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tanyam@motivepow
Level 2

Sales Tax shipped from location

Where is the shipped from option in QBO now that you've updated.  I've never had so much trouble tabulating my sales tax.  We have two locations that we ship from.  I need to be able to separate the two locations in VA plus the other states we ship parts to.  Since the update, QBO is putting the headquarters sales tax rates in the other VA location.  While they are the same rate, and I can use my XLS to calculate it correctly - it really defeats the purpose of QBO.  And why do all my tax values now show in the XLS report as negative values??  Another problem... If sale parts to a customer in KY, and they return a part, I issue a credit memo to the same KY customer.  That should tally everything in KY - but the "NEW AND IMPROVED" QBO is putting my credit memo in VA.  All my credit memos  end up from our headquarters, but they need to be associated with the state that returned the parts.

2 Comments 2
Eman_E
QuickBooks Team

Sales Tax shipped from location

Let me share some information about how your sales taxes are calculated based on location to ensure your data is tracked accurately, @tanyam.

 

Keep in mind that the updated invoice template only includes the ship to option and not the ship from option. To enable the Ship Via/Ship To field, you need to turn on the Shipping option in the invoice template.

Follow these steps below:

 

  1. Sign in to your QuickBooks Online.
  2. Click the + New button then Invoice.
  3. From there, click the Manage icon then select Design.
  4. Tap on Manage, beside the Other templates field.
  5. Choose the specific Invoice that you want to edit.
  6. From there click on Content, then tap the Pencil icon to your invoice header part.
  7. Navigate to Display field and then tick the box for Shipping, so that the Ship Via/ Ship to field will appear.
  8. If everything is okay, hit on Done.

 

The screenshot is added for visual reference.

 

image_1.png

 

I understand that it is crucial for your company to continue using the feature about the sales tax calculation and the ship from the option in the invoice, knowing that the QuickBooks invoice feature has its own limitations. However, your valuable feedback and suggestions are always welcome, and you can share them with our product engineers.

 

Here's how:

 

  1. Click on the Gear Icon.
  2. Under Profile, select Feedback.
  3. Enter your suggestions.
  4. Then hit Submit.

 

Your feedback is an essential component of our efforts to enhance our software and offer you and our other customers an even better user experience.

 

Moreover, when you are ready to file your sales tax return and record your tax payment in QBO, you can visit this article for a step-by-step guide to organizing sales tax returns and payments: Manage sales tax returns and payments in QuickBooks Online.

 

Please feel free to reach out anytime you have further questions about sales taxes and the location tracking feature in QuickBooks. The Community is always ready to assist you.

tanyam@motivepow
Level 2

Sales Tax shipped from location

I checked every version of any invoice, estimate, sales receipt, etc. that we have and the shipping was checked in all of them.  I've saved all the templates again, but it still doesn't work.  The only way to change the actual shipped from address when QBO doesn't calculate it correctly, is to go into the "See the Math" section of QBO and manually change them on each invoice (which slows down the invoicing process considerably).  We ship from two different locations in VA daily.  I've spent more time on sales tax in the last three months, than I have in the 7 years prior (all with QBO).  I've already contacted the "design" team and "customer support."  Customer support has no idea how to fix it (been two months now) and I never hear from the design team.  

Thanks for your response though.

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