how do i remove a bank deposit from the sales by customer summary report

You'll need to edit the deposit transaction and update the account category, Glenda.

Your South African Revenue Service (SARS) tax refund was likely recorded as a deposit directly in an income account and possibly tagged with a customer. Thus, it appears in the Sales by Customer Summary report.

To remove this from this report, let's find and update the deposit transaction to the appropriate account category. Here's how:

1. Go to your Sales by customer summary report.   
2. Locate the Deposit for the received tax refund from SARS.   
3. Change the Account category to the appropriate one.   

• If it's an Income Tax refund, you may want to use Income tax payable.
• If it's a Sales Tax (VAT/GST) refund, you might want to change it to your VAT Payable account.

        4. Save and close the deposit.

Once done, refresh your report and check if you're still seeing the tax refund on the report.

If you need assistance or have any questions about updating the deposit transaction or changing its categorized account, leave a comment below