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Edit sales tax rate in QuickBooks Online

by Intuit Updated 4 weeks ago

Learn how to edit sales tax rates in QuickBooks Online.

The amount of sales tax you collect may increase or decrease depending on the province where you conduct business. Update your sales tax rates to make sure you collect the right amount. Here’s how.

What happens when you edit sales tax rate?

Here are a few things you need to know before you edit a sales tax rate.

  • When you edit a sales tax rate you use on templates, you need to select it again. Otherwise, it won’t apply any sales tax rate.
  • Reports show the data for both rates (before and after) if there are transactions for both rates in a particular period.

To edit sales tax rates:

  1. Go to Taxes and select Sales tax (Take me there).
  2. Select Manage sales tax.
  3. In the Tax agencies table, choose the rate you want to change, and select Edit rate under Make inactive dropdown.
    Note:You will not be able to edit any QuickBooks Online default tax rates.
  4. In the Edit sales tax rate window, change the rate. You can also change the name if you like.
  5. Set the Effective date, if required, this will be the date from which the rate change will take effect.
  6. Select Save.
  7. Select Make inactive or Make active beside the tax rate you want to make inactive or active.

Note: You'll see "Error: To process this credit card transaction, please enter a credit card number. (code:"INDIRECTTAX-15811")" when trying to edit a tax rate that is being used on a recurring transaction that is setup to auto-charge.

To resolve this error:

  1. Creat a new tax rate.
  2. Edit the recurring transactions to use to the new tax rate.
  3. After all recurring transactions are updated to the new tax rate, go to the sales tax settings and make the old tax rate inactive.

Edit a tax agency name

You can edit a sales tax agency’s name through the Sales Tax Centre using manual sales tax only. However, your sales forms will still show the old or initial name you’ve entered. If you would like a different name to show on your sales forms, you'll need to create a new tax agency.

To edit your tax agency's name, here's how:

  1. Go to Taxes, then select Sales tax (Take me there).
  2. Select Manage sales tax.
  3. Select Edit agency settings, then edit Tax agency name.
    Note: You can edit only a custom tax agency created by you.
  4. Select Save.

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