Of all the areas that QuickBooks® for Mac consultants struggle with, finding and fixing sales tax errors is one of the toughest because we can’t get the detailed reports our Windows’ counterparts have access to within the software. Some of us – determined to track down those nagging discrepancies – turn to “round-tripping” (converting the file from Mac to Windows and back to Mac) only to find the data scrambled in the process. For others, the conversion to QuickBooks for Windows is successful and provides reports not available in QuickBooks for Mac, but finding the problem provides little relief if fixing it in Windows or Mac is not an option. Here, we have provided a step-by-step guide for finding sales tax errors and our advice for fixing them. Accept credit card payments, ring sales and more with QuickBooks Point of Sale software. More easily Sync with QuickBooks and manage your customers and inventory through the system. QuickBooks POS Desktop version 18.0 now works on Microsoft Surface Pro Tablets. Request a Free Trial today. QuickBooks Point of Sale QUICKBOOKS POS 18.0 FOR WINDOWS Get our lowest price + a free EMV pinpad once you’re approved for an Intuit POS payments account through us – MORE INFO. Spoiler alert: starting with QuickBooks Mac 2014, you can use the same “Adjust Sales Tax Due” feature that’s been available in Windows for years. Sales Tax reporting errors can be caused by: • Income transactions created with Journal Entries or Deposits • Sales Discounts created with Receive Payments • Sales Items mapped to Expense accounts, or Other Income accounts • Sales tax paid by Check instead of Sales Tax Payment • Prior period adjustments • Receive Payments entered in prior periods • And so much more How to Find Sales Tax Errors Start by creating both a Sales Tax Liability and a Profit and Loss report. The Total Income on both of these reports should the same. If they aren’t the same, make sure the dates and the reporting basis on the Profit and Loss report matches that of the Sales Tax Liability report. EXPERT TIP: To set the reporting basis for the Sales Tax Liability report, go to QuickBooks > Preferences > Sales Tax If the reporting basis or the dates are not the reason your Profit and Loss does not match your Sales Tax Liability report, create another Profit and Loss report and filter it for income transactions and compare it to the unfiltered Profit and Loss report. ![]() Any differences will point you to the errors on the Sales Tax Liability. Tiny toon adventures video games. EXPERT TIP: The date on the Receive Payment, not the date on the Make Deposit or the Invoice, is the date that the sales tax liability will be impacted on cash basis. Partial payments are applied to sales tax in equal proportion to other Items on the Invoice. Click the “Filters” icon at the top left of the report Toolbar. Choose the filter “Transaction Type” near the bottom of the Filter options to engage the Transaction Type filter. Contents • • • • • • • • • • • • History [ ] Intuit was founded in 1983 by and in,. After the success of for individual financial management, the company developed similar services for small business owners. Initial release [ ] The initial Quicken software did not function as a ' accounting package. The initial release of QuickBooks was the DOS version that was based on the Quicken codebase. The Windows and Mac versions shared a different codebase that was based on In-House Accountant, which Intuit had acquired. The software was popular among small business owners who had no formal accounting training.
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