is suggested in the Payroll Support Community and such.   I even did this Database rebuild / QB Tool Hub . . .    My Payroll was updating just fine up through 22212.    Trying to update to 22213 I get the message - [PS032] QuickBooks is having trouble installing your payroll update.   I'm even running QuickBooks Accountant Desktop 2022 as Administrator.    I did screen share with Payroll Support and Josh Will couldn't fix it.  He said he'd need to refer it to the backend pe

 UPDATE-I still don't have this issue corrected- I just don't understand why I can't talk with someone that works on this matter. Our location has not changed and our sales tax definitely didn't go down and it was working correct for over a year and all of a sudden it changed all my invoices from Jan.1,2022 to the incorrect sales tax. I have spent hours editing each invoice, sales receipts, credit memos, and sales refunds to the correct amount but it does not help me get the money we lost for the incorrect sales tax write off that we had to do. I just want this fixed and I figured almost a month would be long enough. Everytime I call I get keep your phone lines open and we will have that Representative  contact you. I am still waiting- Quickbooks has no problem charging me each month but I have a problem paying for something that is not correct. HELP PLEASE!!!! I am so frustrated with all of this    ReplyAccept as Solution     &nbs

My efile 10 digit pin is usually populated when filing my quarterly 941 forms but this time, it is not populated and I don't remember what the pin number is.  Any idea why it is no longer populated and how can I find the pin?

Every time I try to submit my 941 deposit through the QB e-pay (QB premier 2019) it tells me the payment is rejected due to the internet password being expired.  However, when I log on to EFTPS, it accepts the same password and does not tell me that I need to change/update it.  The latest payment I processed through QB e-pay (QB Premier 2019), I got the e-mail notification that it was rejected.  When I go into payment history in the payroll liability section, it shows the payment status being 'complete'.  Any ideas on this? Paul

Each year, our firm uses TurboTax Business to complete and file our company's taxes.  And each year, we are able to import all our company's financial data from Quickbooks into TurboTax Business, instead of having to manually enter it all. Up until this year, TurboTax prompts us to select the Quickbooks file we wish to import.This year, that option is not available in TurboTax Business.Instead, the two options that TurboTax Business offers are:"Yes.  Let's import from Quickbooks to save time." and"No thanks.  I'll enter my Quickbooks info manually." You would think that the option, "Yes.  Let's import from Quickbooks to save time" would be the option to select.However, when we select that option, and then click "Continue", we get the following screen:"Quickbooks Desktop Not Installed.", with the comments, "No Quickbooks Desktop files has been found" and "Continue Without Importing".  See the attached screenshot. Rest assured that Quickbooks Deskt

I am having trouble changing my sales tax filling frequency to Monthly from Quarterly. My tax agency changed my filling frequency starting 1/1/24. When I change the current one under Tax agencies, it goes and adjusts all my past year fillings. I don't want it to change any past year detail. When I make that line inactive and try to 'Add agency' it will not let me select Wisconsin. What am I missing here?

I am working on my sales tax for November. I noticed that my Tax Collected column matches what I am to pay on the comptroller website but my sales tax payable column is a different amount. With that said the amount is off by the dollar amount I paid last month. I am not sure what was done to show last month's payment in that way. 

There is a problem with the Sales Tax Liability Report.  It is not showing the correct Gross Sales.  It is showing the gross amount on taxable sales only.  I need total gross sales (taxable and non-taxable) for my State report. 

I am working with a client who operates a retail business in three different locations. Each location has a different sales tax rate. The locations have all been set up with their correct addresses. When he creates an invoice and selects a Location from the Location drop-down box, the Location of sale field just below the Location field does not update. The Location of sale field always has the main business address in it and has to be changed manually. This also means that the sales tax is computed based on the main business address and not the actual location of the sale. For example, in the attached screenshot, the Location field shows Mt. Vernon, but the Location of sale field shows the company's Mansfield address. Is this a known issue with QBO, or is the sales tax calculation feature supposed to work this way, or am I missing some kind of setting somewhere that will make this work the way I think it should? (I know I can work around this by manually creating differ

I just completed a 1099-NEC for our babysitter. Is it mailed to her and to the IRS automatically by Quickbooks? Or do we need to print it and mail it to her and to the IRS as well?

Hello, I use AvaTax to calculate my sales tax via QuickBooks Online.  While I do have the QBO Automated Sale Tax activated, I do not use it as I have AvaTax send all tax amounts to a Sales Tax Payable liability account.   I do have a question regarding the Out Of Scope Agency Payable account.  After creating invoices, sales tax is calculated through AvaTax and added to the Sales Tax Payable liability account.  At the same time every invoice sends a $0.00 to the Out Of Scope Agency Payable liability account.  Does anyone know what this account is?  Can I delete it?  Or would that affect my already created invoices. Thank you!

I have 1 rental property that I rent out every year.  Last year, I had a tenant through the Housing Authority.  At the end of the year, I received a 1099-MISC from the Housing Authority and also a 1099-MISC from the management company that manages the property.  I received 2 1099-MISC for the same rental income.  How do I handle this?  Do I only report 1?  Do I have one of them corrected to show 0?  I think the IRS will be looking for the rental income from both 1099-MISC and I don't know how to report/correct this issue, so I don't receive a letter from the IRS in the mail for underreported income.

When setting up accounts, I recognize there is a drop down list for tax line mapping.  However, all of the tax lines I need are not listed in the drop down.  I recognize this was likely determined when I set up the company, but how does one add different lines, e.g. schedule D or even a 1099-B? There are other threads on this topic, but none that I have found, answer the question.

We recently received a letter from CDTFA that we are now required to file 2 prepayments prior to our quarterly sales tax return.  The new automated feature does not allow me to make prepayments, it assumes that I am filing a return.  Where do I post this prepayment on my balance sheet? Should I simply post to the sales tax liability associated with QBO automated sales tax feature?  Will the system recognized that a prepayment has been made? Any help will be appreciated.QBO support, if you are reading this post, please make an upgrade to have an option to make prepayments directly from the sales tax tab.Thank you!