Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

QB is set up to collect sales tax on sales only within our ST. Problem: Its collecting for local cities and counties outside of our own. We only mail order. What is fix?

 
1 Comment
QuickBooks Team

QB is set up to collect sales tax on sales only within our ST. Problem: Its collecting for local cities and counties outside of our own. We only mail order. What is fix?

Thank you for visiting us here in the Community, @tommy2.

 

Let me provide you factors to consider when tracking sales taxes and how to get them accurately tracked in QuickBooks Online (QBO).

  • If you're selling in multiple locations, the correct sales tax for each location needs to be calculated.
  • QBO automatically calculates the correct sales tax for you for each location.
  • In order for QBO to calculate the correct sales tax, you'll need to make sure that your sales tax settings are correct. 

To get started, we need to set up a sales tax item for every location. This way, we can keep track of which sales tax is needed for a certain location.

 

Then, when creating an invoice, select the correct sales tax based on your location:

  1. On the Plus (+) icon, click on Invoice
  2. Enter the necessary information.
  3. Under the Sales tax drop-down, choose the correct sales tax intended for the invoice.
  4. Click Save and Close.

Please read these articles for more information: 

If you have any other concern, leave a comment below. I'll be here to assist you.  

Need to get in touch?

Contact us