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
- In QuickBooks Desktop, go to File > AvaTax > Utilities.
- Select Reconcile Tax.
- 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.
- Select Reconcile Tax to list transactions with records in QuickBooks Desktop and AvaTax that do not match.
- 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.
- Show in QB