Sales Tax

This isn't the experience we want you to have regarding sales tax, spytek. Let me share other steps since we can't turn off the automated sales tax calculations in QuickBooks Online (QBO).

The automated sales tax is built-in functionality in the software, and turning this off is unavailable, especially if you've already made transactions associated with the automated sales tax calculation.

As a workaround, you can use the custom tax rate you've created to charge the correct sales tax or override the calculated amount of automated sales tax when creating invoices.

Here's how:

1. Sign in to your account to QBO.
2. Go to the Sales tab and select Invoices.
3. Click Create Invoice.
4. Select the specific customer.
5. Enter the details needed in the Product or Service section.
6. Click on See the Math feature above the Invoice Total.
7. Select your custom tax rate from the Sales Tax Rate dropdown or scroll down to see the Override this Amount option.
8. You can enter your sales tax manually. Then, click Apply Override.

Here are screenshots for your reference:

Additionally, please take note that QuickBooks calculates sales taxes for various reasons. If a customer is tax-exempt but the product or service is taxable, QuickBooks will follow the tax rate setup on the specific product or service. That's why the invoice created is still taxable. We have to manually uncheck the box for Tax so that the invoice transaction will be considered nontaxable.

Moreover, you can utilize this article if you need changes to your sales tax payments in the future: Manage sales tax payments in QBO.

We're always here to help with any further assistance in managing sales tax or other QuickBooks concerns.

Funny, @CarlSJ It seems you didn't fully read or maybe understand my post. Again, "When we have specifically set up Sales Tax for our specific state, an automated rate is not needed." ALL of my clients have a custom tax rate already set up. QBO is overriding those rates. Also, in my post, I mentioned "When calling to discuss, and being on the line with customer service for an hour, I was told there is nothing to be done about either of these issues. And that my clients will need to manually change the sales tax with each invoice" 

The fact the QBO feels in OK to manually override each Estimate and Invoice created is absurd! Again, we you QBO for proper functionality. 

Did you read the issue of tax-exempt customers? Nothing was noted in your response concerning THAT issue either. 

Do not think for a minute that your response about manually overriding these things is at all OK. It is 100% NOT.

This response is not helpful with the information I have already given. In the future, please read the post in full.