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Steadygirl
Level 2

If QBO was set up with New York State broken into 2 tax amounts, the 4% for State Tax and a seperate % for county and other taxes, how do I combine them into 1 tax rate?

So instead of my tax reports showing 4% state tax and 4% county tax, and totaling them in 2 seperate ways, I would like it to just show 8% and give one total for the tax rate.

1 Comment 1
AdonL
QuickBooks Team

If QBO was set up with New York State broken into 2 tax amounts, the 4% for State Tax and a seperate % for county and other taxes, how do I combine them into 1 tax rate?

Thank you for taking the time to share this with us,  @Steadygirl. I can see you're committed to optimizing your tax reporting process in QuickBooks Online (QBO) to suit your business needs.

 

I commend your efforts to stay compliant with legal requirements, especially during tax filings or audits. Your idea of combining state and county taxes into a single rate is notable, but merging these rates in the QBO tax report is currently unavailable. QuickBooks keeps them separate since these rates often vary, and most jurisdictions require taxes reported individually to ensure accuracy.

 

Moving on, your idea is valuable, so I encourage you to send it to our product development team. Doing so helps your needs are noted and considered for improving QBO in the future.

 

Here's how:

 

  1. Log in to your QBO account.
  2. Click the Gear icon at the top.  
  3. Under the Profile column, select Feedback.  image (46).png
  4. Provide details about your unique concern.
  5. Click Next to send your input.   

          image (47).png

 

Alternatively, you may want to export your tax report to Excel so you can manually combine tax rates. This way, you can generate the data you need. Let me guide you through this process.

 

  1. Go to the Reports tab.
  2. Generate and view the tax report you want.
  3. Click the export icon between the printer and the ellipses icon.
  4. Select Export to Excel and save the file to where you can easily access it.  image (48).png

 

If you’d like more guidance on generating tax reports to display specific details, feel free to check out these articles:

 

 

When it's time to file your tax returns, you may want to check out this guide: FAQ for tax filing.

 

This information should help clarify your concern, @Steadygirl. Efforts like yours help pave the way for potential improvements that can enhance not only your experience but also that of other business owners using QuickBooks. Please post here again if you have any other questions about tax setup and reports in QBO. We're always here to help!

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