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Customer Taxable status

Forum|Forum|7 years ago
February 28, 2019
1 reply
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I have several customers that show up as taxable on the Customer Contact List (Customized) report, that should not be set up as taxable. Their default tax code is correct, but the check box making them "taxable" is checked on the taxes tab.

How can I make these customer non-taxable?

QuickBooks Online

Best answer by JanyRoseB

Hi there, @teverhart26.

Thanks for reaching out to us. I'm here to provide you some additional information about the Customer's taxable status in QuickBooks Online (QBO).

We have an ongoing issue where the customers are being charged tax even though it was set up as Tax Exempt on the customer's information. Rest assured that our engineers are currently working and investigating for an immediate fix. For the meantime, I encourage you to contact our QuickBooks Online Support Team so they can add you to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email.

Here's how you can contact live support:

Sign in to your QuickBooks Online company.
Select Help (question mark icon) at the top right.
Select Contact us to connect with a live support agent.

For additional reference, you may want to visit this article: Default customer sales tax rate in QuickBooks Online.

We appreciate your patience. Don't hesitate to leave a comment below if you have other questions about the sales tax in QBO. Have a good one.

J

JanyRoseBAnswer

Level 5

Hi there, @teverhart26.

Thanks for reaching out to us. I'm here to provide you some additional information about the Customer's taxable status in QuickBooks Online (QBO).

We have an ongoing issue where the customers are being charged tax even though it was set up as Tax Exempt on the customer's information. Rest assured that our engineers are currently working and investigating for an immediate fix. For the meantime, I encourage you to contact our QuickBooks Online Support Team so they can add you to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email.

Here's how you can contact live support:

Sign in to your QuickBooks Online company.
Select Help (question mark icon) at the top right.
Select Contact us to connect with a live support agent.

For additional reference, you may want to visit this article: Default customer sales tax rate in QuickBooks Online.

We appreciate your patience. Don't hesitate to leave a comment below if you have other questions about the sales tax in QBO. Have a good one.

J

josmith

Has this been resolved? We are having the same issue. We have customers marked as tax exempt in their profile but still show a taxable amount in the Customer Sales Detail report and others. This is throwing off our sales tax filings.

C

Catherine_B

Level 9

The investigation is still in progress, josmith. Our engineers gave an update about the tax exempt status.

If a customer is listed as tax exempt and has a valid address, the tax exempt status won't apply to any invoices or sales receipts created for them.

You can check their address to verify. Also, when creating a sales transaction to these customers you can uncheck the taxable box under the TAX column. This way, taxes won't be calculated.

For further updates, I suggest reaching out to our Phone Support Team so you'll receive email notifications once fix is available. Please follow the steps provided above on how to connect with us.

If have further questions with your sales tax setup, please let me know. I'm around to help!

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