Is there a way to turn off sales tax? It is driving me nuts!!! We don't charge sales tax. We did once and that is most likely why we still have it.

I hear you, Suzanne. Let me walk you through the process of turning off your sales tax in QBO.

I'll break this down into three steps. First, we'll have to delete any transactions that have sales tax. Here’s how:

1. Go to Reports.
2. In the Find report by name field, enter Sales Tax Liability Report. Then, select the report.
3. In the Report period ▼ dropdown, select All Dates. Then, select Run Report.
4. In the Taxable Amount column, select the amount to see the transaction report. This will show all transactions that have sales tax.
5. In the Transaction Type column, select the transaction.

Don't worry, your deleted transactions can still be viewed in the Audit Log. Generating the report first will make it easier for you to re-enter those transactions into QB later.

After you delete the transactions, let's turn the sales tax off manually. Follow the steps below:

1. Go to Taxes, then select Sales Tax. Note: If you see the option to go to the new sales tax experience, select Do it later.
2. Select Edit sales tax settings under Related Tasks.
3. Under Do you charge sales tax?, select No if you don't charge sales tax.
4. Click Save once done.

Now that we've turned it off, you can now re-enter your deleted transactions using the audit log.

I'll be leaving this article for additional information on this process. Feel free to check it out: Turn off sales tax in QuickBooks Online.

This article will also come in handy if you plan on batch-uploading your multiple invoices at once into QBO: Import multiple invoices at once in QuickBooks Online.

The Community will be here to help you by replying to this post. I'll be glad to hear about how it went. Have a great Friday!

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Thank you for responding.

Are you saying I need to delete and re-enter 5 years of invoices?! Most of them don't even have sales tax. And no way can I do that. (for one the audit log in QBO is so confusing. Desktop was better).
If that is not what you are saying, please clarify.

For the second step, I do not have "Related Tasks" anywhere. But when I go into Sales Tax and try to edit, it asks me to set it up. so I don't seem to have it. Yet every time I create an invoice, I do have it and I get those annoying tax messages all the time.

Thanks again.

Let me clarify how you can turn off your sales tax, suzannek1.

To turn off your Sales Tax in QuickBooks Online (QBO), please ensure that no transaction containing sales tax has been created. If there are, let's run a Transaction List by Date report, customize it, find the transaction, and then delete it. But before doing so, it's best to export it to your Excel so you'll know what to import later.

Here's how:

Step 1: Run and customize the report

1. Go to the Reports menu on the left navigation panel.
2. From the Find report by the name search bar, enter Transaction List by Date, then select it.
3. Click the Customize button right beside the Save Customization option.
4. Press the Report period and choose your date range. You can choose Custom Dates and then enter your selected date.
5. From the Rows/Columns dropdown, please ensure to tick the Date, Transaction Type, Customer, Sales Price, Amount, Taxable, and Tax name.
6. Go to the Filter dropdown.
7. Click the Transaction Type dropdown, and choose Invoice or any transaction type you want to include.
8. Press Run report once done.

Step 2: Find the invoices and delete it

1. Go to the Sales menu, then choose Invoices.
2. From the Status dropdown, you can choose All.
3. Select the date from the Date dropdown.
4. Delete the entry by clicking the dropdown beside the Receive payment button.  

Step 3: Turn off your Automated Sales tax feature

1. Click the Taxes dropdown and choose Sales Tax from the left navigation panel.
2. Press Sales Tax Settings.
3. Click Turn off sales tax, then select Yes.

If you want to turn off manual sales tax experience, kindly refer to this article: Turn off sales tax in QuickBooks Online.

Furthermore, you can also edit sales tax rates in QuickBooks Online if you want to update your tax rates.

Please let me know if you have further questions regarding turning off your sales tax, suzannek1. We're always here to help you in any way we can.

Why can I no longer access Intuit in chrome!!!!!!!!!!!!!!!

I am reading through your instructions.  You say to "choose your date range".  I don't have a date range.  Do I select all?

The step below doesn't work.  I have no "Select Tax Rate dropdown."  Also I don't want to add a rate.  I unchecked tax in the invoice line. The report is blank now.

Step 2: Find the report and edit it

After pulling up a report and customizing it, find the transaction that involves sales tax.

1. Once you find the transaction, click Invoice or the transaction that has sales tax.
2. Scroll down and see the Select Tax Rate dropdown.
3. Click +Add rate.
4. Within the Add a Custom sales tax rate window, choose Single or Combined and then fill out the details.
5. You can also choose your tax rate if you already have one.
6. Once done, click Save or Save dropdown, then Save and Close.  

For the final step, I have no "Turn off sales tax".    Only Add agency and Add rate. 

But when I run a taxable customer report, there are tons of customers on it.  None are taxable.

Thanks for your help.

Yes, suzannek1. You can select the All Dates option to see the transactions within all dates.

When choosing the correct date range within the Report period dropdown, it's crucial to know that when you click All Dates, the system will display all transactions unless you customize it afterward.

Here's how:

1. Go to the Reports menu on the left navigation panel.
2. Click Find report by the name search bar.
3. Enter the report's name, then select it.
4. Click the Customize button.
5. Press the Report period and choose All dates, Custom Date, or according to your preference.
6. From the Rows/Columns dropdown, please ensure to tick the Date, Transaction Type, Customer, Sales Price, Amount, Taxable, and Tax name.
7. Go to the Filter dropdown.
8. Click the Transaction Type dropdown, and choose Invoice or any transaction type you want to include.
9. Press Run report once done.

If there's still no turn-off option after deleting your invoice entry, I encourage you to submit your insights to our team developers so they'll check and consider adding the turn off button in future updates.

Here's how:

1. Select the Gear icon, then choose Feedback.
2. Enter your comments or product suggestions.
3. Select Next to submit.

If you're customizing from the new modern view, please refer to this article: Customize reports in QuickBooks Online using modern view.

You can also print your report by scrolling until you see the Print Reports dropdown in this article: Run reports in QuickBooks Online.

Please keep me notified as you follow the steps I've provided or if you have further questions regarding pulling up and customizing your report, suzannek1. I'm still around to help you more.

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