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pcameron
Level 1

How do I remove automated sales tax as the default?

The automated sales tax rate is incorrect and I have to manually override every tax on invoices I pull in from my service software. I did not turn on automated sales tax by choice and want to get rid of it.

2 Comments 2
Aldren18
QuickBooks Team

How do I remove automated sales tax as the default?

Hello, Pcameron. I can see the inconvenience of manually overriding sales tax on every invoice. While QuickBooks Desktop doesn't offer an option to turn off Automated Sales Tax, we can work around this to save you time and ease your workflow.

 

In QuickBooks Desktop, we can review and update your Sales Tax Items to ensure the correct rates are applied moving forward.

 

Here's how:

 

  1. Select Edit at the top of the QuickBooks Desktop menu and choose Preferences.
  2. Go to Sales Tax and click on the Company Preferences tab.
  3. Confirm that the "Do you charge sales tax?" setting reflects your actual business operations (i.e., set to Yes if you use sales tax, or No if you don't).
  4. Double-check the default rates listed and update them as needed.

 

You can also adjust the sales tax item on your items and set customers or jobs to non‑taxable if necessary. Check out this resource article for detailed steps: Setting up sales tax in QuickBooks Desktop.

 

Please note that if you are referring to QuickBooks Online, you can disable your automated sales tax by following the steps in this article: Turn off automated sales tax in QuickBooks Online.

 

I’ll keep this thread open for any future updates or communications you may need to share.

Aldren18
QuickBooks Team

How do I remove automated sales tax as the default?

 Good day, @pcameron.
 
I just wanted to follow up to check if the resolution I provided helped address your concern.
 
We’ll be glad to assist further if needed.

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