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Intuit
220 helpful votes

Entering and editing tax agency info

Learn how to add and edit a tax agency.

It's a good idea to add tax agencies, such as city and county jurisdictions, to the list of whom you pay. This allows QuickBooks Online to calculate the correct sales tax for each sale. It will also provide the calculated amounts that you will owe to each agency when it is due.

If changes need to be made once a tax agency has been added, you can easily make the necessary edits.

Add a tax agency

  1. From the left menu, select Taxes, then choose Sales Tax.
  2. At the top right, select Sales tax settings.
  3. Select Add agency.
  4. From the Agency drop-down, choose an agency.
  5. From the Filing frequency drop-down, choose a frequency.
  6. Enter the Start date, then select Save.

 

Edit a tax agency

  1. From the left menu, select Taxes, then choose Sales Tax.
  2. At the top right, select Sales tax settings.
  3. In the Action column, select Edit for the Agency you need to update.
  4. Make necessary edits, then select Save.

 

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