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janz
Level 1

How do you set up to prorate sales taxes

I have to prorate the HST for ITCs.  I set up a Group Sales tax rate but it doesn't show in transactions
1 Comment 1
Alex M
QuickBooks Team

How do you set up to prorate sales taxes

Hi there janz,

 

Thanks for reaching out about your tax codes. QuickBooks Online is a great tool able to assist you in keeping track of tax on transactions so you know the amount to declare. I can provide some information about sales tax.

 

If you've created a sales tax code, but you can't see it when creating transactions, one place to check would be to make sure the tax code is active. To do so, go to the Taxes tab, then Sales Tax. Click on Manage sales tax, then locate the new group code you created. If Make Inactive is listed in the Action column for the row, then the code is active. If Make Active is shown, it's currently inactive, and you would need to click on that option to see it while creating transactions.

 

Another possible cause for it not showing up when transactions are being created would be browsing data. These temporary files can accumulate in your browser, device and network and cause errors like missing options in any cloud-based software like QuickBooks Online. You can resolve errors caused by browsing data by using these steps:

 

For assistance in making sure that the tax code you created is correctly affecting your tax balances, I recommend reaching out to your accountant. Their expertise will be able to guide you on how this new tax should affect the lines of your tax return and make sure it was created correctly. You can invite your accountant to your books by going to the My Accountant tab and entering their details. You can also find an accounting professional near you that has experience using QuickBooks programs by clicking on the Find a Pro to Help option located in that section.

 

If you have any other questions, feel free to reach out here.

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