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Join nowI'm here to shares some details about the error that you've encountered, garrison5734.
After you activated the automatic sales tax, you're unable to turn it off in QuickBooks Online. Though, you can edit the customer's tax information to ensure you will not collect any taxes. I'll guide you how.
The tax rate will no longer apply every time you create an invoice for this customer
Additionally, I've added an article that'll help you to file your sales tax return and record your tax payment in QuickBooks Online. To learn more about the process, please click here.
If there's anything else that I can help you with, please don't hesitate to leave a comment below. I'll always look forward to helping you out.
You may explore this AST Filing & Reporting app to find any useful info.
https:// taxjar.grsm.io/mytax
Unless I am misunderstanding, this is a serious and ongoing issue in certain use cases.
I turned on sales tax in a misguided attempt to get Square payments to work with QBO. That was a complete dud, and I now have to enter those payments in multiple steps each.
But now, for EVERY new customer I invoice, I have to follow multiple steps to get rid of sales tax that I never wanted or needed in the first place. Nearly every one of my customers is a single example, a new customer. And not a single one needs sales tax to be collected.
How is it possible that this is a one-way door? Once the setting is changed, it can never be undone? Am I to face this burden for every new invoice, every new customer, every day and every week?
As I said, maybe I misunderstood the answer. But so far I am having to take additional steps for every single invoice I create. Please tell me this is being addressed. Or please tell me how to set the local tax rate to 0%.
Thank you.
Unless I am misunderstanding, this is a serious and ongoing issue in certain use cases.
I turned on sales tax in a misguided attempt to get Square payments to work with QBO. That was a complete dud, and I now have to enter those payments in multiple steps each.
But now, for EVERY new customer I invoice, I have to follow multiple steps to get rid of sales tax that I never wanted or needed in the first place. Nearly every one of my customers is a single example, a new customer. And not a single one needs sales tax to be collected.
How is it possible that this is a one-way door? Once the setting is changed, it can never be undone? Am I to face this burden for every new invoice, every new customer, every day and every week?
As I said, maybe I misunderstood the answer. But so far I am having to take additional steps for every single invoice I create. Please tell me this is being addressed. Or please tell me how to set the local tax rate to 0%.
Thank you.
I understand the hassle that this caused you, @sawxray.
As of now, there isn't a way to switch back to the manual sales tax once you're using an automated sales tax. I know that having accurate calculations in local taxes will give so much advantage to your business. That said, I'd suggest sending feedback requests to our engineers so they can consider this feature again.
Let me guide you on how to do that:
In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.
Moreover, you can use the override option when you create an invoice for your customer as a workaround. This is to ignore the automated calculation.
Here's how:
For more details, you can check out this article: Override sales tax on transactions.
To make sure everything is accurate with your custom tax rate before you file your return to your tax agency, you can run the Sales Tax Liability report.
I'll be adding our resource page, so you'll be familiar with how QuickBooks manage your taxes:
Reach out to me if you have additional inquiries about Sales Tax or any QuickBooks related. I want to make sure you're taken care of.
Same issue, yikes their advice was to submit a ticket to support. Really suboptimal system, I can't turn off tax because it's already on? Goofy.
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