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refreshpoolco
Level 1

Automatic Tax Calculations STILL(!!!!) Not Fixed

This is why QB will continue to receive a 1/10 on "Recommend to your friends" from us!

 

QB STILL has not fixed the automatic tax calculations based on locations for recurring transactions. I'm having to manually edit, calculate, and re-save dozens of invoices monthly that are automatically calculated from QB's "automation". So ridiculous. Does anyone have any workaround for this?

 

 

 

6 Comments 6
JorgetteG
QuickBooks Team

Automatic Tax Calculations STILL(!!!!) Not Fixed

I appreciate you sharing your concerns about the ongoing issues with QuickBooks Online’s automatic tax calculations for recurring transactions, Refreshpoolco.

 

We have received an update from our dedicated team indicating that the issue should now be resolved. However, if you are still experiencing this problem, we recommend contacting our customer care team. They have the expertise and tools to assist you effectively. If they identify a broader issue, they will conduct a thorough investigation and keep you informed via email.

 

Here’s how you can contact our customer care team:

 

  1. Go to the Help menu.
  2. Select the Search option.
  3. Click on the Contact Us button to provide details of your concern.
  4. Proceed by clicking Continue. image (16) (1) (3).png

In the meantime, manually editing for calculations is the recommended workaround as we strive to resolve this efficiently.

 

Additionally, you might find this article helpful for managing your recurring transactions in QuickBooks Online (QBO). It provides a comprehensive list of these transactions and the accounts they’re linked to: Review your recurring transactions in QuickBooks Online.

 

I’ve also included a guide to assist you in fixing any recurring transactions that failed to run in QuickBooks Online: Fix failed recurring transactions in QuickBooks Online.

 

We truly appreciate your patience and diligence in managing your transactions despite these challenges. We are committed to finding a solution that works for you. If you have any further questions or need additional assistance, don’t hesitate to reach out. Together, we’ll work towards ensuring your experience with QuickBooks Online is as smooth and efficient as possible. 

jsn80
Level 3

Automatic Tax Calculations STILL(!!!!) Not Fixed

it started working for me about a month ago.

 

Myra Hoefer Design
Level 1

Automatic Tax Calculations STILL(!!!!) Not Fixed

We have just discovered this as well. I kept wondering why every time I did my Sales Tax forms, we always owed more than what Quickbooks says!! This is super frustrating, especially since we pay outrageous amounts to use the software and fees! I am no longer using this feature and I have to look up every address for each customer!

refreshpoolco
Level 1

Automatic Tax Calculations STILL(!!!!) Not Fixed

This doesn't work still, and customer service isn't helpful with this - we've spent hours on the phone with them only for them to not be able to figure it out. 

diversionchristine
Level 1

Automatic Tax Calculations STILL(!!!!) Not Fixed

Have you had any resolve to this issue?  I just started having to collect sales tax in my state for services and it won't collect for county taxes, only state taxes.  I have been on the phone with them three times.  The only thing I can do is add a combined tax of state and county but I have to remember to click that on every invoice.  This is ridiculous.

Clark_B
QuickBooks Team

Automatic Tax Calculations STILL(!!!!) Not Fixed

Hi there, Christine. I'll ensure you get connected with our leading experts to tackle the tax calculation issues affecting your recurring transactions in QuickBooks Online (QBO). Resolving these issues is crucial for uninterrupted business management, and I appreciate you bringing them to our attention.

 

While I'd like to assist you directly, we can't access your account here in the Community due to security protocols. To ensure a thorough resolution, I recommend reaching out to our live support team again for further analysis. They can identify the root cause of the problem, provide a resolution to address the automatic tax calculation and create a support ticket if needed.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help menu and select Contact Us.
  3. Enter your concern and click Continue.
  4. Choose between Chat with us or Have us call you.

 

For information and to learn about the support hours, please refer to this article: Get help with QuickBooks products and services.

 

In the meantime, we'll need to manually adjust the tax calculation on each invoice to ensure both state and county taxes are applied correctly. This workaround will help maintain compliance while we work towards resolving the underlying issue.

 

Moreover, you can check this article as a reference for managing your recurring transactions in QBO. It offers a detailed overview of these transactions and their associated accounts: Review your recurring transactions in QBO.

 

I'll also include this article to assist you in ensuring your recurring transactions are up-to-date and in resolving any processes that may have failed: Fix failed recurring transactions in QuickBooks Online.

 

We value your time engaging here in the Community. We're always ready if you need assistance with recurring transactions or tax calculations. Just utilize the comment section for a quick reply.

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