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james11
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

 
80 Comments
AldrinS
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

You've come to the right place, james11.

 

I have just the steps that'll help make the Location of Sale default to your customer's address.

 

I'm happy to see that you've already set up the set up the Automated Sales Tax feature. There are only a couple more things we'll need to prepare to make this work. First, we'll need to set up the Tax Agency for your customer's location:

  1. Click Taxes in the left navigation menu.
  2. Select Sales tax settings.
  3. Click the Add agency button.
  4. Enter the correct Agency, Filing Frequency, and Start date.
  5. Click Save.

 

From there, we'll need to make sure the correct Shipping Address is entered in your customer's profile. Let me walk you through the steps on how to do it:

  1. Click Sales on the left navigation menu.
  2. Go to the Customers tab.
  3. Select the customer name.
  4. Click the Edit button.
  5. In the Address tab. enter the correct details in the fields for the Shipping address.
    - If you entered a Billing address, and it's the same as the Shipping address, then check the Same as billing address check box.
  6. Click Save.

 

I'm also including our detailed guide on how to set up and use sales tax and how to apply it on your transactions, just in case.

 

That should do it. I'm confident that you'll be all set and ready to go with the sales tax.

 

I hope this response finds you with a smile. Keep in touch if you need more help with your sales tax, or if there's anything else I can do for you. I always have your back and am always happy to help. Have a great day!

americanwill
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

I'm sure this did not help the customer as I have the same issue and this did not help me. 

One of the updates over the winter changed the location of sale to default to our company's address. 

We do not ship items.  We are a service based business.  We are located in Idaho but only work in Washington.  Since the update, all service work done in Washington defaults to collecting tax for Idaho which is incorrect and frustrating. 

So,

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

 

 

JaneD
Moderator

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hi there, americanwill.

 

I appreciate you for joining us in this thread. Let's work together and go through your concern one at a time to resolve this.

 

The Automated Sales Tax feature in QuickBooks Online (QBO) calculates sales tax amount based on the state where you have nexus and are registered to collect sales tax, physical address of your business and on the sales forms, the product mapping you've associated with the item you're selling, and the exemption status of your customer. 

 

The resolution above provided by my peer, AldrinS, are great basic troubleshooting steps to calculate sales tax based on the customer's address. You'll need to make sure you've set up a state tax agency of the customer's location to collect sales tax.

 

Let's also ensure you've set up the customer's Shipping address. This is to calculate the location of sale based on the address you're shipping from and to.

 

To isolate this, please create a test invoice to check the calculation of the sales tax and the agency:

  1. Go to the customer's profile first to check the Shipping address match with the Billing address. You can also mark the Same as billing address check box.11.PNG

     

             2. Then create a dummy invoice by clicking the Plus (+) icon and selecting Invoice.

 

1.PNG

 

            3. Choose the customer's name, select an item in Product/Service column, enter the amount, and make sure the Tax column is checked.

 

2.PNG

           4. Click on the Sales tax link.3.PNG

           5. Review your tax agency and standard rate. Then, click on Close once you're done.

 

4.PNG

 

Otherwise, I recommend following more troubleshooting option through this link: Default customer sales tax rate in QBO.

 

After following these steps, the location of sale should calculate based on the customer's shipping address. 

 

Please let me know how this turns out by leaving a comment below. I'll be here to keep helping.

Preferred_Plumbing
Level 2

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

I am having the same problem. We are a service based business and all of the products we sell need to be taxed in the city or county the customer lives. However, it taxes everything at our business address. I am having to go change location of sale on every single invoice to the customer's address. This is not simplifying my bookkeeping...it is making it harder. I get how the sales tax calculations work. All we are wanting is to be able to default each invoice to show the location of sale to be the customer's address...not our business address.

MaryLandT
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Thanks for reaching out to us here in the Intuit Community, @PlumberSecretary.

 

You'll need to make sure the shipping address of your customer is the same with the billing address. The information entered through the customer's account is the default address displayed on an invoice.

 

As mentioned in this thread, make sure to enable the Same as billing address feature. You can also enter the shipping address manually if you don't want to use the feature.

 

The information I shared should help you clarify this. 

 

If you need additional information, just let me know and I'll get back to you.

Preferred_Plumbing
Level 2

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

I understand what you are saying about the shipping address. However, the only way I can get the right sales tax amount to show up is when the invoice shows a "ship to" address.  We don't actually ship anything. Our invoicing is done after the fact and I don't want the customer's address to show up twice on the invoice (one under "bill to" and one under "ship to." There is no reason for me to have to have my screen and invoice cluttered up with shipping information. Is there not a way to just change the default on the "location of sale" field to be the customer's address. That should solve the problem without making me add shipping addresses to everyone's invoice.

JonpriL
Moderator

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hi @Preferred_Plumbing,

 

As of the moment, there isn't an integrated option to automatically change the address in the Location of sale field of your invoice.

 

This is because it uses your business address that you enter when you switch and set up your sales tax to the new automated one.

 

You're correct. In addition, the discussion in that has been shared in this thread is the only option we have for now.

 

While you're unable to change the location of sale address in your invoices, I can pass along your request to our product developers.

 

This way, they'll be able to know your sentiments and the need for such feature to automatically change the location of sales in your invoices.

 

Please let me know in the comment section down below if you have any other questions. It'll be always my pleasure to help.

FergysHVAC
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Has there been any change on this? We too are a service company and need the sales tax calculated based on customer address, not our company address. 

MaryLandT
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hi there, @FergysHVAC,

 

QuickBooks will use the physical address of your business for sales tax calculation.

 

Since we're unable to default the customer's address on the Location of Sale field, I suggest changing it every time you create an invoice. This way, the sales tax calculation will be based on the address of your customer.

 

 

To keep you updated with the latest news in QuickBooks Online, you can visit and join QuickBooks Blog anytime.

 

If you need to create an invoice and receive payments, you go through this articles for additional guidance: How to create an invoice.

 

Let me know if there's anything else you need with the sales tax calculation and I'd be glad to help.

sbrazeal33
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hello - my issue is a little different. We are a services company as well. I am okay with changing the default to point to the customer's address because that is where we have established Nexus. However, the type of consulting we perform is exempt in some states. How do I change the tax agency rate to be zero instead of the standard rate?

AlcaeusF
Moderator

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Good day, sbrazeal33.

 

For the transactions with zero rate to reflect on Sales Tax reports, you can continue to show the check mark on the tax column but zero out the tax amount at the bottom part of the invoice.

 

Here's a sample screenshot if you're using the manual sales tax:

 

If you're currently on Automated Sales Tax, please follow these steps:

 

  1. Open an invoice.
  2. Enter necessary information.
  3. Make sure to put a check mark on the line items below the Tax column.
  4. Below Subtotal, click the Sales tax hyperlink.
  5. Click Override this amount.
  6. Change the rate to zero, and click Confirm.
  7. Click Close.

Here are some additional screenshots for your visual reference:

 

For additional information on sales tax, please see the following support links: 

 

Please don't hesitate to post any questions you may have below with changing tax agency rates. I'm here to ensure your success.

ahead4numbers
Level 2

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hello PlumberSecretary,

I'm in total agreement with you on the shipping address issue.  We too provide services and do not need or want shipping information on our invoices.  In fact, my sales force uses a cell phone app to create invoices right at the job site.  These folks don't have the time out in the field to set up customer records!  And they shouldn't have to!  They're accustomed to entering only the customer name and selecting the location from the old Sales Tax drop-down window (before QBO forced this "automated" tax function on us.)  What a disaster!  We're LOSING MONEY over this because I've had to adjust the invoices to include sales tax AFTER the payment is collected.

 

I found an interim solution though, and this may be helpful, especially in Washington State where every zip code can have a different sales tax rate.  You don't need the shipping address.  You don't even need a customer address.  Just enter the city and zip code in the Location of Sale box.  Of course, you have to overwrite the company address default - more work - but at least the invoices pick up the correct tax rates.  And bonus! my sales folks don't have to waste time creating customer records.

ahead4numbers
Level 2

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hello PlumberSecretary,

I'm in total agreement with you on the shipping address issue.  We too provide services and do not need or want shipping information on our invoices.  In fact, we've had no need for customer addresses.  My sales force uses a cell phone app to create invoices right at the job site.  These folks don't have the time out in the field to set up customer records.  And they shouldn't have to!  They're accustomed to entering only the customer name and email address, then selecting the location from the old Sales Tax drop-down window (before QBO forced this "automated" tax function on us.)  What a disaster!  We've lost money over this because I've had to adjust invoices to include sales tax AFTER payments were collected.

 

I found an interim solution though, and this may be helpful, especially in Washington State where every zip code can have a different sales tax rate.  You don't need the shipping address.  You don't even need a customer address.  Just enter the city and zip code in the Location of Sale box.  Of course, you have to overwrite the company address default - more work - but at least the invoices pick up the correct tax rates.  And bonus! my folks don't need to waste time setting up customer records for every sale.

smarthome
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Ok Ok Ok.. 

ATTN: QB  Code programmers 

 

EASY UPDATE:::::::::::::::::::::::::::::::::::::::: 

 

"LINK CUSTOMER TO LOCATION OF SALE  --------- ON / OFF" 

 

I have read all of the reviews...

all the manual steps do infact work..

 

If you are setting up a customer for the first time, selecting ship same as billings does work... 

 

I have 3500 customers some other QB users have more... It would take forever... 

PLEAAAASSSSEEEE. On behalf of all mermbers alike - make the update... thanks

Adrian_A
Moderator

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

You're correct about selecting the shipping address, smarthome.

 

As of the moment, our developers are still working about this request.

 

Rest assured, I will post in this thread again once updates are available.

 

You can also visit our blog to check out our latest features.

 

Thank you for your patience while we're working on your feature request.

langpumps
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Can't I just get rid of the location of sale or have put the shipping address in.   It defaults to my address every invoice.  I have the customers billing and shipping info but have to manually change the address in location.  

MaryLandT
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hi there, @langpumps,

 

As of now, the Location of Sale is a default field, therefore we're unable to remove it from the form. 

 

As mentioned in this thread, you need to manually change the location in the field since QuickBooks uses the address on your account.

 

If you need to manage and track your sales by a specific site, check this out for more details: Customize Sales Forms by Location.

 

Should you need anything else, please reply to this thread and we'll get back to you.

squawcreeklawnca
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

It's been months and this still is not fixed? 

 

Here is another  "location of sale" problem. I was told by a QB support rep to turn shipping OFF in settings. I did. And I saved the setting. But it automatically turns back on after I close out of the settings screen. 

In the sales settings, I turned shipping "OFF". Saved settings. I created a new invoice. The invoice once again has the shipping fields AND "shipping from field". I go back into settings to see shipping turned "ON". Then,  the "Location of sale" still defaults to my address, thus applying the wrong sales tax. Service industry folks have numerous extra steps to create each invoice. 

 

There are no solutions in this thread. Only "workarounds". 

 

User story for developers..."I want the location of sale to default to the customer's address on invoices". Very simple. 

RenjolynC
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Thank you for sharing your suggestions with us, squawcreeklawnca.


I will surely bring this up to our Product Development Team. We're always working to improve the features that you need for your business. Your feedback helps us create a better experience for you and other customers.

 

If you ever have any questions or additional feedback, please don't hesitate to get back to us. 

Antennas
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

People have been complaining about this for 9 months now and you still haven't done anything. smarthome suggested a easy solution almost 3 months ago and got the reply "working on it" so what happened? nothing.... This is a real issue for any service company which I'm sure many of your customers are.  For a service company the location of sale is always the customers address. Your solution is to have us go through and edit possibly 1000s of customer files to shipping address is the same as billing address because you forced a half baked idea on us? I'm not paying you to cause more work for myself.  I also have quite a few customers where the address where the service was performed is different then their billing address so your makeshift workaround solution of "selecting billing is the same as billing" complicates things even further.

 

How do I go back to plain old taxes this "automated" nonsense is worthless and time consuming.  

AustinBartz
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

have you guys fixed this issue yet? I run a service based business and I charge sales tax on where my customer lives. All we need is a default setting where sales tax rate is based off where a customer lives. This should be a super easy thing to do. 

 

Let me know

Austin

MaryLandT
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Thanks for joining this thread, @AustinBartz.

 

The QuickBooks blog will help you stay current on the latest features and changes in QuickBooks Online.

 

On the other hand, QuickBooks will calculate the sales tax based on the customer's address on file. The shipping address in the customer's profile lets QuickBooks calculate sales tax accurately. If this information is not available, the calculation will depend on your listed company.

 

While there isn't an option to default the sales tax where the customer lives, you need to manually enter the address. Please see attached screenshots below for your guidance.

salestax1.PNG salestax2.PNG salestax3.PNG salestax4.PNG

 

You can check out this article: Sales Tax in QuickBooks Online for additional information. This link will explain further and provides video tutorials.

 

Let me know if you have any other concerns and I'd be glad to help you out.

Dominic23
Level 1

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Hello QB, 

I have this same issue with my service company.  Do we just have to keep checking the QuickBooks blog for when this issue will be fixed?  If so, how often are the blogs updated? This issue can be frustrating.   Thanks.  

 

Dominic

KhimG
QuickBooks Team

Can "Location of Sale" on invoices default to the Customer Address? It is defaulting to our Company address which prevents sales tax calculations from working properly.

Thanks for joining the conversation, @Dominic23.

 

I understand the benefits of having this option in QuickBooks Online. We already sent feedback to our developers to make the customer address the Location of Sale instead of using the Shipping to or the company’s physical address. 


The QuickBooks Blog is our way of letting you know the latest features released and what the product team is working on. They only update the site every time new information is available.


If there are any changes to the status of this request, I’ll personally share it on this thread.


Please know that you can count on me if you need anything else. Wishing you the best!
 

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