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Level 1

I went to enter the tax rate for my first invoice and click single time tax rate instead of multiples and now I can't figure out how to change it. I use multiple tax #s..

 
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QuickBooks Team

I went to enter the tax rate for my first invoice and click single time tax rate instead of multiples and now I can't figure out how to change it. I use multiple tax #s..

Hi there, @denise35.

 

Can you walked us through on how did you set up your single time tax rate? This is for us to make sure that we can guide you properly through the process of modifying this settings.

 

You can also share with us some screenshots so that we would know which part of QuickBooks you're working on.

 

Add a reply below to more details. 

Highlighted
Level 1

I went to enter the tax rate for my first invoice and click single time tax rate instead of multiples and now I can't figure out how to change it. I use multiple tax #s..

I’d love to but I didn’t actually do it. A QB rep on the phone earlier did, in a misunderstanding of what I was trying to accomplish. Sorry I’m not more help but desperate to figure this out!

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QuickBooks Team
QuickBooks Team

I went to enter the tax rate for my first invoice and click single time tax rate instead of multiples and now I can't figure out how to change it. I use multiple tax #s..

Let me provide some information about how sales tax works in your account, denise35.

 

QuickBooks Online (QBO) automatically calculates the total tax rate for each sale based on the following:

 

  • Your customer’s tax-exempt status
  • Where you sell and where you ship
  • Your service or product’s tax category

For more details about this one, you can check out this article: Learn how QuickBooks Online calculates sales tax.

 

Cases like this, we need to override the sales tax rate in an invoice. You can only customize sales tax, upon creating and this is done every time you create a new transaction. Just open your invoice and click the See the math link to edit or change the sales tax rate.

 

salestax1.PNG salestax2.PNG

 

For more details about automated sales tax, please refer to this article: Set up and use automated sales tax.

 

I've got a link here where you can find articles about managing your sales tax: Pay and manage sales tax in QuickBooks.

 

Keep me posted if you need a hand with running sales tax reports or any QBO related. I'll be here to ensure your success. Take care always. 

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