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communityglass
Level 1

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

I have a cash based business so I should not have been able to switch to this in the first place.
12 Comments 12
JenoP
QuickBooks Team

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

Turning it off is only available if you used to have the manual method and was just migrated to it, communityglass.

 

If you used to have it prior to the migration, follow these steps on how you can revert back to manual sales tax: 

 

  1. Go to the Taxes menu.
  2. Click Sales Tax Settings in the upper-right hand corner.
  3. Scroll-down to the bottom, then click Want to temporarily switch to the old tax center? Switch here.

If it's already activated when your account was created, please contact our phone support team so they can turn it of for you. Here's how:

 

  1. Click the Help menu and select Contact Us.
  2. Let them know that want to turn off automatic sales tax.
  3. Click Let's talk.
  4. Select the Get a callback option.

You might also want to bookmark these articles about tracking sales taxes in case you might need them in the future: 

 

You can always reach out to us again if you need more help when tracking and paying sales taxes.

communityglass
Level 1

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

I've been using the manual sales tax for years.  However, when I go to sales tax settings, I am not given the option to switch back to the old sales tax center.

ChristieAnn
QuickBooks Team

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

Hi there, communityglass.

 

Since you still don't have the option to switch back to the old sales tax center after following the steps above, I suggest contacting our QuickBooks Support Team. They can pull up your account and check the setup to verify why you're still unable to go back to the old sales tax center.

 

You can follow the steps provided by my colleague above on how to get in touch with our Support Team.

 

Please check this article on how QuickBooks Online automatically calculates sales tax when you make a sale:Learn how QuickBooks Online calculates sales tax.

 

If you get a notice that your sales tax rate is changing, please check this article on how to edit this so the sales tax shows the correct rate: Edit Sales Tax Rate in QuickBooks Online.

 

Please let me know if you have other questions related with QuickBooks. I'm always here to help you.

rn-elisabeth
Level 1

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

I am also struggling with this. I have called "customer support" twice and wasted over 2 hours on hold. I have used the chat "support" with zero resolution. The steps below posted by Quickbooks do not work. I do not have an option for manual tax entry and I will cancel my subscription if they dont fix this. 

rn-elisabeth
Level 1

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

I have called customer support multiple times and they have not re-set. This is a huge issue and no one seems to care about fixing it.

Adrian_A
Moderator

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

I know a way on how we can revert back to manual sales tax, rn-elisabeth.

 

With regard to the customer support, this isn't the kind of experience that I want you to have. Rest assured, I'm here to help you get back to business.

 

We can export your QuickBooks Online data (QBO) to QuickBooks Desktop. Then, import them again into QBO.

 

Just a heads up, there are limitations when converting the data. That said, not all of them will be included when converting.

 

Then, you can check this article for the detailed steps to export: Export and convert your data.

 

Once done, you're good to import them.

 

Afterward, on your QuickBooks Online account, you'll have the option to use manual sales tax.

 

 

I've also added these articles when setting up sales tax:

 

 

You always have me if you still have other questions about sales tax. I've got you covered!

jwall459
Level 3

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

Can you do that for us? Seems like vulnerability for something to go wrong. Where do I sign up for you to do this?

Catherine_B
QuickBooks Team

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

We have detailed articles that will walk us through the process, jwall459. 

 

My colleague also laid out the step by step conversion of our accounts. You might want to contact our Phone Support Team and they can screen-share with you. 

 

Here's how to connect with us:

  1. Go to the Help menu and click Contact us
  2. Enter your concern something like Convert file from QBO to QBDT and back to QBO for manual sales tax. 
  3. Click Let's talk
  4. Choose to either chat or call us. 

I'm here if you need anything else. Thanks!

almoterp
Level 2

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

Yeah automated sales tax is whack!!! And I can't revert back to the manual method that I've used for 7 years. Would be nice if there instructions below for reverting back actually worked. Frustrating to say the least!!!

Fiat Lux - ASIA
Level 15

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

Explore this AST Filing and Reporting app to integrate with your QBO as a workaround.

https:// taxjar.grsm.io/mytax

 

kathyemersoncpa
Level 2

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

I called QB Pro Adv support. They are not able to switch it back to manual method and we are stuck with the automated method. One of the problems is that when drilling into the sales tax liability report, the support details behind the numbers is different from what is on the report. The details are correct. I am working on a workaround. This is horrible to do to clients. 

kathyemersoncpa
Level 2

Has anybody figured out how to switch back to manual sales tax reporting in QBO? Spent hours in chat asking for help with no assistance.

Try this for a workaround since we cannot switch back to Manual Sales Tax:

Pull the Sales Tax Liability Report and drill into the Gross Amount to calcuate the total to pay. This may calculate to be different from what is on the face of the report. 

Pay the correct amount of sales tax. 

When recording the payment in QBO, clear out the total in the Automated Sales Tax Table for the total amount it says is due, without any adjustments. This may not be the amount actually paid.

Record the difference for the amount paid compared to the automated sales tax total in the Bank Register for the same payment date and book to Collection Allowance, or Taxes & Licenses account. The amount may be higher or lower than the amount in the sales tax table. The total of both entries will equal the total amount paid.

When reconciling, check off both entries in the bank register for the one check that clears. 

In bank feeds, exlude the payment when it clears as it cannot match what is recorded in two entries. 

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