Liabilities > SalesTax Payable - Status Pending
There's no way to update the status of invoices in the Liabilities: Sales Tax Payable account. Even when the invoice is marked as fully paid/or all sales taxes have been paid and account is $0 balance. It's mostly annoying but also makes lining up dates with paid sales taxes difficult.
Comments
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@danielwhite8425, thanks for letting us know!
It looks like you already reported this to Chat Support. They followed up with an email to you that says:
I was talking to my team about this 'Payable Sales' pending transactions you see, there is actually a way for this to be handled better.
My team is suggesting that the way to go is like this:
When you pay your taxes and make the payment to the tax authority when due, you will want to assign the payment once it shows in Simplifi as a transfer to the Sales Tax Payable account.
So basically, the 'pending' transactions will never change, once you perform the payment to the tax authority, let's wait for the payment to show in your regular account, once it does, you will go into 'View Transaction' in that sales payment and change the category to 'Transfer > Payable Taxes', Simplifi will show you a prompt that a manual transaction will be created in the other side to balance the account, you will click on 'Continue' by then.
This is the best way to handle pending taxes so you have always a record of how many transactions and it's total.
I hope this helps!
-Coach Natalie
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Yes, I followed this suggestion from the response, but "pending" invoices always show at the top of the register. These invoices are not pending, they have been paid in full (and reflect as such in the "Invoices" area). Even when the tax is paid to the jurisdiction against those invoices they remain at the top of the register in pending status, rather than completed in order by date in the register below.
It would be helpful to either be able to apply the tax paid credit to the appropriate invoice debit OR not show invoices paid in full in pending status at all (the latter would be better in my opinion). That being said the messaging of pending status is simply misleading and should be addressed in some manner.
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@danielwhite8425, thanks for the reply and the additional feedback!
You definitely posted in the right place for our QBP product team to see your feedback. I'd also suggest creating an Idea post outlining the change you'd like to see so other users can vote on it.
-Coach Natalie
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