QuickBooks HelpQuickBooksHelpIntuit

Turn off manual sales tax in QuickBooks Online

SOLVEDby QuickBooks554Updated June 21, 2022

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

  1. Go to Taxes, then select Sales tax (Take me there).
  2. If you see the option to go to the new sales tax experience, select Do it later.
  3. Under Related Tasks, select Edit sales tax settings.
  4. 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:

  1. Go to Taxes, then select Sales tax (Take me there).
  2. In Related Tasks, select Sales tax liability report.
  3. Set the report period to All Dates. All agencies and tax items will be listed on the report.
  4. 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.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this