Sales tax center - Sorry, an error occurred

Hi there, chetro.

Currently, we have an ongoing investigation about customers being unable to access the sales tax center under the sales tax owed page in QuickBooks Online (QBO).

Our engineers are currently working on this to sort it out as quickly as possible. Since they are working on this internally, please know that we cannot provide a turnaround time regarding their efforts.

In line with that, we can use the suggested workaround to get around this current behavior. Thus, we can switch to Automated Sales Tax by referring to this article. It contains complete guidelines and what will happen after switching to this option: Switch to automated sales tax in QuickBooks Online.

In case you are not directed to the page where you can utilize Automatic Sales, kindly copy the following URL and paste it into your browser's address bar: https://app.qbo.intuit.com/app/tax/set-up-tax. Next, please follow all of the prompts that appear on your screen to complete the process.

Moreover, to ensure you'll get an update about the resolution status, I recommend contacting our QuickBooks Support Team. This way, they can add your company file to the list of affected users and provide this investigation number for easy tracking: INV-94539.

To reach them, you can follow the steps below:

1. Sign in to your QuickBooks Online account.
2. Click the Help button.
3. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
5. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to take note of their support schedule and hours: QuickBooks Online Support.

Once resolved, you can manage your tax payments as well as review your sales tax reports. Just go to this article for complete guidelines: Manage sales tax payments in QuickBooks Online.

As we work on this, we sincerely appreciate your patience. If you have any other questions about QuickBooks, I'll leave this thread open.

I am getting the same message.  Our sales tax must be submitted no later than Monday the 20th by 5pm or we incur interest.  Hoping for a fix soon!

I understand the urgency of your situation, Beverly.

Rest assured, I'm here to share insights and troubleshooting steps to fix this.

To ensure timely submission of your sales tax, I recommend switching to Automated Sales Tax in QuickBooks Online. Here are the steps to follow:

1. Navigate to the Sales Tax Center.
2. If you are met with a page to Use Automatic Sales Tax, please follow the prompts. 
3. If you didn't the page, please copy and paste this URL into your browser: https://app.qbo.intuit.com/app/tax/set-up-tax.
4. Follow all of the prompts on your screen to complete the switch to Automatic Sales Tax.

You may also refer to this article for step-by-step guidance on transitioning from manual to automated sales tax: Switch to automated sales tax in QuickBooks Online.

If the issue persists, I advise reaching out to QuickBooks Online support for further assistance. Your prompt attention to this matter is crucial, and I am confident they will achieve a swift resolution.

Also, I will share this resource to help you configure the locations where you collect sales tax: Set up where you collect sales tax in QuickBooks Online. This will enable you to stay updated on your state's tax laws, ensuring accurate calculation of sales tax and returns: 

Should you need further assistance managing your sales tax in QBO, don't hesitate to tag my name. I'm here to support you along the way.

Has there been a resolution this yet?

I'm having same issue.  Has there been a resolution?  I just spent 30 minutes on phone with support and didn't get anywhere.

 I'm here to help you troubleshoot and fix the issue you're facing, @BCampbell.

 I suggest switching to Automated Sales Tax as a workaround. To do so, please follow these simple steps: 

1. Go to the Sales Tax Center. 
2. If you are met with a page to Use Automatic Sales Tax please follow the prompts. 
3. If you are not met with a page to Use Automatic Sales Tax,
4. Please copy and paste this URL into your browser: https://app.qbo.intuit.com/app/tax/set-up-tax
5.  Follow all of the prompts on your screen to compete the switch to Automatic Sales Tax.

If the issue persists even after making the switch, I recommend getting in touch with our QuickBooks Online Support for assistance. Especially if you still need to be added to the list of affected users, it's important to act promptly. 

Here's how you can contact support:

1. Sign in to your QuickBooks Online company.
2. Go to the Help icon.
3. Click the Search tab and select Contact Us.
4. Provide a summary of your concern and click Continue.
5. You can either choose Chat with us or Have us call you.

For step-by-step guidance on transitioning from manual to automated sales tax, you can also refer to this article:  Switch to automated sales tax in QuickBooks Online.

Additionally, I'd like to share this resource that can help you configure the locations where you collect sales tax: Set up where you collect sales tax in QuickBooks Online. This will ensure that you stay up-to-date with your state's tax laws, enabling accurate calculation of sales tax and returns. 

If you need further assistance managing your sales tax in QBO, please don't hesitate to reach to us. We're here to support you every step of the way. Have a good one. 

Do not do this work around if you have multiple city/sales tax agencies. 
you will have to re set up all tax agencies

automatic only does your physical locations local tax and state tax

you cannot undo once you change to automatic 

2plus hrs and no solution. 

unless I set up new new tax liability accounts I can no longer enter sales receipts for multiple cities in my state

means you also can’t reconcile if you can’t enter sales

best to leave alone and pull liability reports and enter payments as journal entries 

hopefully Intuit can fix this asap

I followed all of the steps and still get an error "Another tax agency is already using this name.  Please use a different name.  (code: 'INDIRECTAX.11202").

We only charge tax in the state of Nebraska and our tax agency is Nebraska Department of Revenue which is already set up in my Quickbooks.

Thank you.

Thank you for joining this thread, Beverly. 

I understand how important it is for your company to use the sales tax feature smoothly. It helps you pay or file the sales tax return on time, enabling you to focus on your business. Let me connect you to the team that can help you resolve the error and get you back on track. 

We'll have to review your Sales tax settings to determine the cause of the issue. Since the troubleshooting steps require us to access your account, I recommend contacting our QuickBooks Online (QBO) Care Team for further assistance. They'll conduct further investigation into this matter, as well as discuss the details of the source of the issue and help implement the permanent resolution.

To obtain the contact information:

1. In your company, tap the Help icon in the upper right to display the support window.
2. Choose the Assistant tab and enter a brief description of your concern in the Type something bar.
3. Press the Get help from a human link to see more options.
4. In the How would you like to connect with us? section, choose Chat to initiate a conversation and Callback to speak with an agent.

For more information about removing a tax rate or changing your state agency information, check out this article: Delete sales tax rates and agencies in QuickBooks Online.

These resources will guide you in assigning sales tax categories, handling, and categorizing products and services, as well as setting up exemptions for customers or items: 

• Add a sales tax category to products and services in QuickBooks Online
• Understand and set up sales tax-exemptions in QuickBooks Online
• Learn how QuickBooks Online calculates sales tax

Keep me posted if you still have any concerns or additional questions about setting up tax agencies or performing any sales-related activity in QBO. I'm always ready to assist you further. Have a great rest of the day, Beverly.

My system will not switch to the Automated Sales Tax.  We only collect sales tax in the state of Nebraska to the Nebraska Department of Revenue.  The system gives me an error stating I already have the Nebraska Department of Insurance as my tax agency.  Thank you.

What is going on with getting this fixed? 

Hin - PLEASE UPDATE im getting the same error - is this going to be resolved prior to my state mandated deadline, as there are interest and fees due if not.  

Thank you

I can only imagine how challenging that situation must have been for you, Alldrains1.

Let me make it up to you by ensuring this gets sorted out.

I've checked our system and found out that the investigation's status is closed. Since you've still encountered an error, I recommend switching to the Automated Sales Tax feature in QuickBooks Online (QBO). Doing so helps you resolve this issue. I'll show you how:

1. Go to Taxes and then select Sales tax.
2. Choose either Use automatic sales tax or Get Started to proceed.
3. If you don't have the option to switch, copy and paste this URL into your QBO browser https://app.qbo.intuit.com/app/tax/set-up-tax.
4. 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.
5. Make sure your existing tax rates with the official state agency in one of two ways, then click Next.  
6. Review the rates and when you're done, hit Save.
7. Select the X to close the window, or to view a demo of automated sales tax, choose Continue.

For more details, please see this article: Switch to Automated Sales Tax in QuickBooks Online.

If the problem persists after making the switch, I recommend contacting our QuickBooks Support Team. Our engineers can further investigate this and provide a permanent fix. Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to the Help icon.
3. Click the Search tab and select Contact Us.
4. Provide a summary of your concern and click Continue.
5. You can either choose Chat with us or Have us call you.

If you need further assistance managing your sales tax in QBO, please don't hesitate to reach out to us. We're here to support you every step of the way. Have a good one. 

Agreed.  This is annoying.  QB has not resolved the issue yet.

Greetings, we continue to experience multiple significant issues with the sales tax center. I have not learned of a workaround for recording and viewing Sales Tax Owed in the Sales Tax Center. However, I have a suggestion for a workaround to calculate sales taxes accurately in the Sales by Customer Detail Report. The system seems to calculate sales tax accurately for Sales Receipts but not for Invoices. When I have used sales receipts instead of invoices, the report has accurate. I have not been able to use the workaround 100% as sales receipts are not compatible with transactions that allow for deposits or partial payments. In those cases, I have had to review each invoiced sale to recalculate the sales taxes separately. It has been thwarting and burdensome.

Have you considered trying/trying the Sales Tax Liability Report? There are date filters on the report so you can grab only fully funded tax payments made in the tax period you are filing. This report would ignore partial/deposit transactions, and not report on them until that the invoice is fully paid.. 

I've been making journal entries for the tax payments. Not as streamlined as I expect from Quickbooks, but it works.

Greetings, thank you for your ideas. We will be exploring manual journal entries to log some entries before we hand over our books to the accountant. We are also taking measures outside of Quickbooks as we move forward. All the best to you in 2024. 

Hey Intuit,

Are you doing anything to fix this issue?  This error has been going on since November

and your customer support is awful!   It is a complete waste of time.  What is the problem

with the sales tax center and what are you doing to fix it?

Hello there, bgrindle4. I understand how significant it is for you to get this fixed quickly. No worries, I'll make everything clear for you.

Upon checking here, the investigation about the Sales tax center has already been marked as closed. Since you're still experiencing the same issue, I suggest contacting our QuickBooks Support Team so they can further sort this out and assist you promptly using their tools.

Here's how:
 

1. Sign in to your QuickBooks Online company.
2. Go to Help icon.
3. Click the Search tab and select Contact us.
4. Provide a summary of your concern and click Continue.
5. You can either choose Chat with us or Have us call you.

Additionally, check out this article for your guidance in recording, adjusting, and deleting your tax payments: Manage sales tax payments in QuickBooks Online.

Let me know if you need further assistance managing your sales tax in QBO. We're always here to assist you anytime. Stay safe.

I have already called twice about this issue.  I have a new ticket

from this morning INV #907404.  I got this created after the guy

wasted 30 mins of my time trying different browsers and the app.

Super frustrating so if this ticket was resolved, I would like to see

what the resolution was and if it fixes my issue.

Calling doesn't help at all.  I have called every couple weeks for 2 months now.  I get - Sorry, an error occurred in Sales Tax.  When trying to setup automated sales tax, I get an error too.  Called on that.  Started Chats.  In the end waste all my time for the same answer.  They are working on it and it's a priority.  How do we request a refund from Quickbooks until this is resolved??

Not resolved.  Wasting my time too.  

Ditto and ditto. 

I have called repeatedly and as recently as of this am. Quick books as of 1/4/2024 I was told Quickbooks will not support any classic sales tax , you have to do the automated sales tax update.  They closed the investigation number for 95439 found above.  

I did do there auto sales tax conversion along with their representative and the sales tax report or link still continues to be inoperable.  I am having to pull reports from chart of accounts and do journal entries as a work around. My investigaition number is 92855 and supposedly still an active investigation they are working on. With this change you will not be able to select old tax accounts in reciepts, only journal entries.  The sales reciept now have an address drop down to enter zip code and creates new tax chart based off location.