How do I disable the automatically calculated sales tax and continue to select my sales tax manually due to working in several different counties?

Hello there, @mapleaf18. I'll share details and steps to help you turn off the automated sales tax and default a custom rate in QuickBooks Online (QBO).

Thanks for sharing information about your sales tax concern. Turning off the sales tax feature depends on what sales tax system your QBO is currently using.

For Automated sales tax experience, you have the option to turn off the sales tax. However, once the feature is disabled, you're unable to add sales tax to your invoices. That said, you can manually select the appropriate tax rate when creating one. 

Additionally, defaulting a specific sales tax rate is unavailable in the new sales tax system (Automated sales tax experience).

If you still want to turn this off, below are the steps you can follow:

1. Navigate to the Taxes menu then click Sales tax.
2. Next, select the Sales Tax Settings button.
3. Then, click Turn off sales tax.
4. Choose Yes to confirm. 

For reference, check out this article: Turn off sales tax in QuickBooks Online.

If you're still using the old sales tax system (Manual sales tax experience), here's how you can default a tax rate: Default customer sales tax rate in QuickBooks Online.

The program also allows you to check how much sales tax you owe by running a Sales Tax Liability report.

If you need further assistance or if there is anything you'd like to ask about managing your sales tax, please don't hesitate to leave a reply below. I'll be here to provide a prompt response. 

@DivinaMercy_N   RE: I'll share details and steps to help you turn off the automated sales tax and default a custom rate in QuickBooks Online (QBO).

Well, you wrote that you would do that, which is a good start, but then you didn't actually tell us how to do that.

So, how do we "turn off the automated sales tax and default a custom rate"? You know, like QuickBooks Desktop, where you can pick the correct tax item to use based on what is appropriate for the sale?

This did not answer the question.  We don't want to turn off sales tax completely.  We want to go back to manually selecting the correct sales tax.  The automated sales tax is choosing sales tax based on my office address.  This is wrong.  We need to be able to turn off automated sales tax.  Please address the question that was asked.

Mark

Hello there, mboyett.

I can see the necessity of having the correct address on your sales tax for accurate tax computation. Hence, I'll provide details to help you achieve your goal in QuickBooks online.

Please know that turning off sales tax is only available if you don't have any existing transactions that have sales tax. If you have any, you would need to remove them from the system.

Here's how to turn off automated sales tax:

1. Head to Taxes and select Sales tax.
2. Click the Sales Tax Settings, then Turn off sales tax.
3. To confirm the action, select Yes.

On the other hand, you need to set up customers' shipping and billing addresses to prevent QuickBooks from calculating taxes based on your company address. Also, ensure their addresses are set up in the Shipping to field on the sales form. Here's how:

1. Click on the +New button, then choose Invoice.
2. Select the customer on the Add customer dropdown.
3. Fill in all the necessary information.
4. Click on See the math link under Sales tax.
5. In the Location and Addresses section, select Edit.
6. Update the Shipping to field if necessary, then click Save and Close
7. Save the transaction depending on your preference.

Moreover, you might want to review these resources whenever you need to utilize different tax rates: 

• Edit sales tax rate in QuickBooks Online
• Use custom rates to manually calculate taxes on invoices or receipts in QuickBooks Online

Feel free to reach us again in the thread if you have additional questions about your sales tax or other related concerns in QuickBooks Online. We'll be around to help.

That doesn’t work. I already have shipping addresses setup for my customers and it still recalculates based on my location when my invoicing process syncs up. This was not a problem prior to your forced automatic sales tax.  What we need is a way to disable that feature all together. 

I understand that correct calculation of sales tax is crucial. Let me go ahead and assist you.

I'd like to ask if you've tried opening your account using other supported browsers? If you haven't yet, I suggest utilizing it to help isolate possible issues.

Below is the list:
 

• Google Chrome: version 78 or newer
• Mozilla Firefox: version 76 or newer. Note: To preview and print forms on Mac OS, you'll also need the Firefox PDF plugin.
• Microsoft Edge: version 79 or newer
• Safari: version 12 or newer (Mac only)
• Opera: version 68 or newer
• Samsung: version 10 or newer

Note: Internet Explorer is no longer a supported browser.

If the issue persists, I suggest contacting our QuickBooks Support team to have this further investigated and have this fixed as soon as possible.

If you still have questions about sales taxes in QuickBooks, you can always reply to this thread or post a new one. Take care and have a good one.

We are having the same issue. We set custom rates and the automatic sales tax feature overrides the custom rates. We need to go back to the old method of calculating, but that option is not avaliable. Has anyone figured out how to revert back? Thank you for any help.

Thanks for joining in this thread, InformedAg.

I appreciate you following the previous steps given by my colleagues. You mentioned you were able to revert from the manual sales tax calculation in QuickBooks Online. If you received this message "Sorry. We see you've collected sales tax on one or more items. This means you can't turn off sales tax." after clicking on the Turn off Sales Tax feature. I'd like to inform you that we have an ongoing investigation on this matter.

If so, I'd suggest contacting our support to get your account listed on the affected users and receive updates on the matter through email. Here's how:

1. Log in to your QBO company.
2. Select Help (?).
3. Click Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

For future reference, if you want to see how much sales tax you owe, run the Sales Tax Liability report to view your sales tax info anytime. Here's how: Check how much sales tax you owe in QuickBooks Online.

Keep us posted for more follow-up queries on sales tax and other QuickBooks-related matters. We're always available to assist you. 

Same issue here, QBO switched us to automatic sales tax without us wanting it and it creates extra steps on every single sales receipt or invoice now! They obviously don't know or care how people use their product. 

CAN YOU JUST TELL US IF WE CAN TURN AST OFF AND REVERT BACK TO MANUAL SALES TAX SELECTION WITH A DEFAULT?!?!? 

This is what works for us. I'm sure that there was a small percentage of QBO users for whom this worked but not us.

Hi there, @eyenstein.

It isn't the experience we want you to have when using the program, and we recognize the relevance of having the option with fewer steps when managing sales taxes inside QuickBooks Online (QBO).

As previous representatives provided, please be aware that the option to turn off the automatic sales tax is available after you get rid of or delete those transactions with sales taxes. Once you're through this, refer to this page for more details: Turn off sales tax in QuickBooks Online.

If the issue persists, and you're unable to revert back to manual sales tax, we recommend contacting our Customer Care Team so they can gather more details and come up with a fix. We'll input the steps to get you going:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

Please see this page for more information: QuickBooks Online Support.

On the other hand, here's an article to help you manage sales taxes inside the program and keep track of all the transactions you've entered inside your company file:

• Set up your sales tax in QuickBooks Online.
• Run reports in QuickBooks Online.

We're only a click away if you need further assistance with your sales tax-related concerns. The Community team is always ready to help, and we'll make sure to respond as soon as possible. Keep safe.

@Kurt_M  RE: It isn't the experience we want you to have when using the program, and we recognize the relevance of having the option with fewer steps when managing sales taxes inside QuickBooks Online (QBO).

Of course it is. It's what Intuit built, and what you continue to offer, and so it's - by definition - what Intuit wants customers to experience.

We’ve been using quickbooks for 18 years with sales tax!  What the hell do expect me to do?  I DO. OT want to turn sales tax off. I want to REVERT to manual sales tax because this auto $#*+ causes more work for us. 

I hear your sentiments, eyenstein. I can see that your business has a definite need to revert the sales tax option to manual in QuickBooks Online (QBO). Let me share some insights about this capability within the program.

Currently, there's no possible way to go back to the old experience (Manual Sales Tax) once you've switched to automated sales tax. You can check out these articles for more details: 

• Switch to automated sales tax in QuickBooks Online
• Learn how QuickBooks Online calculates sales tax

I totally understand how essential it is to have the ability to revert to manual sales tax. That said, I recommend sending a feature request directly to our Product Development Team so they can review it and consider implementing it in the future. Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Type in your feedback and product suggestions.
4. Click Next to submit them.

Please know that you're always welcome to post a reply in this thread if you have any other questions about sales taxes. It's always my pleasure to help you out again. Keep safe!

I’ve submitted feedback on this issue several times over the last several months. Nothing happens. I am going to have to look for a new cloud type accounting application.  I can’t work like this. If anyone has any suggestions on a different application please let me know. 

RE: I’ve submitted feedback on this issue several times over the last several months. Nothing happens. 

Likely nothing ever will.

Intuit is very sure their automatic-sales-tax feature is super cool and that soon you will grow to love it. Mind you, they won't fix the issues, but they'll still foist it on everyone in order to save them from themselves. I mean, after all, what if a customer did sales tax wrong?! Can't have that!  Sure, that was fine for 30 years, but not anymore.

@Kevin_C  RE: I totally understand how essential it is to have the ability to revert to manual sales tax.

Really, you do? Then why isn't it possible? Have you shared your epiphany with anyone else at Intuit - perhaps someone that can do something about it, since it is essential, as you point out?  Perhaps someone who can't see the light the way you do? Someone who thinks it's perfectly reasonable to foist a half-baked sales tax feature on customers and then not let them revert to the old way which actually worked?

Just asking.

Reading these threads should be mandantory before giving Intuit your business. It is appalling how they gas light people with non-answer answers.

Most of the issues I have encountered after starting QB Online have led me to many many threads with questions, complaints, a lot of non-answer answers, and pissed off customers.

"FEEDBACK" never works- I feel like that is their way of saying - go ahead and complain all you want- we don't really care, but put it in feedback and well see if we want to listen or not to fix something.  No! we want to change the look of something like the invoices view versus functionality GRR  I don't know about everyone else- but I spend a solid hour every month correctly the inane automatic tax to the correct state tax codes to run my liability report correctly.  Because you know- random state audits actually want to see where the data is coming from!   I also have ever customer set up to the correct taxed address and I use a third party to create my invoices and then push over to QBO.  ALL of that is correct and then QBO does its wonky AI nonsense and overwrites all my invoices to their automatic tax feature.  It is beyond annoying and for as many years as this feature has been broken on QBO and as many times as they say give "feedback" with as many users complaining and it not getting fixed or the ability to shut it down.  Clearly proves two things- 1- they do not care and 2- feedback does not matter

I don't know if these replies are from a real person or AI. But read the thread. You NEVER answer or solve anyone's real issue.

Sales Tax Automation does not work, period! It adds so much additional work to correct incorrect counties that Quickbooks places invoices in even when zip codes and addresses are correct. Why cant you just allow customers to revert back to manual sales tax?

I have used QB for years and this by far is the worst change that has ever been made. I really hope its removed. Otherwise I need to move to another product. I have called and added multiple tickets and just like the other users in this thread nothing is being done!