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Community Explorer **

Missing options and settings in Tax Center

My Tax Center does not seem to have any options for me to modify things like tax rates, editing tax agencies, etc. Could you advise, please?

 

This is what it looks like.

20 Comments
QuickBooks Team

Re: Missing options and settings in Tax Center

The new tax interface is based on the Automated Sales Tax feature, maciej.

 

In this new feature, you don't need to enter the tax rates because QBO will figure it out for you. The sales tax calculation is based on the address that you've entered on your customer's profile.

 

You can modify the filing frequency and start date of the agency or make it inactive. To do this, just click the Sales tax settings link in the upper right-hand corner of the Sales Tax page. You can refer to this article to learn more about the automated sales tax.

 

When you create an invoice, you'll see a table that shows the tax rate and the sales tax calculations. You also have the option to override the sales tax if you think the total is incorrect.

 

I've added screenshots for you.

 

Keep in touch if you have more questions.

 

 

 

Community Explorer **

Re: Missing options and settings in Tax Center

Thanks very much, Sophia Ann! The concept of the Automated Sales Tax is great but I guess works only in 'standard' situations. In my case, I need to be able to use low tax amount for things like coffee beans. An elegant solution would account for that.

 

Is there a way to opt out of the Automated Sales Tax?

Moderator

Re: Missing options and settings in Tax Center

Hi there, @maciej.

 

Thank you for the quick response. If you want to move back to manual sales tax, I can help share the steps how to do this in QuickBooks.

 

If you've migrated from manual to automated sales tax, please follow these steps:


     1. On the left pane, select Taxes.
     2. Select Sales Tax Settings.
     3. At the bottom of the screen, look for Want to temporarily switch to the old tax center? Switch here.
     4. Click the here hyperlink.

 

However, if you have a new QuickBooks account with automated sales tax enabled, you can use the override option on the transaction. This is to ignore the automated calculation just like what ShopiaAnnL has shared.

 

Here's how:

  1. Open the transaction (invoice/sales receipt).
  2. Click the Sales tax link in the lower right-hand corner.
  3. Below the Total sales tax amount, click the Override this amount link.
  4. Enter the Rate, Amount, and Reason.
  5. Click Confirm override.

For more details about automated sales tax, you can also check this article: Migrate to US Automated Sales Tax.

 

You can also reach out to our Phone Support for additional help. They can initiate a screen sharing session to walk you through the entire process.

 

That should do it. Drop me a comment below if you have any other questions about sales tax. I'll be happy to help you out.

Community Explorer **

Re: Missing options and settings in Tax Center

Thank you for the detailed info, Mary Grace!

 

I do not see the 'Want to temporarily switch to the old tax center' link—I'm guessing it's probably because I started using the new one right from the beginning.

 

Is the override option the only solution then?

 

Thanks again!

Maciej

Not applicable

Re: Missing options and settings in Tax Center

I'm having the same issue. would love a solution.   

QuickBooks Team

Re: Missing options and settings in Tax Center

Hi everyone.

 

We appreciate your time joining this thread. I'd like to share additional information about how Sales Tax works in QuickBooks Online (QBO).

 

The option to temporarily switch to the old tax center is only available for those customer who were able to use the manual sales tax feature.

 

One alternative, as mentioned by my colleague’s @SofiaAnnL and @MaryGraceS, is to use the capability to override transactions and ignore the automated calculation. You can follow the steps provided below:

 

  1. Open the transaction (invoice/sales receipt).
  2. Click the Sales tax link in the lower right-hand corner.
  3. Click the Override this amount link located under the Total sales tax amount.
  4. Enter the Rate, Amount, and Reason.
  5. Click Confirm override.

If you wish to discontinue using the Automated Sales Tax feature, I recommend getting in touch with our Care Support Team.  They’ll be able to help review your account and disable the Automated Sales Tax feature for you.


Here’s how you can reach them: Get help with QuickBooks Online.


Reach out to me if you have additional questions about how Automated Sales Tax works in QBO. I’m here to answer them for you.

Frequent Explorer *

Re: Missing options and settings in Tax Center

This is great explanation...I need this too!

Not applicable

Re: Missing options and settings in Tax Center

When using the overide option how do you assign it to a single tax agency? If you have two agencies collecting tax and override it to a lower % does it detail who is getting what tax and at what rate on the tax liability report?

Moderator

Re: Missing options and settings in Tax Center

Hi there, @tommy2.

 

Thank you for posting in the Community. I'd be happy to help share some additional information about overriding the sales tax rate in QuickBooks Online.

 

When overriding the sales tax rate, you can only edit the Total tax standard rate. Once you enter the new rate, QuickBooks Online will adjust the taxable amounts in each agency automatically. It's the same details that show when you run the Tax liability report.

 

The following article contains additional information about this: Automated Sales Tax

 

I can see how helpful this feature can do to your business so I'd recommend sending your product preference to our engineers. This lets our Product Development team know how you'd like the program to work. Also, I'll do the same in my end to see if they can consider adding this feature for future QuickBooks enhancements.

 

Let me guide you on how to do that:

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your feedback and suggestions.
  4. Click Next.
  5. Select Feedback for the Category.
  6. Click Send message.

I'm looking forward to your response about this feature. In case you need anything else, please let us know by posting a comment below. Have a great day.

Not applicable

Re: Missing options and settings in Tax Center

I've tried using the override to work around my issues with this sales tax feature but it isn't working. It won't save. The wheel just keeps spinning when I save after an override.
The "T" next to the amount is ridiculous. 
Please go back to the old Sales tax method. It worked just fine.

Moderator

Re: Missing options and settings in Tax Center

Currently, we have received reports when overriding the sales tax amount, cloudledger. And our engineers are already working to fix this.

To receive further updates about the issue, I'd recommend contacting our Customer Care Team. They'll add your profile to the list of affected users. Here's how you can reach out to them:

  1. Click the Help menu in the upper-right corner and select Contact us.
  2. Enter the details of your concern and click Continue.
  3. Choose how you want to reach them.
  4. Enter the needed information and get their contact details.

Meanwhile, you can revert to the old Sales Tax Center interface. Here's how to do it:

  1. Select Taxes on the left menu.
  2. Click Sales tax setting in the upper-right corner.
  3. At the bottom of the screen, click the here hyperlink from the Want to temporarily switch to the old tax center? Switch here.

Otherwise, you'll need to contact our Customer Care Team about this.

 

I'd appreciate your patience as we work for a fix.

Not applicable

Re: Missing options and settings in Tax Center

Thanks for the heads up.
I cannot revert back to the old sales tax method with this new client, unfortunately. 
The best workaround I have found is to create a sales product called "Sales Tax" and map it to the "Sales Tax Liability" account.

Community Contributor **

Re: Missing options and settings in Tax Center

Hi. I am having the same issue here. There is no sales tax setting option where I can edit the tax. So when I follow your instructions by setting an invoice, there is no option where I can just click the box for the tax and override it. Why is that happening?  Also, how can you stop the automated tax?

QuickBooks Team

Re: Missing options and settings in Tax Center

Hello there, @Juleskeen.

 

I'm here to help share some more information about automated sales tax and get you pointed in the right direction.

 

Having the automated sales tax in QuickBooks Online is the reason why you're unable to edit your tax rate. Normally, being able to override the sales tax on transactions should work in your case. 

 

To better isolate this issue, I'd suggest reaching out to our Customer Care Team. They have the tools to check on your set up and help you enable the manual sales tax feature.

 

Also, here are some references that you can check out about the sales tax in QuickBooks Online:

This should get you on the right track.

 

Please don't hesitate to reach out to me here should you have any further questions, I want to make sure you're taken care of. Thanks for coming.

Community Contributor **

Re: Missing options and settings in Tax Center

watched the video but it’s not of help because I don’t have the option to choose Sales Tax. I literally don’t have that. The only thing that is showing is the word Tax but if I will set it up it will take me to get started. The problem is I cannot finish it because it is giving me an error saying  “ the tax agency is already using the same name”. I already spoke to 3 agents and none of them gave me clarification or alternative to proceed to setting up the sales tax. I cannot even override it because it is not in the option too. There is no box for tax when I create invoice. Therefore no way I can override it. I really need a help from an expert. 

Thanks

QuickBooks Team

Re: Missing options and settings in Tax Center

Hi @Juleskeen,

 

We've recently had reports about users not being able to set up their sales tax. But don't worry, our engineering team is already working on this.

 

Also, the error message you're getting can be caused by an inactive sales tax agency. You'll first need to make sure that you don't have inactive sales taxes set up on your account.

 

Here's how:

  1. Click on Taxes from the left panel.
  2. Click on Sales Tax Settings.
  3. Click on the Gear icon.
  4. Tick on the Include Inactive checkbox.

If you have inactive sales taxes, you can click on Make Active to activate them. But if you don't have an inactive sales tax, you'll need to contact our QuickBooks Online Support team.

 

This way, they can verify your account and add you in the list of affected users. Then, you'll receive email updates about the progress of this investigation.

 

You can follow these steps in contacting them:

  1. Log in to our account.
  2. Click on Help.
  3. Choose Contact Us.

We appreciate your patience while we are fixing this.

Community Contributor **

Re: Missing options and settings in Tax Center

I cant do anything on the steps you provided because I don’t have that SALES TAX OPTION anywhere. If I only have that it would be easy for me to figure it out. But it’s not there. What other option do you have? 

Moderator

Re: Missing options and settings in Tax Center

Good day, Juleskeen.

 

I've read your original post. The error message that you're getting when setting up sales tax is still ongoing and our engineers are continuously working to have a permanent fix.

 

In this case, I recommend contacting our QuickBooks Support Team so you'll be added to the list of affected users. When you do, provide this escalation number: INV-31546.

 

Here's how to reach us:

  1. Sign in to your QBO account and click on Help.
  2. Click on the Contact us link.
  3. Enter your concern and click on Let's talk.
  4. Choose either Start messaging or Get a callback.

Rest assured that we're doing our best to deliver one that'll prevent this from happening again.  

 

I appreciate your patience. Leave a comment below if you have any other concerns. I'm always glad to help.

Not applicable

Re: Missing options and settings in Tax Center

After reading this entire thread on Sales Tax QBO does not have an simple option to setup Sales Tax Groups or the ability to Group multiple sales tax items. My question is does QB have this available in a different product? Also do they plan on adding this feature to QBO?

Moderator

Re: Missing options and settings in Tax Center

We appreciate your time reading the whole thread, Drewnation.

 

Yes, we do have. It is QickBooks Desktop that can track and group multiple sales tax rates. Here's an article for a reference: Set up sales tax in QuickBooks Desktop.

 

If you wish to purchase QuickBooks desktop, please go to our website and choose a version you would like. Or, you can speak to our sales representatives to get more help: https://quickbooks.intuit.com/desktop/

 

In case you switch from QBO to QB Desktop, here's your to-do list for a guide:

  1. Download and install the desktop version.
  2. Export file from QuickBooks Online to QuickBooks Desktop

On the other note, before the Automated Sales Tax Setup, customers can combine multiple tax rates manually. It is our goal to be compliance with the state tax agencies' policies that's why we've come up with this automation. 

 

For newly signed up QBO users, you can reach out to us directly and request to be opt out from the automated sales tax setup.  

  1. Click on the Help menu.
  2. Click on Contact us.
  3. Enter Opt out from the automated sales tax setup and click on Let's talk.
  4. Choose either Start messaging or Get a callback.

You're always welcome to post some more questions. Have a great day! 

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