Hi there, Karen.
I can see that you'd like to configure the system to calculate sales tax based on the total order amount, rather than applying it to each line item individually. I'm here to guide you with the process.
We can set up sales tax by following these steps to add a tax rate and agency. Here's how:
- Go to Taxes, then select Sales Tax.
- Under the Related Tasks list on the right, select Add/edit tax rates and agencies.
- Select New and choose either a single or a combined tax rate.
- Enter a name for the tax, the agency you pay, and the percentage for the rate. Use a single rate if you pay just one rate to a single agency.
- Select Save.
I've also added these great Community resources in working with sales tax in QuickBooks Online:
For future reference, feel free to visit this article to review your sales tax information to verify its accuracy before submitting your return to the tax agency: Sales Tax Liability report.
Don’t hesitate to visit the Community if you have other questions on how to manage sales taxes. I’m more than happy to answer them for you. Wishing your business continued success.
