Hello there, @Doreen44.
I understand the importance of tax codes in maintaining an accurate sales record by keeping track of taxable and non-taxable sales and customers in QuickBooks Desktop (QBDT).
QBDT does not allow you to change tax codes all at once. You may run a Sales Tax Revenue Summary or Sales Tax Liability report that provides a summary of sales by tax agency and sales tax code. Here's how:
- Go to the Reports tab.
- Choose Vendors & Payables.
- Select Sales Tax Liability or Sales Tax Revenue Summary.
Once done, review the reports to determine non-taxable and taxable codes in Quickbooks, and then manually edit the tax codes for those accounts you want to change.
To edit the non-taxable status of an item:
- Select Item List from the Lists menu.
- Choose Item from the Item List window, then click Edit Item.
- From the tax code drop-down, choose Non-Taxable Sales.
To edit the non-taxable status of a customer:
- Select Customer Center from the Customers menu.
- Select Edit by right-clicking the customer name you want to set up as non-exempt.
- Go to the Sales Tax Settings tab.
- From the Tax Code drop-down, choose Non-Taxable Sales.
- Click OK.
Check out these articles for more detailed information:
If you need to adjust the sales tax amount you owe, you may read this article for reference: Process sales tax adjustment.
Click the Reply button if you need further assistance or have additional questions about managing your tax codes. Stay safe, Doreen.
