sales tax not calculating to shipping address

Hello there, @adunate.

Looks like your sales tax switched from manually tracking sales tax to automated sales tax.

Once a QuickBooks account is using the Automated Sales tax feature, we're unable to revert to the previous setup. As a workaround, you can deselect the product service item from being taxable when creating invoices.

Here's how:

1. Go to the +New button.
2. Select Invoice under the Customer column.
3. Uncheck the Tax box.
4. Then, click Save and close or Save and send.

Also, you can go into the product service list by selecting Sales on the left menu. Within the Products and services tab, open each item you've created and select the appropriate sales tax category. Then, click Save and close to reflect the changes.

You can take a look at the sample screenshot below:

You'll want to check these articles for more information about automated sales tax in QuickBooks Online: 

• Learn how to set up and use the automated sales tax feature in QuickBooks Online.
• Learn how QuickBooks Online calculates sales tax. 

Add another post below if you have more questions about sales tax or anything related to QuickBooks. I'm right here to assist you further. Take care and stay safe always, adunate.

Seriously? By updating, I've eliminated my possibilities to record sales tax? How does changing the product to non-taxable solve my problem. The product needs to be taxed. 

I did my own workaround by clicking "See the math" on the Sales Receipt page and going from there. However, now I'm not able to find how I did that. Any clues?

In my workaround, it would not allow me to choose an existing county, rather it forced me to create a new one. It added/named the new county as "Wisconsin, Adams County" when I previously had created simply "Adams County." Does this mean all my previous customers will calculate wrong?

Also, under the update, it defaults to calculating tax from the shipping address. This is for mail order. Is there no way to designate for the customer's address?

Seriously, this update is not an improvement by any stretch. Cmon, QB. You can do better than this.

Thanks for getting back to us, @adunate.

Let me share some information about sales tax calculation in QuickBooks. QuickBooks automatically calculates the total tax rate for each sale based on the following:

• your customer's tax status
• where you sell or ship
• what you sell

QuickBooks does all the calculations based on the location of sale or the "ship to" address you add in an invoice or receipt. Some states require sellers to charge tax based on business location, even when you sell or ship to a different address in your state. If your business is in any of those states, don't worry. QuickBooks knows the tax rules, wherever you run your business.

The "see the math" link is found in your sales receipt transaction. You can also find these options (see the math) in the Sales Tax Center. Here's how:

1. Go to the Taxes menu.
2. Select Sales Tax.
3. Choose from the Shortcuts or click on the Sales tax settings to add a new agency.

Below are the images of how it looks like:

Additionally, tap on Double-check your client addresses to make sure you've selected the correct tax rate.

Here's an article to guide you: Learn how QuickBooks Online calculates sales tax.

I'm also adding this link to give you more insights into the automated sales tax. Feel free to check: Set up and use automated sales tax in QuickBooks Online.

I'll be around if you still have questions or concerns with sales tax calculation. Please let me know. Take care and have a wonderful day ahead.

I am NOT seeing the answer to my questions. Please read my questions carefully.

Wisconsin requires sales tax to be applied for the location to which the item is being DELIVERED. Even though I have shipping addresses for my Wisconsin customers, QBO is not calculating the tax for their address. Rather, it is automatically calculating the tax for my address. How do I change this?

Also, where do I find a list of the counties I've previously set up. I need to rename them in the same way QBO automatic is naming them. 

Good morning, @adunate. 

Thanks for reaching back out and letting us know some more information about your issue with sales taxes. 

Everything my colleagues have stated above have been correct. However, if this still doesn't answer your question, I recommend contacting our Customer Support Team so they can assist you further. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Give a brief description and hit Let's talk. 
4. Scroll down and choose to Get a callback. 

As for renaming the list of counties you've previously set up, the only way you can rename them is if they are custom rates. If they aren't custom rates, then they'll be named the way QBO automatic states. Here's how to get to the list: 

1. Go to the Taxes tab. 
2. Click the Sales tax portion of the page. 
3. Hit the Sales tax settings hyperlink (Blue text) in the top right-hand corner. 

From there, you'll successfully be able to see the list of agencies. 

Keep us updated on how the phone call goes. I want to ensure you get this taken care of today. Have a great day!

This is the usual completely lame answer from this support page. They don't even really read the question, or maybe don't understand it. I would like this question to be answered properly also. 

Find your "Standard" Custom Form Style

Steps to do this...

1. Gear Icon

2. Click on Custom form styles

3. Click on Edit under Action of your Standard form

4. Click on Content

5. On the mockup of the form on the right click on the Pencil icon and Edit the header information

6. Under the heading Display, uncheck Shipping

7. Click on Done

Now when you create a new invoice QuickBooks will use the address of your business as the Based on location default tax for All the new invoices that you create or import. If you need to have a shipping address for the invoice, click on Shipping Information under the Billing Address Quickbooks will calculate tax on the Shipping information.

Hello, Fixer32.

Thanks for sharing your solution. 

I'm sure this will be useful for users who are having problems with the sales tax calculation. 

GD RIGHT!!

Took forever to figure this one out. I use a service called Backoffice to export all my invoices to QB. Their fix was to go in and manually change the shipping address for all the customers outside my tax area (there are 4 different sales taxes within 10 miles of my business). They wanted me to change the zip code to my zip code. I told them there’s got to be a better way!@#^&! A daunting tax to keep track of! I repair cars and don’t ship anything to anybody. 

Thank you for coming back to the thread, Fixer32. I appreciate you for sharing an alternative solution that might be helpful for other users who encountered an issue with sales tax calculation.

For now, I'm adding this article to view further information on how QuickBooks Online automatically calculates sales tax when you make a sale: Learn how QuickBooks Online calculates sales tax.

Please know I'm always around to help with any QuickBooks issues you may be having. Have a great day!

TEXAS is the same way.  And somehow Quickbooks' Auto-Tax is only charging tax where my office is - which is not where I provide the service or deliver to.  And my office is outside of city limits but nearly all of my clients are within a city which means that my office's tax rate is LESS than theirs.  Which means not only can I not generate an accurate sales tax report showing all of the different tax agencies in TX that we charge tax for, but it also would collect less tax than I have to then pay.  

Thanks for joining the thread, @clintwb. I appreciate you for reaching out to us.

I understand how important it is for you to have proper sales tax calculations on your invoices and receipts so that you may file your taxes conveniently and correctly. Please allow me to clarify how QuickBooks calculates sales tax.

QuickBooks calculates the total sales tax rate for each sale based on your customer's sales tax-exempt status, the locations where you sell and ship, and the sales tax category of your service or product.

As a workaround, you may automate your sales tax calculation when you create an invoice or sales receipt. When you create an invoice or sales receipt, check the total sales tax at the bottom of the invoice or sales receipt, then click See the math or the total tax amount. It takes you to the Let's determine your tax rate page, where QuickBooks provides a detailed breakdown of the sales tax. Please follow the steps below:

1. Follow the usual steps to create an invoice or sales receipt.
2. Make sure the Location of the sale is correct.
3. Choose the state where you want to calculate your sales tax.
4. Fill in the rest of the field, then select Save and Close.

For more detailed instructions, you may visit this article: Use automated sales tax on an invoice or sales receipt in QuickBooks Online.

You can also use custom rates to manually track special tax rates. Please refer to this article: Use custom rates to manually calculate taxes on invoices or receipts in QuickBooks Online.

I've also included this article that will help you understand more about US sales and use tax rules: Learn about sales and use tax in the US.

Feel free to get back to us if you have further questions or concerns about managing your sales taxes in QuickBooks Online. The Community is always looking forward to helping you. Keep safe.

There is no "See The Math" on any of my invoices