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EMIP
Level 1

Sales Tax Agency not populating

Working on setting up a combined Sales Tax Rate in my QBO, that will sync with Clover. The State of Nebraska populates fine, but the Omaha City Sales tax agency does not. Surprised to not find anything on this as the tax began in 2010. How can this be corrected or fixed so we can properly track which agency we have to pay. 

 

City of Omaha has a 2.5% occupation tax, paid directly to the city. We do not want to combine these in our books, as they remit to different agencies. 

2 Comments 2
Lyn_D
QuickBooks Team

Sales Tax Agency not populating

Hi, @EMIP. Thank you for reaching out to Community.

 

QuickBooks Online (QBO) compiles a list of agencies and locations for selection.

 

The City of Omaha is located in Nebraska, and you can select it as your Sales Tax Agency. We recommend that you first check with your tax agency to determine if Omaha is a separate agency responsible for tracking funds individually and whether it operates as its own entity.

 

Once confirmed, to create a combined rate with separate agencies, we first need to establish each agency as a single custom rate before it can appear in the combined rate dropdown.

 

To do that, we can create the Omaha City agency as a single custom rate first:

 

  1. Go to  Sales Tax, then choose Sales Tax Settings.
  2. From the Add agency dropdown, select Add custom rate
  3. Tick Single (not Combined).
    ST1.png
    ST2.png
  4. Enter the Omaha City 2.5% occupation tax details with its own agency name (e.g., "City of Omaha")
  5. Save this single rate.

 

Once done, you can now proceed to setting up the combined Sales Tax Rate if necessary.

 

For more details, refer to the Add a new tax agency section of the article Set up where you collect sales tax in QuickBooks Online.

 

After setting up the custom rate, you should see the City of Omaha occupation tax listed as a separate option. If you experience any issues or need additional assistance, please don't hesitate to contact the Community. We're here to help.

EMIP
Level 1

Sales Tax Agency not populating

Thank you Lyn_D (I will accept as solution when the authentication doesn't fail.)

 

The part I was missing was naming the rate as I wanted. There was also so many states that also had counties or parishes and cities populating. As long as this solution keeps them in separate buckets, that is what we need. The NE Dept of Rev doesn't collect this tax; it is to be remitted directly to the city. 

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