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Change a sales tax rate using the QuickBooks Online app (Android only)

SOLVEDby QuickBooksQuickBooks Online3Updated 7 days ago

Learn how to change a sales tax rate using the QuickBooks Online app for Android.

While you can only add or edit sales tax rates on QuickBooks Online for the web, you can view sales tax rates and transactions on your Android device. For more information on sales tax rates, check out how to set up and use automated Sales Tax.

Add a sales tax rate

  1. From QuickBooks Online for the web, go to Settings ⚙️, then select Tax Rates.
    • Note: If this is your first time, you'll see an introductory screen: select Add tax rate to get started.
  2. Select +, then select Single tax rate or Combined tax rate.
  3. Enter information about the tax rate:
    • For a Single tax rate, add a Sales tax name, Agency, and Rate, and then select Done.
    • For a Combined tax rate, add a Sales tax name, Component, Agency, and Rate, and then select Done.
      • Note: Combined sales tax rates can include new and existing rates. Select Combined tax rate if your tax agency makes you break down this tax into multiple parts, such as city, county, and state taxes.

Edit a sales tax rate

  1. From QuickBooks Online for the web, go to Settings ⚙️, then select Sales Taxes.
  2. Select the rate you want to edit.
  3. Select Edit ✎ and make your changes.
  4. Select Done.

Add a sales tax rate during a transaction

If during a transaction you need to add a sales tax rate, this can be be done easily before completing the transaction. Just set up a new sales tax rate in order to complete the transaction.

  1. Open an estimate or invoice.
  2. Select Edit ✎.
  3. Select Add Item, then select +.
  4. Select the Taxable checkbox, then select Add.
  5. Select Add Tax.
  6. Enter your tax rate info.
  7. Select Done.

Your new sales tax rate will appear in your existing list of sales tax rates.

Override a transaction sales tax rate

If you want to see the tax override feature in the app, you need to first go to QuickBooks Online from the web and create your tax codes in the company file.

You can't edit a tax if you haven't selected any tax from the Select Tax field, if you didn't select None when you chose a tax, or if the transaction belongs to an old tax model.

  1. Open an estimate, invoice, or sales receipt.
  2. Select Edit ✎.
  3. Select the Tax entry checkbox.
  4. Change the tax amount.
  5. Select Done.

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