Automatic Sales Tax Calulation

Hello there, Brady. I'd like to offer some workarounds on how you can adjust your sales tax within your transaction.

In QuickBooks Online (QBO), you can modify the tax amount without depending on the shipping address. It's important to ensure entering the accurate tax amount, as it will impact the total transaction amount. Let me guide you through the process step by step.

Here's how:

1. Go to the + New icon, then choose what transaction you want to create.
2. Choose the name of your client from the Customer dropdown.
3. Fill out the Product or service section.
4. Under the Tax column, tick the checkbox if the transaction is taxable.
5. Above the Invoice total amount, click the See the math.
6. Find the Products and Services section, then click the Override this amount.
7. Enter the Rate or Amount.
8. Select a Reason for override in the dropdown.
9. Click Apply override, then press Close.
10. Review the details within your transaction, press Save or the Save dropdown then Save and Close.

You can also add a custom rate to calculate taxes manually on your transaction. After adding this rate, you can choose this as you create your transaction by switching the Automated Sales Tax into the saved custom rate.

For more information about the steps above, you can access this article: Override sales tax on transactions in QuickBooks Online.

Furthermore, you can also personalize and add specific info to your sales forms by customizing them.

Please let me know if you have more questions about sales tax. I'm still here to help you in any way I can.