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hydrotronicsllc
Level 1

Creating Sales tax for customer

Hello,

 

My Business is in Oregon but once in a while we work in WA. 

We are trying to set up the sales tax for doing business in WA. 

I went to Taxes - and follow the directions. I set up the agency as WA state and named the tax Ridgefield and the % of tax since WA has a different sales tax for each county. 

When I went to the invoice I filled out the products I sold to the customer and then click and selected the Ridgefield sales tax. However it did not calculate the sales tax for me. I then used my calculator, figured it out and entered it into the box. I saved the invoice then went to the preview and it was not there on the preview invoice screen.

I don't get what I am doing wrong and I can find no help on the website.

 

I also looked up adding a sales tax to the customer by going to their info - edit- click on tax info tab but the only option to click is tax exempt. 

I am assuming that QuickBooks Online has change somethings and is very frustrating. 

Someone please help.

2 Comments
CharleneMae_F
QuickBooks Team

Creating Sales tax for customer

Hello there, @hydrotronicsllc.

 

 

QuickBooks automatically calculates the total tax rate for each sale based on the following:

  • What you sell
  • Customer's tax-exempt status
  • Where you sell and where you ship

 

Since Oregon is unable to collect sales tax, we'll have to change your business address to WA to successfully calculate sales tax.

 

  1. Open the invoice you created and then click See the Math.
  2. Click Edit Address.
  3. Change the address to WA state.
  4. Once done, click Save and Continue.

 

For more details about sales tax, you can check out these articles: 

 

You may also want to consider adding sales tax categories to your products and services. This helps you track your sales tax more accurately.

 

Stay in touch with us if you need further assistance. We're always here to help.

Fiat Lux - ASIA
Level 15

Creating Sales tax for customer

@hydrotronicsllc 

Explore this AST Filing and Reporting app as a workaround.

https:// taxjar.grsm.io/mytax

 

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