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Sales Tax Filing in Intuit QuickBooks Template

Download your free Sales Tax Filing in Intuit QuickBooks template to personalize and use in your bookkeeping or accounting firm.

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Download Sales Tax Filing in Intuit QuickBooks Template

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A preview of the templateSales Tax Filing (for Intuit QuickBooks) (United States)Prep: Sales Tax Preparation3 AutomatorsComplete this period's Sales Tax filing (run report, review, file and record payments) — http://qbo.intuit.com/loginCompletedDRun Sales Tax Liability Report — http://qbo.intuit.com/loginCompletedIReview the Sales Tax Liability ReportCompletedFFile and Pay Sales Tax Return(s)CompletedPRecord payments in Taxes Center in QuickBooks Online - https://qbo.intuit.com/app/tax/homeCompletedX

About this template

This is the best practice process for filing and paying sales and use tax.

Set the start date as the day the work begins and the due date for 6 days later. The work assignee beings with the Admin.

How to use this template

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Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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A preview of the templateSales Tax Filing (for Intuit QuickBooks) (United States)Prep: Sales Tax Preparation3 AutomatorsComplete this period's Sales Tax filing (run report, review, file and record payments) — http://qbo.intuit.com/loginCompletedVRun Sales Tax Liability Report — http://qbo.intuit.com/loginCompletedTReview the Sales Tax Liability ReportCompletedTFile and Pay Sales Tax Return(s)CompletedTRecord payments in Taxes Center in QuickBooks Online - https://qbo.intuit.com/app/tax/homeCompletedM

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Intuit

Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.

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