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Sales tax did not automatically update

 
3 Comments
QuickBooks Team

Re: Sales tax did not automatically update

Hi there, @richardlangseth.

 

Thanks for posting here in the Community. Let me share a few insights about sales tax in QuickBooks Online. 

 

If you have turned on your automated sales tax, it will automatically update once there's a new tax rate from the agency. Here's how to turn it on:

 

  1. Go to the Taxes tab, then select Set up sales tax.
  2. Check your business address, then select Next.
  3. To make sure that the tax calculations are correct, ensure to complete your street address.
  4. If you need to edit the address, select Edit, then correct it.
  5. Enter the information for your Agency to know if you're only required to collect tax in your home state. Select whether Yes or No
  6. Click Got it to confirm the setup. 

 

Once done, you'll be taken to the sales tax page. Note that after the setup, there's no way to turn it off or remove the field. 

 

On the other hand, if it isn't turned on, you'll have to manually edit the tax rate in QuickBooks Online. Here's how: 

 

  1. Go to the Taxes on the left menu, then choose Sales Tax.
  2. Under Related Tasks, choose Add/edit tax rates and agencies.
  3. In the Sales Tax Rates and Agencies table, select the rate you want to change and select Edit.
  4. In the Edit Sales Tax Component window, adjust the rate. 
  5. Click Save

 

You'll be routed back to the Sales Tax rates and Agencies table. You will then see the rate you changed highlighted. 

 

For your reference, you can check out this help articles that you can read on:

 

As always, feel free to visit us here if you have more questions. We're always delighted to help. Have a great day!
 

Not applicable

Re: Sales tax did not automatically update

I have automatic turned on, it did not update.

 

After, I go to sales tax:  There is no button or place that lets me check my address, etc.  all I get is to go to sales tax setting, that only lets me make the comptroller inactive or change the state date, nothing else.

 

The issue I have is my Square reporting middleware (commersync) sees square at 8.25% and QB is reporting to commersync 8% so commersync is holding my transaction invoices because of the mis-match.

 

 

  • Check your business address, then select Next.
  • To make sure that the tax calculations are correct, ensure to complete your street address.
  • If you need to edit the address, select Edit, then correct it.
  • Enter the information for your Agency to know if you're only required to collect tax in your home state. Select whether Yes or No
  • Click Got it to confirm the setup. 

 

QuickBooks Team

Re: Sales tax did not automatically update

Thanks for getting back to us, @richardlangseth.

 

I appreciate you going through the troubleshooting steps provided by my colleague above. Let's try some basic browser troubleshooting steps to check if this is a web browser issue. Sometimes stored cache from your browser for a long time can cause unusual behavior to the browser.

 

To start let's access your account via a private/incognito window. You may use these keyboard shortcuts in opening a private/incognito window:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Then, try checking your sales tax if it's calculating correctly using a private/incognito window. If it's calculating correctly, then we'll have to clear your regular browser cache. This way, it'll prevent unusual behavior from your browser.

 

If the issue persists, I suggest using another supported browser.

 

Also, I encourage you to visit our Help articles page for QuickBooks Online to learn and read some helpful articles that can help guide you in your future tasks.

 

If you have other concerns or questions, please don't hesitate to leave a comment below. I'll be around to help.

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