Set up and use Smart Sales Tax Envelope

Learn how to save up for sales tax with the Smart sales tax envelope.

QuickBooks Online makes saving for taxes even easier by using Automated Sales Tax and Envelopes. Envelopes can help you save money for emergencies or to help you get ahead.

Set up Smart Sales Tax Envelope

1. Turn on Automated Sales Tax.
   • Check out how to set up and use automated sales tax in QuickBooks Online.
2. Select Smart sales tax envelope.
3. Select Add envelope.
4. Select Let's do this.
5. Review the amount and schedule you'd like to transfer from QuickBooks Checking.
   • When you select Autosave, QuickBooks will transfer your savings from the QuickBooks Checking account to the Smart sales tax envelope every Monday. This date can't be changed.
6. Select Transfer funds.
7. Select Transfer now to make the initial transfer now or Do it later to make the initial transfer later.

Note: You can also manually transfer funds into your Smart sales tax envelope at any time.

Record a tax payment

Before you file a tax payment, you'll need to transfer the money from the Smart sales tax envelope to QuickBooks Checking.

You can file and record sales tax payments with the right tax agency using your QuickBooks Checking account. Find out how to File your sales tax return and record tax payments in QuickBooks Online.

Note: You'll also need to record tax payments you make in the Sales tax center. If you don’t record these payments, the envelope might save for taxes you’ve already paid. 

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