Is sales Tax total on recurring invoices wrong? Both taxable and non taxable items are included in taxable total. Only fix is opening each invoice & manually fixing it.

I understand how important sales tax calculation is for your financial integrity, Molony.

Given that you've already done some troubleshooting and implemented workarounds to address the incorrect sales tax calculations on recurring invoices, I recommend contacting our Customer Support Team again to re-investigate and provide further assistance. They can securely access your account and provide additional support to resolve this issue.

Here's how:

1. Go to the (?) Help icon.
2. Select Contact Us.
3. Enter a short description of your concern and click Let's talk.
4. Choose either Start messaging or Get a callback to get in touch with them.

While we work to resolve this issue, you may continue to manually adjust invoices and retrigger the tax calculation as needed.

For your convenience, I'm adding this resource to help you adjust and delete sales tax payments in the tax center: Manage sales tax payments in QuickBooks Online.

Let us know if you have further inquiries about the sales tax calculations.

@jmolony 

Oh yes, I too have entered the Temple of QBO Sales Tax. Step forward, brave one. Click the sacred ‘See the Math.’ Revoke the automation. Then offer it back. Only then shall the gods of QBO bestow correct sales tax… until the next invoice. Blessed be your mouse hand.

Also—if you're using recurring sales receipts to charge credit cards, double-check that they actually processed. I've seen random ones marked “Paid” when no payment was ever run.

To verify:

• Check if the card’s last 4 digits show in the pop-out.

• If it just says “Credit Card” with no deposit info, it probably didn’t run.

• Compare your actual bank deposits to what QBO claims was paid.

Because apparently, “recurring” means “maybe… if we feel like it.”