QuickBooks Online allows you to set up the Florida County Discretionary Surtax in addition to the State Sales Tax. Additionally, this feature will allow your customer to see only one sales tax rate on the invoice.
For more information, I recommend checking these articles:
However, if you don't see the settings I provided at the top, you may be using the Auto Sales Tax feature. If so, the calculation is based on a variety of information entered during the set up.
The following article contains additional information about this: Set up and use Automated Sales Tax.
If it didn't calculate the discretionary surtax, I recommend reaching out to our Customer Care Support. They have the tools to check your account in a secure manner and verify the sales tax setup.
That should point you in the right direction today.
Keep me posted how it goes. I'll be happy to help you further. Have a great day ahead.
QuickBooks Online allows you to set up the Florida County Discretionary Surtax in addition to the State Sales Tax.
Additionally, this feature will allow your customer to see only one sales tax rate on the invoice.
- On the left pane, select Taxes.
- At the top left, select the Sales Tax tab.
- Under the Related Tasks list on the right, select Add/edit tax rates and agencies.
- Select New.
- Select Combined tax rate.
- Enter a Component name for the combined rate and the different sales tax requirements.
- Click Add Another Components, if needed.
- Click Save.
discretionary sales tax means that it is ONLY used under certain conditions.
If you include it in a combined tax rate, it will be used under ALL conditions
QBO will not do Florida discretionary sales tax, not even auto sales will do it
QBDT can sort of do it with a very complicated work around.
How would one handle the discretionary sales tax if one only has QB Online? Any way around similar to the desktop version?
I'm here to help share some information on how to handle the discretionary sales tax in QBO.
In the Auto sales Tax feature, the calculation is based on a variety of information entered during the set up as mentioned by my colleague @MaryGraceS. You cannot add this to your tax agency and standard rate, however, you can override the amount/rate.
I'll be here to help if you have other questions about your sales tax. Have a good one.
Hello, I was wondering if this is also for Quickbooks Desktop Pro? Thank you.
It's good to see you here in the Community, HHA, I'd be happy to answer your post.
In line with your concern, the steps provided above are only applicable in QuickBooks Online.
As of now, the QuickBooks desktop version doesn’t have the option to automatically change the rate when it reaches the sales tax limit.
What you can do is, create two tax items to follow what your state mandate. One for the state tax and other one for the local tax.
To create a new sales tax item, here's what you'll to do:
For more detailed steps, I've attached a great resource that you can check: Set up sales tax in QuickBooks Desktop.
If you have further questions, please feel free to visit the Community again. I'm always here to help.