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chucktvb
Active Member

Can I turn off Sales Tax for invoices, which I accidentally enabled. With Sales Tax on, QB does not allow "invoice import" which is pivotal to my Finance ops.

I enabled Sales Tax to be calculated on invoices in the Invoices setup interface but now can't find a control for turning off.
1 Comment 1
ArielI
QuickBooks Team

Can I turn off Sales Tax for invoices, which I accidentally enabled. With Sales Tax on, QB does not allow "invoice import" which is pivotal to my Finance ops.

Thank you for reaching out in the Community, @chucktvb. Let’s go through the steps to turn off the Sales Tax feature in QuickBooks Online (QBO).

 

To begin with, please take note that you can only disable the Sales Tax feature after deleting any transactions that currently have sales tax applied.

 

To identify and delete those transactions, here's how:

 

  1. Go to Reports.
  2. In the Find report by name field, enter Sales Tax Liability Report and select it.
  3. In the Report period dropdown, choose All Dates, then hit Run report.
  4. Review the Taxable Amount column and select the amounts to see the related transaction details.
  5. In the Transaction Type column, select the appropriate transaction.
  6. Click More, then select Delete. (Remember, you can view deleted transactions in the Audit Log.)
  7. Confirm by selecting Yes.

 

Screenshot 2024-10-06 120334.png

 

Once you’ve deleted the necessary transactions, you can turn off the Sales Tax feature:

 

  1. Go to Taxes and select Sales Tax.
  2. Click on Sales Tax Settings.
  3. Choose Turn off sales tax and confirm by selecting Yes.

 

For more detailed information about sales tax, you can check out this article: Turn off sales tax in QuickBooks Online.

 

In addition, here's an article to learn how sales tax works: Learn how QuickBooks Online calculates sales tax.

 

Let us know if you have further questions about managing your sales tax in QBO. We'll be right here to help you anytime.

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