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Wallace
Level 1

I have read where QuickBooks has added a feature to calculate sales tax on out of state orders for online users. Our out of state orders are growing and this would be a very helpful feature. But we use QB Enterprise networked from our server. Does anybody know if and when this component is ready for our use? Thank you ! 

3 Comments
Kristine Mae
QuickBooks Team

It seems like you want to add a sales tax, Wallace.

 

You can manually set up or create a sales tax item for each state or city where you collect the tax. This will help you monitor and report them to the tax agency.

 

 Let me show you how:

  1. Click Lists.
  2. Go to Item List.
  3. Click Item, then select New
  4. Under Type, select Sales Tax Item.
  5. Fill in the necessary fields, then click OK.

When you create a sales tax item, it will be automatically added to all workstations who are accessing the same company file since you're using  a server. 

 

I'll share the article on how to set up sales tax in QuickBooks Desktop for more details. 

 

If you have more questions regarding sales tax, please don't hesitate to let us know. 

Wallace
Level 1

I guess I did not ask my question with enough accuracy. We are looking for the automated sales tax calculation feature that is now available with the online version. We have been entering the sales tax manually for along time. With out of state orders, it takes a fair amount of time to research the correct sales tax rate, then input it manually. An automated feature would help us a lot.   

RaymondJayO
Moderator

I'll take note of your suggestion about adding an automated sales tax calculation feature in QuickBooks Desktop (QBDT) Enterprise, @Wallace

 

You're on the right track in manually entering the sales tax rate from the Lists menu, and this is currently the recommended method. I know how beneficial it is to auto-calculate your sales tax rates to help you easily monitor your out of state orders. With this, I'm making your request a priority to submit this to our engineers. They can assess your preference and put it into consideration for future updates. 

 

If you're using the Enterprise 2020 version, I'd suggest visiting this website: What's New. This link helps you learn more about our latest news and product innovations. 

 

Additionally, you can always run the Sales Tax Liability and Sales Tax Revenue Summary reports in the program. The two reports help you review your sales tax payable to ensure everything is accurate before paying taxes to the appropriate agencies. Just go to Reports from the top menu. Then, select Vendors & Payables and choose a report. For more details, check out this article: Review Sales Tax Reports

 

You can count me in if you need anything else. I'm committed here to help, @Wallace

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