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david129
Level 1

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

 
7 Comments 7
IntuitLily
Moderator

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

Hello, @david129.

 

Let me share some insights about using automated sales tax in QuickBooks Online. 

 

QuickBooks automatically calculates the total tax rate for each sale based on where you sell and where you ship the item. You'll have to fix the billing and shipping address of your customer for the sales tax to be applied based on the customer's state, otherwise, you'll have to overwrite the sales tax from the invoice one by one.

 

Here's how to review your customer's address:

  1. From the left menu, select Sales, then Customers.
  2. Select the Customer you need to update the information of.
  3. Make sure you have the customer's correct tax status, billing address, and shipping address.
  4. Update the info if needed by clicking the Edit option.

You may check the following articles for additional information:

Feel free to comment below if you have additional questions or concerns. I'm here to help. Have a good one.

david129
Level 1

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

No this did not help there are several reasons it won’t work I need the old version back

david129
Level 1

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

This tax program will not work for me for many reasons there is no solution except give me the old one back if the IT man would like to call me we can discuss all the reasons it doesn’t work

KlentB
QuickBooks Team

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

This isn't the impression that I'd like you to have, david129.

 

QuickBooks automatically calculates the total tax rate for each sale based on your customer’s tax exempt status, the address where you sell and where you ship, and the type of product that you sell. You'll want to get in touch with our technical support. This way, we'll be able to pull up your account in a secure session and switch your automated sales tax to the manual one.

 

Here's how to get in touch with us:
 

  1. Click the Help icon.
  2. Select Contact Us.
  3. Enter "Switch to manual sales tax" in the description.
  4. Hit the Let's talk button.
  5. Select Start a chat or Get a callback.

Please check out our support hours below to ensure that we address your concerns on time:
 

  • 6:00 AM-6:00 PM Monday-Friday
  • 6:00 AM-3:00 PM Saturday

I've included an article that will guide you in managing your sales tax payments in QuickBooks Online.

 

As always, you can reach back to me if you have any other concerns or further questions about payroll subscriptions. Stay safe and healthy.

david129
Level 1

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

This will not work for my use, I need the old version back

Adrian_A
Moderator

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

I have a workaround that you may want to consider, david129.

 

We can export and convert your QuickBooks Online data into QuickBooks Desktop. Then, import them again. This way, you'll be prompted to use the old sales tax.

 

We can use a sample file of QuickBooks Desktop so we can successfully perform the conversion.

 

You can use this article for the detailed steps to export the data: Export and convert your QuickBooks Online data to QuickBooks Desktop.

 

Once converted, you're good to import the data into QuickBooks Online. From there, you'll have the option to select the old sales tax interface.

 

I've also added these articles that talk about the Sales Tax Center:

 

 

Feel free to get back to me if you have other concerns with your sales tax. Stay safe!

david129
Level 1

The new forced on Me sales Tax program doesn't work for me at all, I auto bill my customers monthly, My office is in a different taxing location but it charges for too

I will try this Thank you

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