Sales Tax: Here's the scenario: A completed invoice, posted payment etc. It calculated sales tax properly. A few days later customer shows credit for sales tax.....why?

Hi there, @a-paisley. Thanks for reaching out. 

I'm here to share some insights about why the customer shows a credit balance for sales tax in QuickBooks Online (QBO).

 If the Automated Sales Tax rate is lower than the one applied on the paid invoice, it will show a credit on that customer's account in QBO. But if the Automated Sales Tax rate is higher than the one applied on the paid invoice, it will show an outstanding balance in QBO.

You can consider overriding the sales tax on the invoice to fix this. Here's how:

1. Open the invoice.
2. Select See the math. 
3. Choose Override this amount. 
4. Before entering the adjustment, read the provided options and steps.
5. Enter the desired rate or amount. 
6. Choose a reason for making the change, then select Confirm. 
7. Select Save. 

To learn more about how the automated sales tax feature works in QBO, see these helpful articles:

• Set up and use automated sales tax in QuickBooks Online
• Manage sales tax payments in QuickBooks Online

If you want to see your best sellers and inventory stock status, I'll add this article in case you need a guide in the future: Use reports to see your sales and inventory status. 

Keep me posted if you have follow-up questions by commenting below. I'll be right here to help you.

We have sales tax setup based on location so its calculating correctly based on the customer's location. It's done this consistently with various customers. I don't have to change any numbers, but every time I have to go into the invoice, click the sales tax button, close the sales tax window (without recalculating or doing anything other than closing the window), save and close the invoice.