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How do I add a group sales tax rate?

Occasionally, businesses need to group multiple sales tax items into a group.

To create a sales tax group rate

  1. Select Taxes from the left menu
  2. Ensure Sales Tax is shown at the top. (Tip: If you use payroll in QuickBooks Online, you may need to select Sales Tax as opposed to Payroll Tax)
  3. Select Manage sales tax
  4. Select Add tax
  5. Select Add next to Group rate
  6. Enter the desired Group name
  7. (Optional) Select Description to enter additional information
  8. From the first Tax rate drop-down, select one of the rates you want to add. By default, the Applicable on drop-down will be greyed out and defaulted to Net amount
  9. From the second Tax rate drop-down, select the next rate you want to add
  10. From the Applicable on drop-down, select what the second rate is applicable on: Net amount, Tax amount, or Net + Tax amount
  11. (Optional) If you need to add more than two tax rates, select Add another tax rate and repeat steps 9 &10 above
  12. Select Add
  13. Your new new group rate will now appear on the Group rates tab of the Manage sales tax screen

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