Sales tax is not being applied to my sales reciepts and invoices when i make them and save them. Items are marke taxable. I have to manualy select the tax then save.

Welcome to the Community, @paxweld.

Let me guide you on how to automatically add a sales tax to your invoices and receipts.

Please know that the Is taxable option in the product or service information only means that the item can be taxed. You still need to select the sales tax of your sales transactions to assign a specific tax rate.

The good thing is you can set a default tax rate on the Sales Tax Center. Here's how:

1. On the left panel, hover your mouse on Taxes, and click on Sales Tax.
2. On the Related Tasks box, click on Edit sales tax settings.
3. On the Default sales tax drop-down, choose your frequently used tax.
4. Click on Save.

This way, the system would automatically assign a tax rate to your invoices and receipts.

Please read this article for more information: Sales Tax in QuickBooks Online.

If you have other questions, feel free to leave a comment below. I'll be here to assist you.

I have been having this problem as well, even though I have made a default sales tax.  I still need to manually put it in even though our products show they are taxable.  Please advise.

I have a default sales tax but it is still not being applied to the taxable items on the invoice with out me manually choosing the sales tax to be applied.  This happens randomly as well.  Some invoices do have the sales tax applied automatically.  I have been trying to figure out a pattern, but have not been able to.  I thought perhaps if a customer had previously had an item that was taxable that it then automatically applied the next time, but that doesn't seem the case either.  Please advise.  PS I also made the sale tax apply to all new customers and taxable products.

Hi there, @CindyLevesque,

The default rate is automatically selected in the sales forms. You can choose a different rate if needed. However, QuickBooks Online remembers the rate for that customer and overrides the default rate.

It's possible that a different country is set up under the Default tax code on the customer profile. That's why it's not recognizing the default rate you set up on the Sales Tax page.

Let's check this by going to the Tax info tab on the customer's account. 

1. Select Sales from the left menu, then choose Customers.
2. Click a customer name, then go to the Customer Details tab.
3. Click Edit.
4. Go to Tax info.
5. Select the default tax rate you set up on the Sales Tax page.
   
6. Click Save.

Once done, create an invoice, then check the sales tax. That will pull up the rate you've selected above.

Keep me posted if there's anything else you need and I'll get back to you. Have a great day ahead.

I am having this same issue.  Occasionally the tax will automatically apply to an invoice, but I generally have to click on the sales tax link and have it apply the suggested tax.  When I go to the tax settings of the customer, I don't have the box that says "this customer is taxable" only a box that says this customer is tax exempt.

Hi Anony,

The customer's profile page that you're seeing is the new interface that has been rolled out to QuickBooks Online (QBO). On another note, you'll have to click on the See the math link or anywhere on the invoice screen for the taxes to calculate and take effect.

You can read more and learn how to use the Automated sales tax feature in QBO.

Let me also share this article about filing your sales tax return and recording your tax payment in QBO.

You might also want to keep up with all of QuickBooks new features, big and small, so check out our QuickBooks blog.

We'll be around if you have further questions. Have a good one.