If you don’t charge sales tax, but have the setting turned on in your QuickBooks Online account, you’ll need to turn it off before using the New Invoices experience. This is a one-time action that will help set your account up for seamless use in the future.
Turn off sales tax
- Go to Taxes, then select Sales tax (Take me there).
- If you see the option to go to the new sales tax experience, select Do it later.
- Under Related Tasks, select Edit sales tax settings.
- Under Do you charge sales tax?, select No if you don't charge sales tax.
Note: If you already charged sales tax on earlier transactions, you won't be able to disable sales tax without first removing sales tax from those earlier transactions. To do this:
- Go to Taxes, then select Sales tax (Take me there).
- In Related Tasks, select Sales tax liability report.
- Set the report period to All Dates. All agencies and tax items will be listed on the report.
- Select the Taxable Amount, to open a report with all transactions that have global sales tax on them. Do one of the following for each transaction:
- Delete each transaction, turn sales tax off (see the steps above), then recreate the transactions.
- Edit each transactions and remove the sales tax.