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5470
Level 3

QBO Plus Sales Tax

I've been using QBO Plus for a few years now.  I started out with the automated sales tax version but had to go back to the manual version because Texas was not completely set up.  How do I go back to the automated sales tax?

7 Comments
MaryAnn_E
QuickBooks Team

QBO Plus Sales Tax

Hi there, @5470.

 

 

Thank you for posting here in the Community. I'd be glad to assist you with any concerns you may have with Sales tax in QuickBooks Online.

 

When you switch back to the old Sales Tax Center, the process will turn to manual. You can no longer go back and use the Automated Sales Tax feature once you make the change in the system.

 

If you wish to use the manual sales tax feature moving forward, you can follow these steps:

 

  1. On the left panel, click Taxes.
  2. Select Sales tax settings at the top right.
  3. At the bottom part of the screen, you'll see "Want to temporarily switch to the old tax center? Switch here." Select the here hyperlink.

If you want to know more about how migration works, I recommend visiting these articles:

 

Please don't hesitate to reach out to me if you need additional clarification with switching sales tax. I'll be sure to get back to you.

 

KathleenRM
Level 1

QBO Plus Sales Tax

HELP!

I'm new to QBO and have been doing data entry back to 2016.....

I have Sales & Use Tax payments to enter, however the "TAX" tab only goes back to March 2020.

So, how the heck do I enter the payments made dating back to March 2016?

Also, how do I know if I set myself under automatic or manual tax?  I read your comment, however my screen does not have:

  1. At the bottom part of the screen, you'll see "Want to temporarily switch to the old tax center? Switch here." Select the here hyperlink.

 

PLEASE PLEASE HELP ME!

Catherine_B
QuickBooks Team

QBO Plus Sales Tax

I'd want to welcome you to QuickBooks, KathleenRM.

 

All new QuickBooks Online subscribers have the Automated Sales Tax feature that's why you're not prompted with the Want to temporarily switch to the old tax center. Switch here message. If you want to enter backdated sales tax payments, you can enter them as an expense or create a sales tax item

 

To record it as an expense, you can use these steps: 

 

  1. Go to the +New button from the left menu.
  2. Select Expense
  3. You may not need to enter a payee. Select the Account used to pay the liability.
  4. Under the Category details section, select the expense account you'll want to use in tracking your sales tax liabilities. You can click +Add new if you want to create one.
  5. Enter the amount and click Save and close

You can use these references in setting up your QuickBooks Online account and the automated sales tax center

 

Please don't hesitate to post your questions here if there's anything else that you need help with. Take care!

5470
Level 3

QBO Plus Sales Tax

I had the automated sales tax in the beginning (2018) but due to the fact QBO had not populated the Texas cities, which charge additional tax on top of the state tax, I could never reconcile my sales tax payable account. So, QBO switched me back to the old sales tax center. I assume that the taxes are correctly loaded in the automated sales tax center and would like to look at switching back to that but I don’t have the option. 

5470
Level 3

QBO Plus Sales Tax

I’m already doing the manual sales tax. I don’t understand why I can’t go back to the automated because it was QBO that had the issue. I couldn’t use the automated sales tax because it was reporting incorrectly. 

QBO needs to come up with something to allow users like myself that pay for QBO Plus to go back to automated, especially given the fact it wasn’t even a choice I had. 

KathleenRM
Level 1

QBO Plus Sales Tax

this is very confusing and no matter what I input, I continue to get errors like "Something's not quite right You have either selected a tax liability account on a transaction where it's not allowed, or haven't specified a tax rate along with it.". Also, if I manually input an expense, how do I clear it from the Comptroller Liability Account? And, as I stated I'm doing data input dating back to 2016 and I do NOT want any automatic payments or reports going to the Comptrollers office because ALL of that has already been done. I'm just trying to get my books straight??? Is is possible for someone to call me on the phone to actually walk me through this? {Removed by Moderator}

RCV
QuickBooks Team
QuickBooks Team

QBO Plus Sales Tax

We can perform some troubleshooting steps to get past the error message, KathleenRM.

 

Let's try signing in to your QuickBooks Online (QBO) account using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues. There are times that the browser stores frequently-accessed data, which may cause the program to not work properly. Please use these keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + N
  • Safari: Command + Option + N

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.

 

Yes, our support agent can get in touch with you. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how to reach them: 

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Get a callback
  6. Type in your contact info.
  7. Select Confirm my call.

Feel free to visit our Sales taxes page for more insights about paying and managing sales tax in QuickBooks.

 

I'd like to know how things going after contacting our support agent, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Have a great weekend. 

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