Action Required: Review sales tax of transactions created or modified on August 11, 2025

On August 11, 2025, between 11am and 2:30pm PDT, a system issue may have impacted sales tax calculations on transactions in your account. If you have sales tax turned on, it’s possible that sales tax wasn’t included for transactions created or modified in that timeframe. This includes invoices, sales receipts, estimates, project estimates, credit memos, or refund receipts.

Here’s how to identify transactions for review.

Step 1: Run a report of August 11th transactions

1. Go to Reports (Take me there) and select Standard reports.
2. From the Type report name here dropdown , search for the Transaction List by Date report. 
3. Select Filter, then search for and select Modified on from the first dropdown . Leave the second dropdown as Equals.
4. The third dropdown is the date picker. Set the date to August 11, 2025.

Step 2: Review and save each transaction for sales tax accuracy

1. Open a transaction from the report, then select See the math in the summary section. This will recalculate the sales tax on this transaction.
2. How your sales tax is calculated will pop-up. Select Close to finalize the recalculation.
3. Select Save or Review and Send on the transaction.
   • Select Save if you want to save the recalculated Sales Tax amount, but don’t want to send (or resend) the transaction to your customer.
   • Select Review and Send if you want to save the recalculated Sales Tax amount and resend the transaction to your customer. 
     Tip: You may want to include a memo to the customer explaining the updated transaction now has the correct sales tax. The previous one lacked the accurate amount.
4. Repeat this process for each transaction on the report.

These steps will make sure your transactions and reports reflect accurate sales tax calculations moving forward.

We’re Here to Help

We apologize for the inconvenience this caused and appreciate your understanding. 

For QuickBooks Online customers, if you have any questions, our Experts are available to help. 

For Intuit Enterprise Suite customers, if you have any questions or need help, contact your customer success manager (CSM).