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Switch to automated sales tax in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online134Updated 4 days ago

Learn how to switch from manual to automated sales tax in a few quick steps.

Simplify how you track your sales tax returns. Let QuickBooks calculate sales tax based on what you sell, where you sell, and where you ship. QuickBooks knows the tax rules, wherever you run your business.

Here's how to switch to the new sales tax system in QuickBooks Online. After you switch, you can view all your existing sales tax info in one place.

Note: We're rolling out automated sales tax for all QuickBooks users. If you don't have the option to switch, don't worry. It should be available for you soon.

Switch over to the new sales tax

Want to know how automated sales tax works first? You can learn how QuickBooks calculates sales tax. When you're ready, follow these steps below to switch.

  1. Go to Taxes to see the sales tax center.
  2. If your QuickBooks is ready to switch to auto sales tax, select Get started.
  3. Check if your business address is correct. If it is, select Next. If it isn’t, select the pencil icon to update the address, then select Next.
  4. QuickBooks identifies the official tax agency in your state. Select the tax agency from the OFFICIAL AGENCY NAME ▼ dropdown menu. Make sure it matches with the tax agency under YOUR AGENCY NAME. 

Note: If you use the same tax agency for different locations, you can enter it in the Official agency ▼ dropdown menu. 

  1.  When you're done, select Next.

That's it. You're ready to use automated sales tax calculations and track your upcoming returns in one place.

Check your past returns

When you switch to the new sales tax, you don't lose any of your existing sales tax info. You can manage all your paid sales tax returns in one place.

  1. Go to Taxes.
  2. Select History.
  3. If you want to view more details, select View return.

Get started with the new sales tax system

To learn what's next after this, check out our automated sales tax overview. We'll walk you through everything else you need to know after switching to automated sales tax.

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