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autaugaglass_alabama
Level 1

Multiple Locations

I am new to QB.  My company offers mobile service to our tri-county area. I am trying to figure out the best way to set up our company profile so the correct sales tax is calculated according to the location of the sale. Is there a way to do this in QB?

1 Comment 1
ReyJohn_D
Moderator

Multiple Locations

I'm glad to have you here in the Community, @autaugaglass_alabama.

 

QuickBooks Online (QBO) calculates sales tax amount based on the state where you have nexus and are registered to collect sales tax, the physical address of your business and on the sales forms, the product mapping you've associated with the item you're selling, and the exemption status of your customer.

 

You'll have to make sure you've set up a state tax agency of the customer's location to collect sales tax. I’ll guide you how.

 

1. Go to Taxes.

2. Choose Sales tax settings and click on the Add agency button.

3. Click on Agency ▼ dropdown, then look for the tax agency you want to add.

4. Select the Filing frequency ▼ dropdown, then choose how often you file.

5. Add the start date and click on Save once done. 

 

Then, let's also ensure you've set up the customer's Shipping address. This is to calculate the location of sale based on the address you're shipping from and to. 

 

You can learn more in this article: Setting up Sales Automated Tax in QuickBooks Online. This link provides detailed information on how to calculate sales tax in QBO.

 

Also, here's an additional link to know more about sales tax in Quickbooks Online: Sales Tax in QuickBooks Online.

 

Feel free to post anytime here in the Community. I'm just a post away. Have a wonderful day!

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