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Reconcile tax in QuickBooks Desktop

This article applies to:AvaTax for QuickBooks Desktop

Reconcile discrepancies between QuickBooks Desktop and what's recorded in AvaTax.

Steps

  1. In QuickBooks Desktop, go to File > AvaTax > Utilities.
  2. Select Reconcile Tax.
  3. Under Date Range, do one of the following:
    • Select Today to create a reconciliation report for current transactions.
    • Select Period and enter a date range to create a reconciliation report for transactions within that period.
  4. Select Reconcile Tax to list transactions with records in QuickBooks Desktop and AvaTax that do not match.
  5. Choose one of the following:
    • Show in QB
      Select to view the transactions in QuickBooks Desktop and change them there.
    • Show in AvaTax
      Select to view the tax history details in AvaTax. Log in to AvaTax and change the transactions as needed.
    • Report
      Select to display, print, or export the Reconcile Tax report.
    • Push to Pending Transaction
      Select to move the transactions from the error list to the pending transaction list, and then process the pending transactions.
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