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Add a group sales tax rate in QuickBooks Online

by Intuit4 Updated 11 months ago

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

To create a sales tax group rate

  1. Go to Taxes.
  2. Select Sales tax (Take me there) 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 dropdown, select one of the rates you want to add. By default, the Applicable on dropdown will be greyed out and defaulted to Net amount
  9. From the second Tax rate dropdown, select the next rate you want to add.
  10. From the Applicable on dropdown, 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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