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Level 1

Automated sales tax

Quick books online forced me to go through the automated sales tax conversion on April 1, 2020. I have a client that is located INSIDE the city limits.  I SHOULD charge them City sales tax, Parish Sales Tax (we live in Louisiana and do not have counties, we have Parishes) and Louisiana State Sales Tax. However, QB Online "thinks" that they are located OUTSIDE the city limits, and is only charging them Parish and State sales tax.  How do I get this corrected? I have checked the address in QB (it is correct), and I have called the tax assessor office to verify that the client is located INSIDE the city limits (and they are). Who/how can I get this zip code corrected through the QB automated system?

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Highlighted
QuickBooks Team

Automated sales tax

Thank you for contacting us, Dianne8.

 

I'm here to help you today. QuickBooks Online (QBO) automatically calculates the total tax rate for each sale based on the following:

 

  • Your customer’s tax-exempt status
  • Where you sell and where you ship
  • Your service or product’s tax category.

You'll want to make sure the customer's billing and shipping address is also correct. Hence, tax agencies and rates are based on the location of sale or the "ship to" address you add in the sales form.

 

To verify the customer's address:

 

  1. Go to Sales from the left menu, then choose Customers.
  2. Click the name to open the profile.
  3. Hit Edit, then go to the Address tab.
  4. Review and update the billing and shipping address when necessary.
  5. Mark the Same as billing address box beside Shipping address if it's the same with the Billing address.
    customeraddress.PNG
  6. Click Save.

I've added these handy articles to help you manage and navigate this feature in QuickBooks:

Keep me posted if there's anything else you need. I'm always around here in the Intuit Community to help.

 

Thank you and stay safe!

Highlighted
Level 1

Automated sales tax

We are a computer consulting firm who charges sales tax based on the client's address.  Yes, I have double checked my sell and ship to addresses.  They are correct in my system.  However, the automated sales tax system, whatever data base they are using, "thinks" the client address is OUTSIDE the city limits, when in fact, the client address is INSIDE the city limits.  The automated sales tax is calculating county and state tax, but should also be charging the city tax.  How to I get this changed or update it?  Surely I am not the only person using QuickBooks Online automated sales tax that is having an issue with this.

Highlighted
Moderator

Automated sales tax

I appreciate you for getting back to us here in the Community, @Dianne8.

 

Let me help you get the support you need to include city tax in QuickBooks Online. When charging sales tax, you should be able to include the city tax once you've entered the right customer information.

 

I've also checked here in the system, and I'm unable to find any similar reports fro other users. Since the problem continues after following the steps provided by my peer, I suggest you proceed with contacting our QuickBooks Support Team.

 

One of them will need to take over and further check your set up in a secure space. Here's how you can reach them:

 

  1. Click the Help icon at the top to open the Search window.
  2. From there, scroll down to choose the Contact us button.
  3. Input the issue /topic in the field box and then tap the Let’s talk option.
  4. This will lead you to the contact information window.
  5. Pick how you want to reach out to our support team.

Meanwhile, I've attached some articles you can use to review the setup, like choosing a tax category, as well as some screenshots for your visual reference:

 

I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.

Highlighted
Level 1

Automated sales tax

I am having very similar issues.  Mine is now only charging state tax to all my customers, no county and no City. So very frustrating. This week I have spent 6 hours on phone with support that never fixed my issue. Were you ever able to get this resolved?

Highlighted
Moderator

Automated sales tax

Hi, akh.

 

I'm here to help and ensure your taxes are charging accurately in QuickBooks Online.

 

You might want to add the county code after the state zip code (for example 94043-4578) on the customer's profile. Once added, try creating a transaction and check if it's charging both state tax and county.

 

However, if the persists I'd suggest getting in touch with our QuickBooks Online Support to have this investigated. Unlike in this public forum, they have the tools required to perform any escalations in the system whenever necessary on your behalf.

 

To ensure we address your concern on time, check out our support hours.

 

Additionally, you can always visit our Help articles for QuickBooks Online in case you need tips and related articles in the future.

 

Anytime you have questions about taxes or anything in QuickBooks, you can post them here and I'd be happy to answer.

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