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Thank you for reaching out regarding the sales tax rate, @sangbin.
QuickBooks Online calculates the tax rate based on multiple pieces of information, such as the physical address of the business and the address on the invoice/sales receipt. The New York State Department of Revenue should calculate 8.875% of the taxable sales which is composed of 4.0% New York State tax and 4.875% Yonkers City tax.
To make sure all taxable sales are reported to the agency, kindly check if the shipping and ZIP codes are correct. The following article provides additional insight and steps on how taxes are calculated: Set up and use Automated Sales Tax.
Here are sample illustrations on how QuickBooks calculates NY Sale Tax:
If the addresses are correct and still not recognizing the other rate, I'd recommend contacting our QuickBooks Online Care Support.
It's my priority to make sure your sales tax return is correct, so please let me know what you find. Hope you have a lovely week!
Thank you for reaching out regarding the sales tax rate, @sangbin.
QuickBooks Online calculates the tax rate based on multiple pieces of information, such as the physical address of the business and the address on the invoice/sales receipt. The New York State Department of Revenue should calculate 8.875% of the taxable sales which is composed of 4.0% New York State tax and 4.875% Yonkers City tax.
To make sure all taxable sales are reported to the agency, kindly check if the shipping and ZIP codes are correct. The following article provides additional insight and steps on how taxes are calculated: Set up and use Automated Sales Tax.
Here are sample illustrations on how QuickBooks calculates NY Sale Tax:
If the addresses are correct and still not recognizing the other rate, I'd recommend contacting our QuickBooks Online Care Support.
It's my priority to make sure your sales tax return is correct, so please let me know what you find. Hope you have a lovely week!
Hi Jen,
That was actually tremendously helpful.
I knew all of the facts you listed, but in retreading them again I found that two of the invoices didn't have shipping addresses on the invoice.
This caused QBO to recognize them as invoices taxed at the New York City rate, but not as tax to be remitted to NYSDTF. A bit strange, but I worked it out. Possibly a legacy of when I was using the old sales tax center?
Thank you.
Hi there, sangbin.
Thank you for posting here in QuickBooks Community.
I'm happy you got it to work out.
Switching to the new sales tax feature doesn't remove the shipping address.
Possible reason the NY rate was calculated on the two invoices may be due to changes made in the settings.
Please check this article for more details in migrating to automated sales tax and what happens to existing data after migration?: Switch to Automated Sales Tax.
I'll be glad to help you if you have any other questions. Have a good day!