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M
MRank
January 14, 2024
Solved

Sales Tax Filling Frequency Change

  • January 14, 2024
  • 2 replies
  • 0 views

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?

Best answer by FateCandylaneT

I can see how crucial changing sales tax filing frequency is when handling taxes in your account, MRank. Let me share information to help you get around this issue.

 

As I've tried replicating your concern on my end, we've come to get the same issue when changing the sales tax filing frequency from quarterly to monthly. I understand the urgency of this situation to help you keep going in your business. 

 

With that, let me route you to the available expert team that can help review and investigate further the root cause of this concern. They have the necessary tools to pull up your account and may provide additional assistance, so this gets sorted out for you. To do this:

 

  1. In your QBO account, click Help.
  2. Click the Search tab, and click Contact Us.
  3. Enter the error message in the description box, and select Continue.
  4. Start a chat with a support expert.

 

In case you require more guidance in filing sales tax returns and payments, I've included this handy resource to help you avoid late returns and extra fees: File your sales tax return and record sales tax payments in QuickBooks Online.

 

You're always welcome to reach us again if you require further assistance managing sales taxes in your file. The Community is here to help you at any time. Stay safe!

2 replies

F
FateCandylaneTAnswer
January 14, 2024

I can see how crucial changing sales tax filing frequency is when handling taxes in your account, MRank. Let me share information to help you get around this issue.

 

As I've tried replicating your concern on my end, we've come to get the same issue when changing the sales tax filing frequency from quarterly to monthly. I understand the urgency of this situation to help you keep going in your business. 

 

With that, let me route you to the available expert team that can help review and investigate further the root cause of this concern. They have the necessary tools to pull up your account and may provide additional assistance, so this gets sorted out for you. To do this:

 

  1. In your QBO account, click Help.
  2. Click the Search tab, and click Contact Us.
  3. Enter the error message in the description box, and select Continue.
  4. Start a chat with a support expert.

 

In case you require more guidance in filing sales tax returns and payments, I've included this handy resource to help you avoid late returns and extra fees: File your sales tax return and record sales tax payments in QuickBooks Online.

 

You're always welcome to reach us again if you require further assistance managing sales taxes in your file. The Community is here to help you at any time. Stay safe!

S
Solutions11
January 30, 2024

Did anyone ever get a solution to this? I am running into the same problem. I cannot change this year's filing frequency without affecting prior years. 

R
RoseJillB
January 30, 2024

I appreciate you for joining this thread concerning sales tax filing frequency in QuickBooks Online (QBO), @Solutions11.

 

When changing sales tax filing frequency, you should have been given an option to select a start date. With these, you can specify a date for when this cycle will be started. Here’s how:

 

  1. Go to the Taxes menu and select Sales Tax Settings.
  2. Select the Agency where you want to change the filing frequency.
  3. Under the Action column, click Edit to make changes.
  4. Drill down the Filing frequency section to choose from the option.
  5. Select a Start date and a Reporting method.
  6. Lastly, hit the Save button.

 

However, if your options are still involved from the prior years, It’s best to contact our Technical Support Team. Doing so will give our phone support an option to thoroughly check your account and initiate a further investigation if need be. They also have the necessary tools that can help determine the leading cause of this behavior while maintaining your privacy. You can follow the steps outlined by my peer, FateCandylaneT to do so.

 

I have included a helpful resource that can guide you in filing your sales tax returns and payments to avoid any late returns and additional fees. Feel free to use this resource if you need further assistance: File your sales tax return and record sales tax payments in QuickBooks Online.

 

If you need any further assistance with managing sales taxes in your file, please don't hesitate to reach out to us again. The Community is always available to help you at any time. Wishing you safety and well-being!

M
mevanson
April 4, 2024

MY STATE ALSO CHANGED MY PAYMENT FREQUENCY TO MONTHLY BUT I STILL FILE THE RETURN QUARTERLY.  DOES THIS CHANGE THE FILING FREQUENCY IN QUICKBOOKS TO MONTHLY OR SHOULD IT STAY QUARTERLY SINCE I'M FILING THE RETURN QUARTERLY, AND MAKING PRE PAYMENTS MONTHLY?

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