How do we turn off "Automatic Calculation" of sales tax for a client?

Thanks for chiming into this forum, excaliburawards. Let me help you manage automatic sales taxes in your QuickBooks Online account.

With QBO's automatic sales tax feature, the option to turn off the "Automatic Calculation" from a transaction isn't available. However, you can manually select the tax rate specific to your customer's state as a workaround when creating an entry. This way, it'll give you more a detailed breakdown of the taxes being associated. To do this:

1. In your online account, go to Sales and select Invoices.
2. Choose the invoice you want to specify these taxes and click Edit from the Action column.
3. From the invoice transaction, hover to the Sales tax section and click See the math.
4. Then, choose a specific tax rate under the How your sales tax is calculated: section.
5. Review all invoice details and click Save and Close.

Additionally, you can utilize this reference to guide you in managing and filing sales tax returns and payments: File your sales tax return and record sales tax payments in QuickBooks Online.

We're always available in this thread if you have additional questions when managing sales tax adjustments or other QuickBooks concerns. Please don't hesitate to leave them in the comments below. Keep safe, and have a good one!

@FateCandylaneT  RE: With QBO's automatic sales tax feature, the option to turn off the "Automatic Calculation" from a transaction isn't available. 

That's not what the OP asked for. Did you even read the question?

This does not work for me as every time I change the sales tax to the correct item- it auto changes back to the automatic sales tax by location that QB has set up. We need an actual way to turn this off!

I hear your sentiments, Alissa. QuickBooks uses several factors, including the customer's sales tax-exempt status, the specific locations of the sale and product shipment, and the sales tax category for the service or product, to calculate the total sales tax rate for each sale.

If you want to turn off this feature, you'll need to delete any transactions that include sales tax, but that's not recommended. However, if you decide to proceed, you can use the Transaction List by Customer to see all entries with sales taxes and print or save it for future reference.

I know it can be time-consuming to delete transactions one at a time, and turning off the automatic calculations for a specific client could benefit both you and other customers. That said, I recommend forwarding this request to our product development team. Our engineers will carefully review your ideas and may consider implementing them in the future.

To send your input, follow these steps:

1. Go to the Gear icon, then choose Feedback.
2. Type in your ideas, suggestions, or recommendations. 
3. Hit Next to submit.

Your input holds significant value to us. You can track your recommendations through our QuickBooks Online Feature Requests website. 

Moreover, I'm adding these articles that will help you understand how QuickBooks computes sales taxes and how you can generate a report that displays your non-taxable or taxable sales.

• Learn how QuickBooks calculates sales tax
• Sales Tax Liability report
   

The information provided above will help you to manage your transactions and turn off the sales tax feature within the program. If you need any assistance, please let us know. We're always available to help you and are ready to assist you. 

not sure if im can reply to this one . i just wanted to qb to know im having same problem here. automatic calculation for sales tax. each invoice i have to take it off automatic : and use mine, bc qb doesnt charge the right sales tax. messes up all invoices if i dont use my sales tax. then i have to pay the rest out of our pocker. smh.  we should be able to  delete button to where u can take this off. on qb  we should  be able to add or delete on our page. there are alot of things that dont work right for our company. we should be able to design our invoice the way we want to. to work for the business we have. and others to be able to do the same. 

I know how challenging it must be to constantly adjust the automatic sales tax calculations, only to find that it doesn't align with your business needs. I'll hear you out on this, Tam11. Let me provide the steps for sending feedback to our product developers.

The option to turn off the automatic calculation of sales tax in QBO is currently unavailable. I recommend sending feedback to our product developers to let them know about your request to have the ability to turn off the automatic calculation of sales tax. This way, our product engineers can consider adding this feature in future updates.

Here's how:

1. Sign in to your QBO account.
2. Click the Gear icon at the top, then Feedback.
3. Enter your comments or product suggestions.
4. Press Next.
    

Once done, our designated team will review it. You can track your future requests through the QuickBooks Online Feature Requests website.

In addition, you can refer to this article to learn how to file your sales tax return and record your sales tax payment in QBO: File your sales tax return and record sales tax payments in QBO.

Comment on the post if you still have concerns about sales tax. I'm always available to help you.

Quickbooks is 100% WRONG in how they are implementing automatic sales tax features!  I was an accountant in a prior life, I was a special sales tax accountant for a fortune 500 retail business headquartered in the state my current business is!  I KNOW sales tax and nexus rules!!  Not being able to disable this feature in QBO has me looking for another bookkeeping solution!  I have created a work around for my employees to use BUT since I can't disable the auto feature, if they don't remember to turn it OFF at EVERY invoice level it reverts back!  This is allowing for them to make errors!!  Makes NO sense that I cannot disable this feature and hard code the taxes to be collected on EVERY invoice!!  We do business with companies that have multiple offices and there CO address or AP address may be out of state.  With this listed as the mailing address (which we need for mailing statements).  QB assumes the tax rate based on the shipping address which is NOT correct when we are not shipping the products!  Also, many of my customers physical locations are outside of city limits so QBO auto will not charge city sales tax which is INCORRECT because the sale is completed at my office and that is the nexus address for taxing purposes!!  I have been trying to deal with a way to fix this for 6 months, my employees keep forgetting to switch the invoices....QBO this IS a problem and NO ONE is listening!!