cancel
Showing results for 
Search instead for 
Did you mean: 
challing
Level 1

How do you get the old sales tax rates and locations over to the new sales tax without having to reenter new rates for city/county?

 
2 Comments
Catherine_B
QuickBooks Team

How do you get the old sales tax rates and locations over to the new sales tax without having to reenter new rates for city/county?

Good day, challing.

 

QuickBooks Online keeps track of your state’s tax laws to accurately calculate sales tax and returns. All you need to do is enter where you collect sales tax and we automatically calculate sales tax based on where you sell, what you sell, and other transaction details. If you charge sales tax outside of your state, you can add other tax agencies you pay. 

 

I'll show you how to add an agency where you collect sales taxes and custom rates:

 

  1. Log in to QuickBooks Online.
  2. From the left menu, click Taxes and select Sales Tax
  3. At the upper-right, click Sales tax settings.
  4. Click Add agency to enter another county where you collect sales taxes. 
  5. Select Add rate to add a Single or Combined custom tax rates.
  6. Hit Save

Once you create a sales transaction, QuickBooks automatically calculates the sales tax. For more details on how to manage and set up your sales taxes, you can check out these references:

I'm just here if you need more help. You take care always and have a great day ahead!

Fiat Lux - ASIA
Level 15

How do you get the old sales tax rates and locations over to the new sales tax without having to reenter new rates for city/county?

@challing 

As another option, explore this AST Filing and Reporting app to integrate with your QBO.

 https:// taxjar.grsm.io/mytax

 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up