Currently, in QBO they’ve two sales tax features: 1) New recently rolled out Automated Sales Tax
and 2) Old regular Sales Tax
If you have New Automated Sales Tax, here is how to delete manually recorded payment in QBO:
Left Dashboard > Taxes > History > Select payment in question and click “View Return” > It will search and pull the records > “Review your sales tax” screen will open > Under “Payment details” on the right panel, click payment date link (next to recorded amount paid) > Now you’re payment screen, at the bottom right corner, you will see “DELETE” payment. Click delete, you will see “Are you sure you want to delete this payment?” message > Click Delete green button. Delete is done.> They will update the return and prompt back to review your sales tax page. Record payment again or close the page.
Quick YouTube video on how to delete recorded sales tax payment
If you have old Sales Tax (as already mentioned), here is how to delete manually recorded payment in QBO:
Taxes from the left dashboard > Sales Tax.
It will take to the Sales Tax Center.
Under Recent Sales Tax Payments, highlight the payment in question.
Click Delete Payment.
Click Yes on the confirmation screen.
From the blue navigation bar on the left > select Sales Tax tab > select “Record Tax Payment” blue button > New “Record Sales Tax Payment” screen will open > “Print a check” checkbox is located right below Notes field > select Checkbox > select “Record Payment and Print Check” blue button
Now, sales tax check in queue to be printed
From the Create (+) sign > select Print Checks
Follow other selections to preview and print check
QuickBooks Online: Where do I find the amount of sales taxes due
In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This stand-alone report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to work-around.
To do this, you will to run a “Sales By Customer Detail” report, customize it and add “tax amount” and taxable amount” columns from selecting “Change Columns.
These are the necessary steps, you will need to take.
From the blue navigation bar on the left
Select “Go to report” (magnifying glass), type Sales by Customer Detail
Select “Sales by Customer Detail” from drop-down selector
Change Transaction Date as needed
Select “Customize” blue button (upper left)
Select “Change Columns” under Rows/Columns
Add Tax Amount (refers to tax collected)
Add Taxable Amount (refers to taxable sales)
Add Tax Name (if needed)
Select Remove button and remove unnecessary columns (optional)
Click OK button
Click Run Report
This will give Total Sales and Total Taxable Sales. Subtract these two columns in order to get Non-Taxable Sales.
Recommended: Also click “Save Customizations” button to make this as customized report for future use.