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natfredflappy
Level 1

Is there a way to make a sales tax group rate inactive?

 
4 Comments 4
LauraAB
QuickBooks Team

Is there a way to make a sales tax group rate inactive?

Hello natfredflappy,

 

Making the sales tax codes you're not using inactive in your QuickBooks Online file is a perfect solution to ensuring that unneeded codes aren't accidentally used on transactions. Managing your sales tax codes is a fairly simple process, and I'd be happy to show you how it's done.

 

Whether you've added a provincial or territorial sales tax code or custom codes, including groups rates, you can manage them through the Taxes tab in the left menu. From the Sales Tax page, simply click Manage Sales Tax to see the codes that have been added to your account. Making your group tax rate inactive is then as simple as finding it in the list and then choosing Make inactive. Once it's been made inactive, you'll see Make active as the option instead, which you can use if you ever do need to use the tax rate again.

 

Pretty easy, right? For your reference, here are a couple other useful articles about working with sales tax in QuickBooks Online.

Give that a shot and let me know if you need any further help with it. I'll be here to lend a hand!

hejing133
Level 1

Is there a way to make a sales tax group rate inactive?

hi, 

after inactivate it,

1. will it still show in the options when I do invoices/bank feed?

2. sales invoices previously entered invoices with the inactivated tax code still will show the tax at that time, correct?

 

Jen_D
Moderator

Is there a way to make a sales tax group rate inactive?

Thanks for joining this sales tax discussion, @hejing133.

 

Allow me to chime in here to share additional insights about managing your sales tax items in QuickBooks Online.

 

 

When you make a group tax inactive, it will no longer show up as an option when you create a sale or add a bank transaction. Also, yes, past transactions are not affected when you inactivate a tax item, for reporting purposes.

 

You can play around the sales tax preference using our test drives. There you can use and test our program without messing up with your original company file. Click this link to visit our QBO Canada test drive: https://qbo.intuit.com/redir/testdrive_ca/

 

To learn more about the Sales Tax feature in QuickBooks, I've added some links below for you to check.

 

 

Visit us anytime if you have additional questions about this topic or other things in the program. Have a wonderful day!

hejing133
Level 1

Is there a way to make a sales tax group rate inactive?

Thank you very much!

I figured it out by trying it the sample company.

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