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Level 1

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

 
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Best answer April 06, 2019

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Level 1

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

We personally deliver our products to our customers in Texas and must charge the tax rate at their address.  The suggestion above to customize the invoice did not work.  

 

I finally found today, that if I change the “ship from” address on the top right side of the invoice to be the customer address, then it pulls in the correct tax jurisdictions!  I no longer have to override every invoice sales tax amount, and I’m assuming that my reporting will all be correct now.  Online customer service was no help at all, after 2 long sessions.  I played around and figured this one out on my own.

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Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

Hi there, @jon4.

 

Thanks for reaching out to us here in the Community. I'm here to share some information about the Sales Tax rate in QuickBooks Online (QBO).

 

QBO will calculate sales tax based upon the address information you enter. If you'd like to check the rates calculated by QBO, let's try to create a dummy invoice. Here's how:

 

1. Click the Plus icon at the top.
2. Pick Invoice under Customers column.
3. Choose a customer.
4. Enter any product and amount.
5. Put a checkmark on the box under Tax column.
6. Click the Sales tax on the Subtotal (highlighted in blue).
7. On the Your tax agency and standard rate, you'll see the sales tax calculated by QBO.

 

I also attached some sample screenshot for your visual guide.

 

 

 

 

If you're not seeing the additional 2%, you can override the tax rate by going to the Tax Categories and Totals for the meantime. Please see the screenshot below.

 

 

I'd also suggest contacting our Phone Support Team. They have the tools that can check your account and further investigate as to why your tax rate didn't update. You can reach them through this link: Get help with QuickBooks Online.

 

For future reference, you may visit this article for more information: Sales tax in QuickBooks Online.

 

That's it. Please let me know how it goes or if I can be of additional assistance. I'd be glad to answer should you have follow up questions. Have a great weekend.

Level 1

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

Overriding the rate for every invoice I enter is unacceptable.  I can’t get decent help from anyone on chat.  They act like this is new.  I know that for a state as large as Texas, this is a more common complaint.  BTW, I’m on QBO, and my problem is that when my office personally delivers products to customers, it still wants to charge from my office address, not the shipping address.

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QuickBooks Team

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

Hello there, @MageeGraph.

 

Let's customize your invoice or estimate form style to change the shipping address to office address. Let me guide you how.

 

In the Custom Form Style, you can remove the shipping address from there. Here's how:

 

  1. Click the Gear icon, then select Custom Form Style.
  2. Click the New style drop-down.
  3. Choose Invoice or Estimate.
  4. Click the Content tab, then the Header area to edit.
  5. Under Display, uncheck the Shipping to remove the address on the form.
  6. Click Done.

I've attached screenshot below for your visual reference.

 

 

Also, you can read through this article for your reference: How to Customize Invoices, Estimates, and Sales Receipts.

 

Fill me in if you have further questions. I'll be around if you need any help.

Highlighted
Level 1

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

We personally deliver our products to our customers in Texas and must charge the tax rate at their address.  The suggestion above to customize the invoice did not work.  

 

I finally found today, that if I change the “ship from” address on the top right side of the invoice to be the customer address, then it pulls in the correct tax jurisdictions!  I no longer have to override every invoice sales tax amount, and I’m assuming that my reporting will all be correct now.  Online customer service was no help at all, after 2 long sessions.  I played around and figured this one out on my own.

View solution in original post

Highlighted
QuickBooks Team

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

You did a great job in playing around and finding out the resolution for this concern, MageeGraph.

 

I'll make sure to pass this concern along to our Engineers. This way, they can look and consider this on their future updates. We'll keep working to give you a better experience.

 

Let me know if you need anything else. I'll be around to help.

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Level 1

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

THANK YOU SO MUCH for posting this!  I've spent hours on the phone with QB and they have an open case for me on this.  I tried what you suggested and it worked.  When they respond to my case (next week) I will let them know.

Highlighted
Level 1

Does anyone know how to add the local tax agencies for TX? The base sales tax rate for TX is 6.25%, but there's an additional 2% in my area that Intuit doesn't recognize.

That is what QB support told me to do and it still does not work. I have to manually override it on each and every invoice and there is no tracking to which sales tax agency to report too. This is unacceptable


@Joyce_P wrote:

You did a great job in playing around and finding out the resolution for this concern, MageeGraph.

 

I'll make sure to pass this concern along to our Engineers. This way, they can look and consider this on their future updates. We'll keep working to give you a better experience.

 

Let me know if you need anything else. I'll be around to help.



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