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I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a customized Sales Tax rate to the Automated Sales Tax List?

 
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Best answer 05-21-2019

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Intuit

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Hello,

 

It DOES go by USPS information.  It looks like Murdo has a Zip+4 extension

 

If you add the 4 digits onto the end of your zip code, QBO will calculate the Murdo tax.  (picture attached)

 

I found this page that lists all +4's for Murdo.  Of course you can probably call your local post office and find out also.  https://sd.postcodebase.com/zipcode5/57559?page=1

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14 Comments
Intuit

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a customized Sales Tax rate to the Automated Sales Tax List?

Hello,

 

Typically its county and sometimes city.  What is your city/state/municipality you are trying to add?

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a customized Sales Tax rate to the Automated Sales Tax List?

I am trying to add the City of Murdo in the State of South Dakota... I entered my address, but it is only auto calculating the State portion of the required Sales Tax

QuickBooks Team

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Allow me to step in and clarify this for you, @bohemianworksllc.

 

We stay complaint with your state's regulations when it comes to paying sales taxes.

 

QuickBooks will calculate your sales tax based on the following information:

  • The state where you have nexus and are registered to collect sales tax.
  • The physical address of your business.
  • The physical address on the sales receipt or invoice.
  • The product mapping associated with products and services you are selling.
  • The exemption status of your customer.

Every state defines sales tax rules differently. I suggest checking with your local tax authority for clarifications.

 

For additional guidance when the information I shared above, please check out to this article: Set up and use Automated Sales Tax.

 

Should you need anything else, please let me know and I'd be glad to provide the information you need.

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

I understand how it is determining my Sales Tax numbers. However if I stand by it I will be in violation and collecting 2% less tax than I am required to pay. I need to add a Municipal Sales Tax amount. 

 

When I enter my address here it shows the city limits and where the 2% tax needs to be collected. It is the red dot on the attached image. 
https://apps.sd.gov/rv25taxmatch/main.aspx

 

South Dakota Codified Law 10-52 and 10-52A Municipals are allowed to impose sales, use and gross receipts tax. So, I don't see how you are compliant with South Dakota State Regulations...

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

After fiddling with the invoice and the "Location of sale" field I can get it to correctly figure the tax if I use xxx Main St, and 300 Mustang Dr.... but not if I use 307 Mustang so it is something with the way it is resolving addresses. Does it use the USPS address lookup information?

Intuit

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Hello,

 

It DOES go by USPS information.  It looks like Murdo has a Zip+4 extension

 

If you add the 4 digits onto the end of your zip code, QBO will calculate the Murdo tax.  (picture attached)

 

I found this page that lists all +4's for Murdo.  Of course you can probably call your local post office and find out also.  https://sd.postcodebase.com/zipcode5/57559?page=1

View solution in original post

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Awesome!

 

THANK YOU!!

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

What happened to customized sales tax rates. You acknowledge that there are different sales taxes by county and city, but my dropdown is no longer showing. How do I change it. My product is a service, so shipping address doesn't apply. Instructions please.

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QuickBooks Team

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Sales tax rates are determined by the address entered in the customers' profiles, ChallengingDesigns.

 

Since we use the Automated Sales Tax, there's no option to customize or edit a tax rate. In your case, you can remove the customer's shipping address since you're using services and not actual items.

 

This way, the sales tax will not be taken out of the customer's invoice. As long as the shipping address is present, QBO will automatically calculate the sales tax for that county or city.

 

Please leave another reply if you have more questions about this.

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Then the State of Arkansas will close my door and fine me for not paying sales tax.  I know I’m not the only one, I’ve read some of the community responses.  It needs to go back to the way it was before.

 

I setup the municipal rates – I had 6.

When I clicked on the sales tax it gave me a dropdown of municipal (local/county) options, then added the tax to the invoice.

It keeps track of the taxes and I print my report monthly and pay the state.

 

This is not unusual from what I'm hearing. As a photographer I travel to my customers' locations.  Arkansas charges me the appropriate local & county taxes at each location. 

 

Automating it to ONE or taking it out completely cannot be the only options.  They are definitely the wrong options for small businesses.

 

Please recommit to the small business.  Having it automatically added is fine, as long as the option to chose locations (local & county) is retained.

Moderator

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Hi there, ChallengingDesigns.

 

If you want to use the manual sales tax again, I can walk you through the steps to do it. Please take note that once you disable the Automated Sales Tax, you can no longer re-enable the feature.

 

Here's how:

  1. From the left menu, select Taxes
  2. At the top right, select Sales tax settings.
  3. At the bottom, you'll see "Want to temporarily switch to the old tax center?Switch here." Select here.

Please let me know if there's anything else I can do to help. I'll be right here.

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a customized Sales Tax rate to the Automated Sales Tax List?

The tax rate in Texas is 8.25% the automated system says its 6.25% thats wrong. Now that i have enabled the automated feature it wont allow me to adjust it. I need technical assistance. 

Not applicable

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Same here.

Moderator

Re: I cannot pick my local Municipal Sales Tax in the Sales Tax Setup screen. How do I add a cust...

Thanks for joining the thread, Jstockton.

 

Let me get the help you need in turning off automated sales tax.

 

In your case, since there isn't a way to switch back to the manual sales tax, I recommend contacting our Customer Care Support Team so they'll able to help you further and check the ways to turn this off. To contact support, you may check it here: Contact the QuickBooks Online Customer Support team.

 

In addition, to learn more about sales tax, you can read this article: Switch to US Automated Sales Tax.

 

For future help, I'm attaching some helpful articles:

As always, you can add a post/comment below if you have any other sales tax questions.

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