Recurring Sales Receipts are broken - not charging taxes (randomly?) and other odd issues

I want to ensure this is taken care of, @TTOLER.

We have an open investigation about the sales tax not being included on recurring Sales Receipts. Rest assured that our engineers are working on this to provide a permanent solution.

I recommend contacting our QuickBooks Support Team to be added to the affected users list for email updates on the investigation's status and resolution notification. To expedite the transaction, provide this investigation number INV-98342.

Here's how to reach them:

1. Go to the Help icon.
2. Select Talk to a Human.
3. Enter a short description of your concern.
4. Click on I still need a human.
5. Tap Contact Us to connect with our live support.
6. Choose to Get a callback.

Also, please review the recurring sales receipt you created, as no payments were processed. This is to double-check if there is an issue with its setup.

Additionally, you can utilize this article when personalizing your sales form. It provides further tips about handling templates: Customize invoices, estimates, and sales receipts.

If you have any further concerns about recurring sales receipts, please don't hesitate to share them with the community. Stay safe!

What is the status of this error fix (INV-98342)?

I commend you for your proactive approach in seeking updates on this investigation, @TTOLER. I'll ensure you get the update about the investigation on Sales tax calculations not being included on recurring Sales Receipts.

If you're already on the affected users list, please check your email for updates from our support team. If not, kindly follow the steps outlined by my colleague above to add you to the list.

If you're on the affected user's list but haven't received updates, I recommend contacting our support team directly. They can access the investigation's status and provide the latest information.

You can follow the steps below to reach out to them:

1. Sign in to your QuickBooks Online account.
2. Click on the Help button.
3. Select the Search tab.
4. Choose the Contact Us option below.
5. Go to Ask about something else and enter a brief discussion with your concern.
6. Hit Continue, then choose between Have us call you or Chat with us.

Please note that the support team is available Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT. Kindly consider checking their available hours before reaching out.

In case you want to personalize the sales forms and record invoice payments in the future, you can read these articles for guidance: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Your commitment to getting this sorted out is greatly appreciated. You can always count on me if you need assistance with your reports, entries, and other things in QuickBooks Online. Kindly reply to this thread or create a new post. I'm always available to help.