Showing results for 
Search instead for 
Did you mean: 

Switch to US Automated Sales Tax

Automated Sales Tax in QuickBooks Online makes calculating, collecting, tracking, and remitting sales tax more convenient.

If you are currently using the Manual Sales Tax Center, QuickBooks gives you the option to migrate to Automated Sales Tax. An easy, 3-step process will get you all set in no time.

This feature currently only supports companies that use accrual accounting. Read the FAQ section below to learn more.

How the migration process works

If you select Taxes from the left menu, you'll be directed to a page explaining the benefits of the Automated Sales Tax feature.

User-added image

Continue to old tax center

Select Continue to old tax center if you want to stick with manual sales tax tracking. You will be asked to confirm that you don’t want to make the switch. You will also be asked for the reason, then you’ll be redirected to your existing sales tax center.

Make the switch

Select Make the switch to migrate to Automated Sales Tax. You will need to answer some questions and perform steps for moving your tax setup to the new experience:

  1. Verify your address. Remember, we are basing tax calculations on this address so it's important that it is correct.
    • If it's correct, select Looks good.
    • If it’s not, select the pencil icon then correct it.

    User-added image

  2. Confirm your tax agency. On this screen, you will see the tax agency name you previously set up on your account and what it will be called going forward.
    • If it's correct, select Looks good.
    • If it's not, select the link I use a different tax agency then correct it.

    User-added image

  3. Select the appropriate filing frequency then Next.

    User-added image

  4. The setup is complete. You will see a confirmation that your migration is done along with a breakdown of the general sales tax rate(s) based on your company location. This page also explains that your rates will change based on shipping and special tax rules.
    Select Go to taxes to access your new sales tax center. Refer to Sales Tax Center Navigation if you need more information.

    User-added image

Frequently Asked Questions