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greenplants
Level 2

Sales tax payments

When will this QBO Plus version have auto sales tax added? I want to specify payments for one state against all the state counties. Not available to me now.

3 Comments 3
IrizA
QuickBooks Team

Sales tax payments

I'm here to add some steps and information the automated sales tax in your company file, greenplants

 

In QuickBooks Online (QBO), you can include the automated sales tax by adding the Tax agencies first. If you're new to QuickBooks, you'll need to set up your sales tax first. Afterward, you can switch it to automated sales tax.

 

Step 1: Set up where you collect sales tax

 

  1. Go to the Taxes menu located at the left navigation panel and choose Sales Tax
  2. Press Sales Tax Settings, and choose Add Agency.
  3. Fill out the necesary field.
  4. Once done, click Save.
  5. You can also customize your rates in the Custom rates section.
  6. Field out other necessary field and fill out the necessary field.
  7. Once done, click Save.

 

For step 2, you can follow this article: Switch to automated sales tax in QuickBooks Online
 

Here are some articles you can follow through after switching to automated sales tax: 

 

I'm still available for any inquiries you may have as you use QuickBooks. Thank you.

greenplants
Level 2

Sales tax payments

I am not able to switch to automated sales tax payments.  We just moved from QB Desktop to QB Online.  We had all of the tax agencies set up in QB Desktop. Do I need to RE set up the tax agencies in QBO to resolve sales tax issues with auto sales tax? Thank you.

LouiseG
QuickBooks Team

Sales tax payments

Allow me to share some information about automated sales tax in QuickBooks Online (QBO), @greenplants.

 

Yes, you'll need to manually re-set up your tax agencies and then switch to automated sales tax payments. Since the tax agencies that you've set up in QBDT won't migrate to QBO.

 

Once you're done setting up your sales tax, here's how you can switch it to automated sales tax:

 

  1. Go to Taxes, then select Sales Tax.
  2. Select  Use automatic sales tax.
  3. Click Next if your business address is correct. If not, select the pencil icon to update the address.
  4. Click Next.
  5. Review the rates, then Save.

 

To help you understand how to handle sales tax in QBO, you can refer to this article: Set up your sales tax in QuickBooks Online.

 

Additionally, here's a useful article to help you add a sales tax category for accurate customer tax calculation: Add a sales tax category to products and services in QuickBooks Online.

 

If you have follow-up concerns or questions about sales tax, keep me posted. I'll be right here to assist anytime. 

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