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Level 2

How can I remove the OLD default sales tax rate (used in manual) from the NEW automated sales tax?

My tax agencies are correct. My customers' addresses are correct. The shipping addresses are correct. The "Based on Location" works perfectly. I just want to remove the default setting that I had previously chosen for the tax rate that was most often used for my business prior to the switch. There is no place for this setting any longer. When I click "New Transaction" from the any customer's window (new or old), estimates and invoices are automatically using the old default tax rate from the manual system instead of automatically calculating the tax. I have to manually change the tax rate to "Based on Location." If I use the "+New" button on the upper left, it automatically uses "Based on Location" but I have to enter the customer's information. Either way, it is an extra step that doesn't need to be there.
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QuickBooks Team

How can I remove the OLD default sales tax rate (used in manual) from the NEW automated sales tax?

Thank you for the detailed information, @aeleiram.

 

 

The tax rate is base on identify business addresses on your QuickBooks Online. However, you can still use custom rates to manually calculate taxes.

 

You can use this article on how to use custom rates to manually calculate taxes on invoices or receipts: Use custom rates to manually calculate taxes on invoices or receipts.

 

To know more about automated sales tax, feel free to read this article: Use automated sales tax on an invoice or sales receipt.

 

let me know if you have further questions, I'll be happy to assist you.

Highlighted
Level 2

How can I remove the OLD default sales tax rate (used in manual) from the NEW automated sales tax?

I’m not interested in manually calculating taxes, and I’m not sure why you thought that was what I was asking. What I’d like is for the estimates and invoices that I create from a customer’s window to just go to the “based on location” option instead of the OLD default — which I used to change when entering a new customer‘s information in their taxes tab, not when creating every single estimate or invoice. This is incredibly frustrating. 

Highlighted
QuickBooks Team

How can I remove the OLD default sales tax rate (used in manual) from the NEW automated sales tax?

Hi there, aeleiram.

 

There are times that the browser keeps outdated Internet files that may cause websites, like QuickBooks Online, to receive unusual behavior.

 

I suggest logging in your QuickBooks account using a private browser. This way, you'll see if you get the same result. And, to verify if the issue is caused by a full cache. This might be also the reason the transactions are still calculating using the old sales tax, not the new automated sales tax you set up on the Customer's page.

 

Use these keyboard shortcuts based on the browser you're using. 

 

  • For Internet Explorer of Firefox, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

If it works in incognito, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. You can check this article to see the steps: How do I clear my browser cache and temporary Internet files?

 

If the steps above didn't work, use another supported browser as alternatives.

 

If the issue continues to occur, I suggest to manually override the sales tax amount in the transactions.

 

  1. Go to the +New button.
  2. Select either Invoice or Estimate
  3. Enter all the needed information, then check the total sales tax at the bottom.
  4. Select See the math or the total tax amount to open the Let’s calculate your tax rate window where QuickBooks gives you the detailed breakdown of the sales tax.
  5. Click the Override this amount hyperlink.
  6. Enter the Rate, then the Reason.
  7. Select Confirm, then Close.

 

Once done, save the transaction you've created.

 

For more information on how QuickBooks automatically calculates the total tax rate, you can refer to this article: Set up and use automated sales tax in QuickBooks Online. It also contains instructions on how you can file your sales tax return with QBO.

 

 

Please check these articles to see information about how QBO tracks your payment due dates to avoid extra fees and steps on how to exempt your company from sales tax and get refunded:

 

 

Please let me know if you have other concerns. I'm just around to help.

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