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Sperni
Level 1

Group Sales Tax Rate

In Need to add a group sales tax rate in Online Advanced version. Can this be done?

1 Comment 1
IamjuViel
QuickBooks Team

Group Sales Tax Rate

You've come to right place, @Sperni.

 

Yes, with the automated sales tax center, you just need to setup the State Sales tax information. Once completed, you'll see the rest of the tax information reflected on the invoice. Just click on the See the math link on the invoice.

 

Here's how to setup your automated sales tax:

  1. Go to the Taxes menu.
  2. Select the Sales Tax tab.
  3. Choose the Set up sales tax button.
  4. Click Add Agency.
  5. Pick the Agency ▼ dropdown.
  6. Look for the tax agency you want to add.
  7. Select the Filing frequency ▼ dropdown, then choose how often you file.
  8. Add the Start date.
  9. Hit Save.

You can refer to this article for more detailed steps: Set up and use automated sales tax in QuickBooks Online.

 

Also, you can read through this article to learn more how QuickBooks calculates sales tax when you make a sale: Learn how QuickBooks Online calculates sales tax.

 

Let me know if you have other questions. I'm always here to help.

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