It's a pleasure to have you in the Community, Timothy.
I appreciate you providing the tax calculator error you received upon creating invoices. I'll help you get rid of this and make new transactions seamlessly.
The automatic tax calculation in QuickBooks Online (QBO) is based on the customer's sales tax-exempt status, where you sell and ship your product, and your service or product sales tax category.
Hence, for your tax calculator's functionality, you'll need to check the items, customers, and sales location to ensure they are taxable.
To begin with, here's how you can check the tax category of your items:
- On the left navigation panel, go to Sales.
- Select Product & Services.
- Review each of the items in the Taxable column.
After that, let's verify your customer's status. Please proceed to these steps:
- Go to Sales, then Customers.
- Select the customer to whom the invoice is for.
- Click on Edit and move to the Additional info section.
- From there, make sure your customer is taxable.
To check for the sale's location, review it on your Sales Tax Settings. Then check the agencies that you're paying tax for.
Once confirmed, let's utilize a private window to prevent using the existing cached files that might be corrupted, causing unexpected behavior when navigating QBO. You can refer to these keyboard shortcuts:
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
- Google Chrome and Microsoft Edge: Ctrl + Shift + N
If you can save your new invoices without an error, you might want to clear your regular browser's cache to help you refresh the website's preference. For the best and most secure experience, please take note of our supported browsers.
On the other hand, when you're ready to record customer payments, you can utilize this article as your guide: Record invoice payments in QuickBooks Online.
You can always visit the Community for questions and clarifications about tax calculation and invoices in QuickBooks Online.
