How do I turn off Sales Tax??

JeveeAdvin__la · ‎February 26, 2025

I appreciate for following the steps stated in the article to disable the sales tax feature in your QuickBooks Online (QBO) Sandbox company, albelkin. I'm going to share some specific information about how to carry out this task effectively.

To answer your questions, the Automated Sales Tax (AST) interface in QuickBooks Online (QBO) hasn't changed as of posting, and as with normal QBO accounts, sandbox companies follow the same steps with enabling or disabling sales tax option.

I acknowledge you've ensured deleting the data to start fresh in your sandbox company. I'd still encourage ensuring once more there are no transactions created after Automated Sales Tax (AST) was enabled. You can pull up a Sales Tax Liability Report to help in this task. Follow these steps:

Go to Reports, then search for Sales Tax Liability Report.
Set the report period to All Dates. All agencies and tax items will be listed on the report.
Select the Taxable Amount, to open a report with all transactions that have global sales tax on them. To continue, you will need to do the following:
1. Make a note of the transaction(s)
2. Delete each transaction(s)

Once done, you can go back to the Sales tax, then Sales tax settings

to disable sales tax.

Alternatively, consider creating a new sandbox company. This ensures that you can continue performing an invoice import with no AST enabled. You can follow these steps:

Sign in to your developer account.
Select My Hub > Sandboxes from the upper-right corner of the toolbar.
You'll see a list of the sandbox companies you've created. Choose Add, located on the right.
Select QuickBooks Online Plus or QuickBooks Online Advanced.
If you select QuickBooks Online Plus, select a country from the Country dropdown.
Select Create.

Since you've been trying to import invoices from your company as a test, you can check out this article on how to import invoices in QBO: Import multiple invoices at once in QuickBooks Online.

With the information I've shared, you should be able to disable Sales Tax and successfully import invoices in QBO. If have further questions about this process, please let us know. We're ready to offer prompt assistance to address your concerns.

albelkin · ‎February 26, 2025

I appreciate your help but none of this worked:

Sales Tax Liability Report for All Dates shows “This report does not contain any data,” not surprising since I started with a blank database. There are no sales and no payments. There is an agency (California) but it has zero sales and zero tax owed, and it is marked inactive. Nevertheless, when I click “Sales Tax Settings,” there is nothing that says turn off sales tax or asks whether I collect tax.
I also created a new sandbox company. It came pre-populated with customers, invoices, payments and sales tax liabilities. So I deleted all the invoices that had sales tax. On this one the Sales Tax menu screen looks totally different. There is a link for “Edit Sales Tax Settings.” When I click it, it asks “Do you charge sales tax?” Click no and it says “Sorry, we can’t disabler sales tax because at least one transaction includes sales tax…” So I tried deleting all the remaining invoices and also deleted the agencies. It still does the same thing. As far as I can see, there are no transactions at all.

To repeat all I’m trying to do is test the Invoice Import so I can prepare it for my client. At this point, I’ve put in many hours that I won’t be able to bill to the client. I don’t know if they can give me access to their live data (or preferably a copy), otherwise my choices are to work on-site (2 hrs away) or to just tell them I can’t do the project.

CamelleT · ‎February 26, 2025

Your efforts in going through the suggested resolutions are highly appreciated, Albelkin. Let me route you to the appropriate support team to turn off sales tax in your QuickBooks Online (QBO) Sandbox company.

First off, once you set up a customer in California within QB, the system will automatically create a sales tax agency for the state. If there are no transactions linked to this specific customer, it will display zero sales and zero tax owed. Additionally, if the sales tax agency is marked as inactive, it may have been inadvertently marked as such.

For more information about sales tax management in QBO, check out this article: Sales tax in QuickBooks Online.

Moreover, since you've created a new Sandbox company and encountered issues that prevented you from disabling the sales tax feature, I recommend contacting the Intuit Developer Support Team. This way, they can provide tailored resolutions to resolve your concerns. Here's how to reach them:

Visit this link: https://help.developer.intuit.com/s/.
Scroll down.
Click the Contact Support button.
Select your Product and choose Sandbox from the Category dropdown.
Hit Next and follow the onscreen steps.

Finally, I will provide this resource to help you generate a Sales by Customer Detail report and other sales reports in QBO, enabling you to view valuable information about your customers' purchasing behaviors: Run a report in QuickBooks Online.

If you have other questions about managing sales tax in QBO, please don't hesitate to leave a comment below. We're always here to assist.

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