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Troubleshoot sales tax problems


Paying sales tax

  • Remove customer names and amounts from the Pay Sales Tax window

    If you are paying your sales tax and you see customer names and amounts in your Pay Sales Tax window, you may have created an invoice item that is posting to a Sales Tax Payable account (or a subaccount of it). You can fix this problem by editing the incorrect items and associating them with a different account.

    To do this task

    1. In the Pay Sales Tax window, look in the Item column to identify which items are causing the problem.

    2. Go to the Lists menu and click Item List.

    3. In the Item List window, double-click the first item you want to fix.

    4. In the Account drop-down list, select a different account that is not associated with the Sales Tax Payable account.

    5. Click OK.

    6. When asked whether to change existing transactions, click Yes.

    7. Repeat steps 3 through 6 for each item that was incorrectly posted.

    8. Close and reopen the Pay Sales Tax window to see the changes.

Sales tax codes
(tracking taxable and non-taxable status)

Sales tax reports

  • Resolve the issue of "No Tax Vendor" on the sales tax liability report

    You'll see No Tax Vendor on a report if you use a 0% sales tax item without a tax agency (vendor). If you don't need to assign a vendor, use the report as is.

    If a vendor should have been assigned to the sales tax item, you can edit the sales tax item and assign a vendor.

    To do this task

    1. Edit the sales tax item and assign a vendor.

    2. Return to the report and click the Refresh button to view the updated information.

  • What does "multiple taxes" mean on a sales tax report?

  • Fix sales tax reports that show incorrect data in a multi-user environment

    If you see incorrect data on sales tax reports, and you're set up for multiple users to access the same company file and view the same report, another user may have changed the data that appears on the report. If one user changes a transaction affecting the report, and that user clicks Refresh, his or her report will update. However, other users' reports won't update, even if the other users click Refresh. To see correct information on the sales tax reports, close the reports and then open them again.

Problems on sales forms

  • Stop sales tax from printing as a line item on sales forms

    In some earlier versions of QuickBooks, sales tax did not print (by default) as a line item on sales forms.

    To prevent sales tax from appearing as a line item on your transaction forms, you can customize the form so that sales tax appears only at the bottom of the form.

    To do this task

    1. Go to the Lists menu and click Templates.

    2. Click the template name once to select it.

    3. Depending on the type of template you are using, choose the appropriate option:

      • If the template is an Intuit standard template n(with "Intuit" in the name), click Templates at the bottom of the list and click Duplicate.

        This creates a copy of the template that you can customize. The copy will appear in the list with Copy of: in front of the name. Double-click that duplicated template to customize it. You can rename the template if you want, by clicking Manage Templates and entering a new unique name in the Template Name field. Then click OK.

      • If the template is not an Intuit standard template, double-click the template name.

    4. Click Additional Customization at the bottom of the window.

    5. Click the Footer tab in the Additional customization window. In the Print column, select the Sales tax checkbox.

    6. Click OK, then click OK again.

    Sales tax will now appear only at the bottom of the form.

  • Can I enter sales tax on a purchase order?

Other problems

10/26/2016 11:59:36 PM
QYPPRDQBKSWS09 9138 Pro 2017 410acf