How to create multiple sales tax agencies in QBO plus (global edition)?

micoweb · ‎May 15, 2022

In QBO plus (global), when you attempt to create (say) 2nd & 3rd sales taxes (thru the regular tax set-up procedures) - the program insists on using the first agency for all three taxes! I've tried to edit this default during set-up (of the 2nd & 3rd), but the agency field doesn't allow changes. When you have to account to 3 different sales tax authorities, you need a payable & suspense GL account for each (i.e. a total of 6 accounts in your COA). And you need 3 separate reports (each filing period). Obviously I need to know if this is a fundamental flaw in the global edition. As, if I continue to help my client with this set-up, and they start entering live transactions - all their sales taxes will be merged into one report! If there's no simple solution in QBO, I'll need to recommend my client use QBDT instead (where setting-up multiple STs in quite easy). Mike

Trish_T · ‎May 16, 2022

Hi micoweb,

Welcome to Community! It's essential that you're able to add the applicable sales tax in QuickBooks Online. I'll be happy to provide more information so you can complete your QuickBooks goals with confidence!

Here's how to add sales tax agencies;

1. From the left menu, open Taxes and then Sales tax

2. Select Manage sales tax and then Add tax

3. Choose Start tracking in a new province and use the ▼ dropdown menu to select the province.

4. Add a custom tax and agency for any other taxes you collect on sales

5. Hit Add to save

If you require additional assistance, please don't hesitate to contact us.

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Feel free to reach back out with any other questions you may have. We'd be glad to assist!

micoweb · ‎May 17, 2022

Hi Trish_T - the procedures you describe are for the Canadian edition. I need to know how, for the global edition.

JamesM4 · ‎May 17, 2022

Hello, micoweb.

Thank you for getting back to us and clarifying which country edition you're using. For the Global edition, I can help and walk you through how to set up and add sales tax in QuickBooks.

Here's how:

Go to Taxes and choose Set up tax.
Enter Tax name, Description, Tax agency name.
Enter your Business ID no (optional).
Tap your Start of current tax period.
Click your tax Filing frequency for GST.
Press your Reporting Method (usually it'll be Accrual, unless you are a professional service provider. If in doubt, please consult your accountant).
Enter Sales rate, then select This tax is applicable on purchases, if applicable.
Hit Next, then press OK.

For more detailed about this, please check out this article: Set up and use sales tax in QuickBooks Online.

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How to create multiple sales tax agencies in QBO plus (global edition)?