QBO Advanced Automated Sales Tax Errors

Hi there, Sales.

I acknowledge your challenges regarding the persistent miscalculation of sales taxes. Rest assured, I'm here to have this issue promptly addressed.

The accuracy of tax calculations is crucial. In QuickBooks, the total sales tax rate for every sale is automatically determined based on the following factors:

• Your customer's sales tax exempt status.
• Where you sell and where you ship.
• Your service or product's sales tax category.

Further information is available in this article: Learn how QuickBooks Online calculates sales tax.

In addition, I am including these resources to assist you in monitoring your nexus states and filing your sales tax in the future:

• Understand Economic Nexus for sales tax in QuickBooks Online.
• File your sales tax return and record sales tax payments in QuickBooks Online.

If you need any assistance managing your sales taxes, I'm here to help.

Glinette

I am well aware of how sales taxes are calculated as we have collected sales tax in more than 8 states in the past 6 years.  Your automated sales tax software in not properly calculating the sales tax for Milwaukee because the rate data is incorrect in Intuit's rate database. Intuit's engineers need to get off their rear ends and fix the error in its Intuit's database for the City of Milwaukee and I've attached screen captures showing Intuit's error against Avalara's correct calculation.

When we uploaded our file from Premier to Online 3 weeks ago we caught the rate calculation error for Milwaukee within minutes.  Stop denying the issue and fix the issue.  I don't need a lecture on how sales tax is calculated.  I need Intuit to fix its programming error for Milwaukee.

Hello there. Please know that this is not what we wanted you to experience.

I want to assist you here promptly. However, since you've been receiving the wrong sales tax for the fourth time in three weeks, I suggest contacting our support team, for they have the necessary tools to check and resolve this issue. If needed, they might also initiate an investigation. 

Here's how: 

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

• 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 call back from the next available expert.

Note that support hours for Plus, Essentials, and Simple Start are from Monday to Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT. Meanwhile, Advanced support is available any time, any day.

On the other hand, if you need immediate assistance, you can contact them through their contact number: QuickBooks Online Support.

Let me know if you need further assistance with your sales tax or QuickBooks-related queries. We're always here to help you. Keep safe. 

I'm having the same problem with the automated tax rate in Barry County Missouri....

The automated tax should be charging 6.725% and they are charging 6.225%...they are not even adding the ambulance tax to the rate...which is 0.50%

The "help" people need more training, or need to understand what you are having problems with. 

When I told them the problem was with the automation...they wanted to check the tax rate I had entered manually into QBO.

They need to be able to send you to someone who knows what you are talking about...

I still don't know how to get this problem solved.

Thank you for reporting the issue you experienced with automated sales tax calculation in the thread, @maggieks123. 

I recognize that the ambulance tax rate should be included in QuickBooks Online's (QBO) automated combined tax rate calculation for Barry County in Missouri. I can share a step-by-step guideline for adding a custom rate or overriding the tax rate as a workaround and the steps to resolve this in the future. 

In the meantime, you can consider entering a custom tax rate to create a combined tax rate for Barry County tax jurisdiction. Here's how: 

1. In your QBO account, go to Taxes.
2. In the Custom rates section, select Add rate.
3. Choose Combined.
4. Enter an appropriate name for the custom rate. In each of the rates, choose the Missouri Department of Revenue.
   a. Rate 1 - enter 4.225 for the Missouri State. 
   b. Rate 2 - enter 2 for the Missouri, Barry County.
   c. Rate 3 - enter the rate for the city which also levies sales taxes if applicable. 
   d. Rate 4 - enter 0.5 for the Barry Co South Barry County Ambulance District Sp.
5. Select Save.

When creating an invoice or sales receipt, scroll down to the Select tax rate section and choose the custom rate you've recently added. I've added screenshots for reference.

Alternatively, you can also choose the Override this amount from within the invoice. Here's how: 

1. In your invoice or sales receipt window, scroll down and select See the math.
2. Select Override this amount.
3. Calculate and enter the rate of the sale manually.
4. Choose the Reason.
5. Click on Confirm, then Close.

I understand that you've contacted our Support Team. However, I'd still encourage reaching out to them to open an investigation case for our Product Engineers to correct the Barry County Tax rate calculation in QBO's future updates. 

For future reference, let me add this guide for recording sales tax payments in the QBO's sales tax center: Manage sales tax payments in QuickBooks Online.

Keep us posted if you still need assistance correcting tax rate calculations in QBO. We'll do our best to assist. 

In the time it took you to copy/paste that response to the user listing the error, you could have corrected the error in Intuit's system.  Why not just take the two minutes to correct the errors in Intuit's database?