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64460
Level 1

DO NOT CONVERT to auto sales tax

QB  is charging the WRONG sales tax rate and has left me with no options to fix it and has been completely unresponsive to the case I filed 3 weeks ago. Ignored my request completely! I cannot revert to old way and cannot change the rate they deemed correct ( and yes, I am positive QB is wrong). Phone reps are nice, but it needs higher intervention which has not happened. Surely others have had or will have the same issue, so DONT CONVERT until they confirm all bugs are out.

16 Comments
AileneA
QuickBooks Team

DO NOT CONVERT to auto sales tax

Hi there, @64460

 

Thank you for reaching out to the Community.  

  

When you switch to automated sales tax QuickBooks will automatically calculate the taxes for you. It will be based on state rates plus local rates. However, we can overwrite the sales tax, so you can manually override it. Let me show you how: 

 

  1. Open the Invoice
  2. From the lower portion under Sales tax, click the link See the math
  3. Click the hyperlink Override this amount, and enter the correct Rate, Amount and Reason
  4. Hit Confirm, and press Close

 

inv..PNG

 

inv1.PNG

 

 

Once done, you'll be able to see the changes made from your invoice to double check. 

 

sales.PNG

 

Note: When filling taxes to other tax agencies. I recommend seek for an advice from your accountant for more guidance. 

 

I'll be adding these articles to help you guide about Sales tax: 

 

Please let me know how it goes by clicking the Reply button. I'll be here to help you. Have a great day!

Fiat Lux - ASIA
Level 15

DO NOT CONVERT to auto sales tax

@64460 

As another option, explore this AST Reporting and Filing app to complement your needs.

https://taxjar.grsm.io/mytax

 

Hope it helps.

64460
Level 1

DO NOT CONVERT to auto sales tax

I am able to do this, but I don't think I should have to do this for literally EVERY invoice.  Why can't Quickbooks put in a fix?  I requested a more permanent fix on February 3 and my request has been pretty much ignored by QB even after being told by a supervisor  2/21 that it would be expedited to the sales tax team.  It is now impossible for me to use quickbooks to calculate sales tax due so everything has to be done manually - it is so much worse than it was before and QB can't even seem to figure out how to convert me back to the old way.  I will NEVER recommend QB to anyone if customer service is this pathetic for a programming error that QB refuses to acknowledge. 

Charies_M
Moderator

DO NOT CONVERT to auto sales tax

Thanks for sharing your thoughts with us, 64460.

 

I hear you and I understand how you'd like to be able to use the manual sales tax feature back in QuickBooks Online (QBO). 

 

While we continue working on making improvements for the benefit of our customers, I suggest checking back for any enhancements and announcements through our QuickBooks Blog.

 

I'll be sure to notify you through this thread if I hear any changes about this input.

 

If you have any other questions about QuickBooks, please feel free to contact us again. You can also mention me on your posts. I'm always here to help. Have a nice day!

Dtrain0345
Level 1

DO NOT CONVERT to auto sales tax

Same Issue Here!!! This is beyond maddening.  Is there such a thing as a fix to go back into manual mode or to find a better overide system in the tax setup for tax rates?  The auto tax rates coming up are not even correct....

Rubielyn_J
QuickBooks Team

DO NOT CONVERT to auto sales tax

Hi, there @Dtrain0345.

 

Automated sales tax may look different compared to manual sales tax. Using this is much easier when tracking sales tax.

 

Setting up QuickBooks into automated sales tax may not allow you to switch back to manual sales tax center.

 

Also, QuickBooks calculates the correct tax rate on each sale based on the following:

  1. Your customer's tax-exempt status.
  2. Where you sell and where you ship.
  3. what you sell.

 

Here's how you can track sales tax automatically when making a sale:

  1. Open your invoice.
  2. Go to Sales tax at the lower portion, and select See the math.
  3. Click the hyperlink Override this amount, and input the Rate, Amount and Reason.
  4. Press Confirm and hit Close.

 

For you to be guided about Sales tax, I'll be attaching these articles:

 

If you have additional queries, don't hesitate to comment below. I'd be glad to help you right away. Have a pleasant day!

Fiat Lux - ASIA
Level 15

DO NOT CONVERT to auto sales tax

@Dtrain0345 

Explore this 3rd party app. Unfortunately it doesn't support QB yet.

https://taxjar.grsm.io/mytax

 

HL
Level 1

DO NOT CONVERT to auto sales tax

QBO is not using the correct/updated sales tax rates.  I have had a problem with two addresses in Washington State.  One of my clients had to reimburse his customer $150 in sales tax.  I'm aware of another accountant in Texas who also saw the wrong rate populate.  Both of us called QBO and were dismissed.  This problem is not getting the attention it deserves and needs to be fixed immediately.  Check every rate using your state's official tool and override when necessary.

Fiat Lux - ASIA
Level 15

DO NOT CONVERT to auto sales tax


@Fiat Lux - ASIA wrote:

Explore this 3rd party app. Unfortunately it doesn't support QB yet.

https://taxjar.grsm.io/mytax

 


I noticed the app supports QBO now.

https:// taxjar.grsm.io/mytax

 

Hope it helps.

printandbrandit1
Level 2

DO NOT CONVERT to auto sales tax

DO NOT CONVERT TO AUTOMATED SALES TAX

thomasgroup-4080
Level 1

DO NOT CONVERT to auto sales tax

The software we use to create our orders and invoices does use Tax Jar, but then when we import the invoices, the automated sales tax in QBO overrides it and it is wrong.  I spoke to the Comptroller's office and our business is supposed to charge on where the product is delivered and QBO charges based on origin.  I have tried all sorts of fixes and now I have a huge mess of errors in the custom rates in the sales tax and I can't sort them or make them inactive.  This has to be fixed!  I see complaints all the way back to April and nothing has been done.  Seriously, just turn off the "upgrade".

AileneA
QuickBooks Team

DO NOT CONVERT to auto sales tax

Hi there, thomasgroup-4080.  

 

Let me share with you some information about the sales tax custom rates in QBO. Currently, the option to delete or make them inactive is not possible. You can only inactivate the state agency. I suggest reaching out to our customer support team. This way, we'll be able to pull up your account in a secure session and look over the underlying issue.  

 

Before diving in, I want to ensure your issue gets prioritized and addressed on time. Hence, I'll be providing this resource for the support hours. It contains the time on when the support is available, depending on your type of subscription. Just go to the QuickBooks section of this article for more info: Contact QBO support.          

 

Here's how to contact our support team:     

 

  1. Sign in to your QuickBooks Online company. Then click Help (?).  
  2. Select Contact Us
  3. Type in your questions in the How can we help? field. 
  4. Click Let's talk.  
  5. Tap Get a callback. Or also you have the option to press Message an agent if you prefer to chat agent.   

 

You can also check out these articles to learn more about sale tax in QuickBooks: 

 

 

Know that you can always get back to me if you have any additional questions. It would be my pleasure to help. Have a good one!

1422935155
Level 2

DO NOT CONVERT to auto sales tax

I agree! I have been on the phone for hours and have gotten NO WHERE!  The auto tax sucks real bad for me as each customer I have I will half to adjust the sales tax with each invoice. The old way I would put there tax in and when I made an invoice it would automatically use the tax I had put in.DO NOT CONVERT!!!

I am going to find another company that I can invoice with that wants my business. I even tried to have them revert me back and they won't do it. It was also pretty sneaky of the way they got me to set this crap up I might add

1422935155
Level 2

DO NOT CONVERT to auto sales tax

Contact you again! That's a laugh!

I soent 3 1/2 hours on the phone yesterday with your crap

lfeinstein
Level 1

DO NOT CONVERT to auto sales tax

Can you please tell me if this was ever remedied?  We were about to use automated sales tax and all these comments are making me nervous!!!

Dtrain0345
Level 1

DO NOT CONVERT to auto sales tax

DO NOT DO NOT DO NOT DUE IT!!!!! ONCE YOU DO IT YOU CAN NOT GO BACK AND THERE ARE WAAAAYYYYYY TO MANY ISSUES.  IT WILL CREATE MORE WORK FOR YOU! AND THE SUPPORT FROM QB IS TERRIBLE

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