Hello wildmountainthyme,
Welcome to Community! Adding the applicable sales tax to your forms is essential in keeping with government guidelines. Once you've completed the sales tax set up, QuickBooks will calculate the sales tax automatically for accurate filing. I would be glad to assist!
Here's how to set up your Sales Tax codes;
1. From the left menu, open Taxes, then Sales tax
2. Click on Manage sales tax and then Add tax
3. Select Add next to one of options and follow the prompts to complete the set up
Once you've completed adding your sales tax codes, you'll see them when creating your forms by using the ▼ dropdown menu in the Sales tax column. In addition, you can set a default tax code to your products/services, so it's added to your forms automatically;
1. Open your Settings ⚙ and select Products and Services
2. Hit Edit to the right of the item you want to add a default tax code to
3. Scroll down to Sales tax and use the ▼ dropdown menu to select the tax code
4. Hit Save and Close.
Please don't hesitate to reach back out if you have other questions. We would be happy to help!
