I have taken over bookkeeping for a “gentleman” who paid his sales tax with an invoice and check, instead of the “Pay Sales Tax” option. And he tried a few times to straighten it out, but only made it worse. Can you give me an idea how to clean up this long time mess? Would I be better to just create new sales tax vendors and start over?
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This is one of the things you can fix with Data Client Review, which is available in the 2009 or 2010 QuickBooks Premier and Enterprise Accountant’s edition.
If you don’t have it, it’s a pain but you really should void the regular checks and re-pay them through the Pay Sales Tax option. If you change the account used on the checks to Sales Tax Payable (so you can issue a $0 check) or use Adjust Sales Tax Due (using the account that’s on the regular checks), you’ll clear the sales tax due but it won’t be applied to the correct sales tax items because there’s no way to do add sales tax items to either form.
This is one reason I love the new Client Data Review features! You can fix things that used to take hours with just a couple clicks.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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