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I service customers in different sales tax jurisdictions. Can anyone tell me how to make sales tax adjustments in invoices for different customers?

I used to be able to set sales tax rates when I set up a new customer, but an update to QB made that disappear
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QuickBooks Team

I service customers in different sales tax jurisdictions. Can anyone tell me how to make sales tax adjustments in invoices for different customers?

Hello there, @imagine-if-photo.

 

There are two (2) ways to make sales tax adjustments in QuickBooks Online (QBO).

 

If you're using the old Sales Tax Center, please follow the steps below:

  1.  Go to the Taxes menu.
  2. Click the agency you're recording the payment.
  3. Click Record Tax Payment.
  4. Fill all the necessary information.
  5. Mark the Make Adjustment box, then enter information about the adjustment.
  6. Hit Record Tax Payment.

To know more about managing Sales Tax Payment, feel free to check out this article: Manage Sales Tax Payment.

 

However, if you're using the Automated Sales Tax feature, here are the steps on how to do it:

  1. Go to the Taxes menu from the left menu.
  2. Select the agency you're paying.
  3. Click View return.
  4. Select the + Add an adjustment link.
  5. Enter the reason for the adjustment, the account and the amount.
  6. Click Record payment, once done.

For more details steps, please check out this article:  Automated Sales Tax.

 

You can always drop a post in Community whenever you have concerns. I'd be glad to help you some more.

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