Custom Sales Tax

Let's check to see why you're not getting county and city taxes, haveboardcharc.

The sales tax in QuickBooks, which includes local or town taxes, is automatically calculated based on the following information:

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

With all these conditions, you'll want to be sure that you're entering the right Billing and Shipping addresses of your customers. Then, you'll want to check your sales items to see if they have the right Sales Tax Category. You will see this information when you edit your items from the Products and services list. This article will guide you to double-check your setup: Set up and use automated sales tax.

If you're still not seeing taxes for your county or city, please reach out to our Support. They can start a screen-sharing session to help you check your setup. They are available from 6 AM - 6 PM PST Monday to Friday and 6 AM - 3 PM PST on Saturdays.

1. Click on Help and choose Contact Us.
2. Paste your question in the text box and click Let's talk.
3. Choose between Message an agent or Get a callback.

If you have more questions about the tax calculation, feel free to reply below.

It just isn't adding any more tax than the standard state sales tax.  There isn't a straight forward catering category for a business.  Could that be the issue?  Also, could there be a categorization of the actual products that I sell that could cause the tax to not be added?  I have experimented with different addresses for customers and no matter what I do, the 7% Indiana sales tax is all that is added.  In Hamilton County where the shop is, should add 1% more and then depending where the customer lives around here there should be another 1-2% added.

And also, I spent 3 hours in chats today sharing my screen and the two different quickbooks employees couldn't find a way to help me.

I do appreciate the time and effort in getting in touch with us, haveboardcharc.

QuickBooks can automatically do the sales tax calculations for you on your invoices and receipts for easy and accurate filings. If there are additional sales tax rates to a transaction, we can add those.

Let me show you how:

1. Go to the Sales menu and select Invoices. 
2. Locate and open the invoice you'll add a rate to. 
3. At the bottom-right of the Invoice page, click the See the math link.
4. Let's calculate your tax rate sidebar will prompt where you can see how the sales tax was calculated. Click Override this amount.
5. Add the rate and select the Reason. Review the calculated amount. 
6. Hit Confirm and then Close.

For more detail when handling your sales taxes, you can check out these articles:

• Set up and use automated sales tax in QuickBooks Online
• Learn how QuickBooks Online calculates sales tax

If there's anything else that you need help with, please don't hesitate to leave a reply or post again. Take care!

Thanks!

So I will have to override on every invoice?  Also, by doing it that way, it isn't tracking what agency should receive what amount of tax, correct?  I was kind of hoping to use the automated feature so it would track all of that and make paying those taxes very simple.

Thank you!  The help from quickbooks has been running me around in a circle so this may be what I have to do.  Appreciate you helping me out!