Here are the bases QuickBooks base in automatically calculating your sales tax.
Let's first make sure that you've added the State Tax agency of all the areas that you're doing business with. This way, when you create the invoice for a specific location the system will be able to automatically calculate the sales tax.
Once added, you can now create an invoice, sales receipt, or bill. Just ensure to put a checkmark on the Tax column. You'd see in the invoice total the sales tax for the specific transaction.
I've added these articles to help you manage sales tax:
Let me know if you have other questions about using the automated sales tax in QuickBooks. I'm always here to help.
You don't understand my problem-and the abbreviated requirements of posting a question didn't allow me to explain thoroughly.
We are a locksmith company and the physical location of our business has almost nothing to do with the tax rates we charge. (We provide service in about 9 different tax jurisdictions.) We go to customer's location (say an office building) every time they need locks changed. So that customer's location determines what tax rate we charge for a new doorknob.
These are REPEAT customers so their tax rate never changes, but we may generate 200+ invoices for that customer in a single year.
Before the QB Update made 6 or so months ago, I could set a DEFAULT TAX RATE for an individual customer. So, when I had 200 or more invoices generated by that customer in a given year, I did not have to CHOOSE a tax rate 200+ times! The red box in your illustration with the words "Based on Location" was NEVER a box I had to deal with. If I created an invoice for Customer A - as soon as I opened a new invoice for that customer, the tax rate was already "selected" because that customer had a default rate. Now I have to scroll to the bottom of every invoice and choose the correct rate from the 9 different ones I have stored. 200+ times for just one customer! Can you grasp how frustrating that extra bit of work is when multiplied by all our repeat customers in a single year?
Now, when I look at the options I have to Edit a customer--the only option in taxes is to make them Tax Exempt - there used to be a box to indicate a default tax rate.
I was hoping that someone had figured out a way to overcome this latest "improvement" -- which to me just shows, again, that the software creators who work on Quickbooks Online, don't actually ask the users of their product if the latest idea is going to be beneficial or just create a ton more work!
But thanks for trying to help.