Set up sales tax email reminders in QuickBooks Online

In QuickBooks Online, you can set up custom email reminders to stay on top of important sales tax deadlines. This can help you meet your sales tax obligations and avoid any potential penalties.

In this article, we’ll show you how to:

• Set email reminders 
• Edit reminders 
• Turn off reminders

Important to know

• To set up email reminders, make sure you have set up sales tax in QuickBooks Online. 
• Only primary and company admins can receive reminder emails. 
• You can only create one set of reminders, which means you can receive up to two email notifications. 
• If you make changes to a reminder, it will replace the previously created one.

Set up email reminders

1. Go to Taxes and select Sales tax (Take me there).
   Note: Your navigation may look different if you have not set up Payroll or any other taxes.
2. Select Add reminders.
3. Select the Email address of the Primary or Company admin who should receive the reminder.
4. Under When is your next return due?, select a Date.
5. You can select the First reminder frequency that suits you best. This includes options like 30, 21, 14 or 7 days before the sales tax due date.
6. Select the frequency of a Second reminder: 5, 3, or 1 day(s) before the sales tax due date.
   Tip: If you only want one reminder, select None. 
7. Select Save.

Edit reminders

1. Go to Taxes and select Sales tax (Take me there).
   Note: Your navigation may look different if you have not set up Payroll or any other taxes.
2. Select Edit reminders.
3. Make the necessary changes. 
4. Select Save.

Turn off reminders

1. Go to Taxes and select Sales tax (Take me there).
   Note: Your navigation may look different if you have not set up Payroll or any other taxes.
2. Select Edit reminders.
3. Select Turn off reminders.

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