On my expense entries, how do I get QB to automatically calculate sales tax?

david74 · ‎June 05, 2019

Anonymous · ‎June 05, 2019

Hello,

Welcome to the QuickBooks Community page. I'll gladly help with tax calculations in your expenses. QuickBooks Online offers a solid platform where you can setup specific parameters to automate your entries. If you wish to have the system automatically calculate sales tax in your expenses, you need to assign a default tax code to your expense accounts. Here's how:

Select Accounting from the left menu
Select Chart of Accounts
Select the expense account you wish to edit
Select the triangle next to Run Report
Select Edit from the drop down menu
Select Edit
Under Default Tax Code, select the sales tax you want to apply automatically
Select Save and Close

Going forward, expenses created for this category will use the selected sales tax by default.

Let me know if you have any other questions.

veronicam1 · ‎May 05, 2021

I am having this issue, but I have already changed the default tax code to what I require for each expense account. But, when I add expense entries manually, it isn't populating any sales tax choice.

LauraAB · ‎May 05, 2021

Hello veronicam1,

Thanks for reaching out on this thread. It's important to me that the features in QuickBooks Online are working properly, including things like your default sales tax codes attributed to accounts. I can help you get back on track with this.

When things don't seem to be working quite right in QuickBooks Online, one of the best first steps to take is clearing cache, trying a private browser, and using another browser type entirely. Because QuickBooks Online is a cloud platform, these kinds of steps ensure that something with the browser and connection to the cloud isn't causing the problem.

If those don't solve the problem, however, it'll be helpful for our support team to take a closer look at what's happening in your books to find a solution. There are a few ways to get in touch, and you can choose from one of the options below to do so.

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

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On my expense entries, how do I get QB to automatically calculate sales tax?