I'll help to make sure that sales tax is calculating correctly, KMF200.
The Location of sale box will change to Shipping from if you entered a shipping address upon recording the transaction. In addition, the default address on the said fields is the company address. I tried to record a sale with a different state on the Location of sale (and Shipping from) field and it gives me the correct tax amount.
Let's open the transaction again after saving it to make sure that we have the correct addresses and tax rates. Then, click on the See the math link and select the second edit (pencil) icon. You can also update it from there if you want to make some changes.
If the same thing happens, please follow the troubleshooting steps shared by Michael K. This helps to see if it's just a browser error.
Please comment again if you have more questions. I'll be here!
I know this hasn't been easy for you and your business, DS132.
As I thoroughly checked our records here, I found out the my colleagues had already sent a feedback about this issue. I would also conduct follow up and add your vote to this request.
We're unable to provide a time frame to when this will be available. Rest assured, our engineers are prioritizing and doing their best to make QuickBooks meet your business needs. In the meantime, you can follow the workarounds provided by my colleagues above.
We'll keep you in the loop on our progress and will share any details as soon as we have them through our blog.
Your patience and understanding are greatly appreciated during this process.
Please know that we're open 24/7 here and always ready to assist. I'm also looking forward to helping you out in the Community space.
This has been going on for way over a year...I understand your colleagues have sent feedback, but how does it take over a year to fix this. It's a critical issue that should be prioritized appropriately. Obviously no one is listening to the issue. Quickbooks created the issue. You need to fix it ASAP. At the very least, allow us to go back to manual where I had it set up correctly. Many times throughout the past year plus, your colleagues have spoken about notifying developers. You saying it does not give any of us any comfort as the many posts before this have basically been ignored. I'll be requesting I not be charged until the system is fixed. It's absolutely not acceptable. I have also wasted a ton of time with your customer service reps who have not been helpful at all.
Thank you!!! This has been so frustrating!! Please fix. QBO may think they are "helping" us but it is causing more work!! Last month QBO "helping" caused me grief when it came time to paying my sales tax!
we have the same issue, since we use a 3rd party invoicing system that integrates with QBO. However only the billing address is imported into QBO. So we are manually clicking “shipping same as billing” on hundreds of customer settings. Then manually updating invoices. A solution would be to have a global setting, that allowed billing = shipping automatically. PROBLEM solved!
Also another option would be reaching out to the Intuit Legal team...it’s only a matter of time before the DOR catches onto this sales tax programming “mistake” and starts auditing QBO clients...this is complete negligence on Intuit’s part...
Please add my vote to the request to fix this too. I've spent days trying to get our sales tax worked out with QBO invoicing.
It looks like there are 2 options for correct sales tax calculation today:
Even if you add an option to default the "Location of sale" to the customer's address, the sales tax calculation will still be incorrect for states with origin-based sales tax calculation (e.g. Texas). The better solution is to allow the customer object to have a 'taxable address' where we can specify the address (or just the zip code) to use for sales tax calculations for the customer. This could default to the customer's billing address (or shipping), but allow the taxable address to be edited for business like ours that provide services in origin-based states.
I am a QB Accountant ProAdvisor. This is crazy. Let's take all the complication out of this, as far as sales tax and tracking go - and simply say, that to have a different address appearing as the job location "Location of Sale", rather than the customer's address, is very unprofessional, and inaccurate!! And something as simple as that can't be fixed first at least? Remove it from invoices... if you have to do sales tax manually anyway, what does it matter?!
Now, what I can't figure out is, while setting up a new client's books, is why I am having this happen for the first time, but have never seen it before. Why only on this client? There has to be something more to it internally- is it tied to certain Industries for example?? Some information during initial settings set up.
I don't have a physical location. Just a legal mailing address. I offer services and any products are dropped shipped from a wide geographical area.
Is there any way to override the Company Location field and leave it blank? I don't want my home address or my legal agent's address showing up on the invoice.
I'm on the 30 day online trial. Does the Desktop version have this same problem?
Has anyone found a better platform than QB that doesn't have this sales tax glitch?
Hello there, @GW18.
The company location field showing on the invoice depends on the company address set up on your Account and Settings.
Right now, the option to override and leave blank addresses so it won't post on the invoice isn't an option. You'll need to delete the address entered so it will not display.
I know the benefits of having this choice would be helpful in the system. Your input and insights about the products’ features will guide us on how to make the program works best for your business.
While we continue to make your experience with us even better, I recommend visiting our QuickBooks Blog to get the recent news, information about the latest features, and updates.
If you need further assistance in managing your account, leave me a comment below. It's always a pleasure to help you. Take care.
To set the specific customer to tax-exempt:
When you create a new customer or edit a current customer, go to "Tax Info" in the customer tab > Check off "This customer is tax-exempt" > fill in your "Reason for exemption" and "Exemption details." > Save.
Now when you create an invoice, etc., for this, customer sales will be tax-exempt. Just be sure that you have all proper documentation and exemption certificates on file to prove/show that this customer is tax-exempt in the states you are selling items and/or completing services for this customer, to protect your company.
Q1 This thread was started in January 2019. Why doesn't Quickbooks want to fix this?
Q2 Does the desktop version have the option to leave the "shipping from" field blank and calculate tax based on the "ship to" address?
Q3. Can I use a PO box for the "shipping from" field?
This is not the kind of service we want you to experience in QuickBooks, GW18. Rest assured, our engineering team is working hard to resolve this issue permanently.
Yes, you can change the default address by going to the Company settings under the Address section. There you can update and check the Same as the company address box to make sure the PO uses this information as your shipping address.
Let me guide you how:
Please let me know if there's anything else you need. I'll gladly help. Have a great day, and stay safe!
Another Frustrated user,
I'm here to ask if anyone has used a different software? Quick books doesn't care and I'm done with that. As soon as I can leave it behind with another program I will. since the update they have known this issue for over a year and have yet to care enough to spend the 5 minutes to patch the code to include a toggle switch. if they didn't want to do their jobs then they should have just been honest and said: "Hey we care about your issue, but hey if you stupid customers want to spend the 5 minutes to write the code we will throw it in our next patch." it would have been fixed already.
They still haven't fixed this after a year? Does anyone else have a recommended software replacement? Quickbooks admins please don't reply as nothing you say is believable. The team is lazy plan and simple. Should have just been honest and said: "Hey if you stupid customers want a product that works make it yourself."
Gee, is that all? Sooo freakin' complicated. I don't have time for all that. I sort my clients by location, running reports for the 2 location so that when I go into the Sales and Use for Virginia I can fill it out accurately for each location. I don't have time for complicated stuff. Also my Tax Exempt choice disappeared altogether. It apparently is still in there somewhere bc it won't let me add it with that name. I live in the DC area, all kinds of tax exempt people.
I know how you want QuickBooks to work the way you want it to be. But I'm here to help you get your Tax Exempt to show, min.
As I've checked here, we didn't receive reports about the tax-exempt choice that disappeared. Let's perform some troubleshooting steps to fix this.
There are times that your browser is full of frequently-accessed page resources that cause QuickBooks Online (QBO) to act unusual behavior. Let's log in to your QBO account using a private browser. This is to rule out any cache-related issues.
Here are the keyboard shortcuts:
If it works, clear your browser's cache to speed up the loading process of the QBO website and for the system to start fresh.
For future reference, you can run reports and customize them to show only the important information in QuickBooks Online.
Reach out to us if there's any help you need about taxes. Always remember, we're here to assist you anytime.
It has defaulted back to my client's business address as location of sale. Not every business sells at their location. All my client's sales are drop shipped to the location meaning the tax should be applied to the shipping location. I had it fixed for awhile. QB literally won't let me delete or change the "Location of Sale." As you can see, this thread is very long with your QBO users also very frustrated. It doesn't work for many. PLEASE get your team to change it back to manual. I don't care if it QB would automatically have it taxed to the location of the customer, but LET YOUR CLIENTS set that up!! In the old days on the desk top version, we could do that. Company X collects their tax for City Y. I have wasted so much of my time that I don't bill my customer. It's a small business and can't afford my time dealing with this issue!
I am the one that originally posted the question and you can read how many users are frustrated. PLEASE let the development team or whatever team made this change that we hate this change!
I got it to tax the correct city... finally. BUT I DO NOT WANT the LOCATION OF SALE to be the address of the business! ALL of his sales are either delivered by him or drop shipped !! One size does not fit all so making this decision to put this feature in QB doesn't work for everybody. LEAVE it alone because it doesn't help!
I definitely understand how it can be frustrating to sign up for a service and have it not work the way you think it should be, @BMHBookkeeping.
Let me share with you how the automated sales tax feature in QuickBooks Online (QBO) works.
QuickBooks automatically calculates the total tax rate for your invoices and receipts for easy and accurate filings. This will help you know when your tax payment is due, so you can file on time and avoid extra fees. Here's how its calculation is based from:
If you still want to track tax rates manually, you have the option to use custom rates on invoices and receipts. This way, you'll be in charge of setting up the correct state or local rate for the type of tax you need to track. Then, you can select the tax agency that you send your tax payments to.
In addition, you can send your feedback to our developers. They based the adding of features on the number of requests they received from customers like you. The more request they will get, the likely it'll be implemented in the future. Here's how:
In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.
If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.
I have been using QBO since January 2017. I understand how it works. I just don't like the new feature, Location of Sale/Shipping From. I am able to finally get the right taxes and the Location of Sale changed to Shipping from, but I feel it's deceptive for it to say Shipping from my client's address (The business owner I am doing books for) when the product is not shipping from his address. I don't like the whole tax set up either. I now have to go through the reports page to get an itemized account of each city's taxes. I used to do everything through the tax page. I also used to be able to see the previous month's taxes. Sometimes there is a discrepancy of a penny because of rounding differences between QB and the State. It's fine if I have to add a penny in QB, but it no longer allows me to subtract a penny. I just don't like "improvements". I don't mind that QB automatically puts in the city's taxes. That's great. I don't have to know changing tax rates. Other than that... don't like the changes. I was the originator of this thread and I wasn't surprised how many others didn't like the changes.
Yes, ABSOLUTELY, Andy-W hit the nail on the head. We have customers who have multiple locations we may sell to. (Home Design business). They have more than one address; home, vacation home(s), business location... There needs to be a field for a Taxable Address field that can be selected from the customer's record. Why have to create CustHomeAddress record and a CustSnowCabin record and a CustBusinessOffice record when there really should be ONE customer record for each customer and multiple location fields and simply make them selectable on the invoice template.
I don't even do programming any longer yet I know this isn't that hard. This is a matter of sales tax being submitted to the proper agency with the proper figures that DOESN'T require us to have to pour through [in some cases hundreds] of invoices from our reports each month and having to figure out what most customers' tax rates should-have-been. And for those who can't even begin to wrap their heads around this/don't even know it's an issue, you ARE causing hundreds of dollars of errors each month. Why the #^!! can't you test this stuff out properly before releasing your 'fixes'??? If you are asking CPA's and not actual Bookkeepers what 'should be' then you are purposely doing all of us Bookkeeping-grunts a disservice as you are causing us headaches and heartaches from coast to coast... they aren't the ones doing the books, we are!