In 2018, Intuit rolled out a feature allowing qualifying users to e-file from within their QuickBooks Online accounts. QuickBooks Online has and will continue to calculate compliant sales tax liabilities but the e-filing feature will be discontinued.
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Last Date of e-Filing for Sales Tax
April 20, 2020 will be the last automated e-filing date which will include sales tax payments and reports for March 2020 and first quarter of 2020 sales. After this date other parties are responsible for sending returns and payments directly to your tax agencies.
Tracking Sales Tax
QuickBooks Online will continue to automate the calculations of sales tax, saving time during invoice and sales receipt generating. If you have not yet setup your sales tax account in QuickBooks Online, you can follow the QuickBooks Online built in guide. The setup is fast and easy for most businesses. Within the setup wizard, agencies, special situations and locations are determined. Based off setup information and the sales items, sales tax is automatically calculated for each sales transaction.
Reporting Sales Tax
The Sales Tax Center in QuickBooks Online will continue to store the reports so you can view your historical reports.
To view what taxes owed, sales tax reports can be reached using the following steps:
The Sales Tax Center in QuickBooks Online will continue to store the reports so you can view your historical reports.
To view what taxes owed, sales tax reports can be reached using the following steps:
1) Navigation Bar > Taxes
2) Reports
3) Tax Liability Report
4) Save for records
This report lists total taxes due by agency, gross, non-taxable, taxable and tax liability. Use this report as a worksheet when filing sales tax on the state agency’s site.
Recording Sales Tax
All prior historical autopayments will be stored inside of QuickBooks and can be viewed within your history.
To record new liability payments made on the agency sites follow these steps:
1) Navigation Bar > Taxes
2) Click View Return (these are your currently due sales tax)
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3) Enter any adjustments
4) Select filing method as manual
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Viewing Stored Sales Tax Return History
To view stored sales tax return history, you can follow these steps:
1) Navigation Bar > Sales Tax
2) History
3) View Return
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Intuit continues to make improvements to sales tax so I image this will not be the last change we see. As updates happen, we will try to keep you informed.
NOTE: Payroll Taxes ARE NOT affected by this change, only the sales tax e-filing feature is going away.