Solved: Sales tax not calculating

Anonymous · ‎09-09-2019

I set up my sales tax agency but haven't seen or I missed the screen to set the actual tax rate.

Background/ Misc Info

I started my business on 9/1/16 but didn't start Quickbooks unitl 12/4/17. I set first month of fiscal year as January and First month of income tax year as the same.

1. I click on "TAXES" on the left.

2. The next "TAX HOME" screen shows my agency as:

Upcoming (the screen is faded out)

Missouri - $0 - October to December 2017 - accuring

3. I click sales tax settings

4. This screen shows:

Missouri Dpt of Revenue - Quarterly - October - 9/1/16

5. I click edit

6. The only options I'm offer is:

- Frequency / stat period / start date

I need to know how to go about setting my sales tax so it will figure it automatically on my invoices and record it in the correct accounts.

Thanks

BettyJaneB · ‎09-09-2019

Hello there, natasha,

I am here to help you to get this working and get back to business.

Once you set up sales tax, you'll need to make sure that the Tax box on the far right side of the Product/Service, has a check mark on it. In order for the sales tax to calculate. (Please see screenshot attached)

You might see this helpful article in applying sales tax rates to transactions: https://community.intuit.com/articles/1145198

Fill me in on what the outcome is, I'll be here anytime you need my help. Thanks!

View solution in original post

BettyJaneB · ‎09-09-2019

Hello there, natasha,

I am here to help you to get this working and get back to business.

Once you set up sales tax, you'll need to make sure that the Tax box on the far right side of the Product/Service, has a check mark on it. In order for the sales tax to calculate. (Please see screenshot attached)

You might see this helpful article in applying sales tax rates to transactions: https://community.intuit.com/articles/1145198

Fill me in on what the outcome is, I'll be here anytime you need my help. Thanks!

View solution in original post

Anonymous · ‎09-09-2019

Thanks for your input on my issue with the sales tax.
I made sure the that the tax box was checked and I read the article you suggested as well. It stille isn't calculating sales tax.
I find it odd that I haven't ever put in the % of sales tax that I'm to collect.

I followed the instructions to edit the tax rate:
clicked on Tax (menu on the left)
then clicked on sales tax settings
then I choose edit – the only things it allows me to change are:
filing frequency
start of tax period
start date

I can't seem to find anywhere to add an actual rate or to change a rate?

I'm truly, at a complete loss!!!!

Anonymous · ‎09-09-2019

Ok...So I figured out that I have automated sales tax calculation. It wasn't calculating my sales tax because I didn't have the address filled out. Thank for your time and help!!!

BettyJaneB · ‎09-09-2019

Thanks for getting back to us @natasha,
It's great to know that this issue has been resolved already.
If you have questions about QuickBooks, please don't hesitate to ask and we'll be happy to help you out. Happy New Year!

nielsnyckees · ‎09-09-2019

Dear,

I am having the same problem.
I have filled in my adresses everywhere but It still isn't calculating my tax.

Sincerely,
Niels

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