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Community Contributor *

Sales Tax

Are sales tax tables available for download into the desktop version?  If not why not?

Solved
Best answer 02-26-2019

Accepted Solutions
Moderator

Re: Sales Tax

Hello jimhess,


In QuickBooks Desktop, an easy way to import a list is by using an Excel file. Let me show you how:

  1. Click on File.
  2. Choose Utilities.
  3. Select Import then Excel Files.
  4. Choose the file. 
  5. Import the data.

However, importing sales tax rates/tables isn't possible. You'll need to manually set them up in the List menu. 

  1. From the Type drop-down, choose Sales Tax Item.
  2. On the Sales Tax Name field, enter your preferred name for the tax item. It is advisable that you use the location of tax for the name. Further information can be entered in the Description field.
  3. On the Tax Rate (%) field, enter the specific rate for the item.
  4. On the Tax Agency field, type the name of the collecting agency (set up as a Vendor). If the agency is not in the list yet, select Add New to set it up.
  5. Select OK.

If you have any other concern, please let us know. We'll be right here to help. 

7 Comments
Moderator

Re: Sales Tax

Hello jimhess,


In QuickBooks Desktop, an easy way to import a list is by using an Excel file. Let me show you how:

  1. Click on File.
  2. Choose Utilities.
  3. Select Import then Excel Files.
  4. Choose the file. 
  5. Import the data.

However, importing sales tax rates/tables isn't possible. You'll need to manually set them up in the List menu. 

  1. From the Type drop-down, choose Sales Tax Item.
  2. On the Sales Tax Name field, enter your preferred name for the tax item. It is advisable that you use the location of tax for the name. Further information can be entered in the Description field.
  3. On the Tax Rate (%) field, enter the specific rate for the item.
  4. On the Tax Agency field, type the name of the collecting agency (set up as a Vendor). If the agency is not in the list yet, select Add New to set it up.
  5. Select OK.

If you have any other concern, please let us know. We'll be right here to help. 

Established Community Backer ***

Re: Sales Tax

@GarlynGay 

 

Since the link you posted states that you can not import sales tax items using an excel import, do you know something that is not referenced concerning how to do it?

 


@jimhess wrote:

Are sales tax tables available for download into the desktop version?  If not why not?


QBDT does not work off of tables, so no, so sales tax tables are not available. In QBDT you create the sales tax items you need for what every jurisdiction, and if necessary combine them into a sales tax group item.

Community Contributor *

Re: Sales Tax

Not the solution I was looking for, but it is a solution.  Is someone at Quickbooks working on a downloadable solution?  Seems archaic to have to manually enter sales tax rates when they are easily found in charts.

QuickBooks Team

Re: Sales Tax

Your feedback means a lot to us, jimhess.

 

We are always innovating all QuickBooks products to be in line with our customers' business needs. New updates are released from time to time to make the software more user friendly, and to keep up with the changing technology.

 

That being said, we always cater to the thoughts and suggestions shared by our customers. I'd encourage you to request this option to import sales tax tables into QuickBooks to our developers. This might get a chance of being added in a future update.

 

Here's how:

  1. Click Help at the top.
  2. Select Send Feedback Online, and then choose Product Suggestion.
  3. Type in your feedback or feature request.
  4. Click the Send Feedback button.

Please keep in touch if there's anything else you need.

BRC
Established Community Backer ***

Re: Sales Tax

If you have a source / list of the tax rates you want to import,  and you can create an Excel file with this list, then you can import the sales tax items using our BRC List Importer 

 

It supports most item types including sales tax items.  It also supports other lists including customers, vendors, accounts, and classes.

 

 

Not applicable

Re: Sales Tax

Hello,

 

Setting up QuickBooks for our company, an online retailer based in CA. I have an excel file of all of the Tax Items we need to operate (we meet economic nexus in a quite a few states within US for online sales outside of CA). Just in CA we have 1786 different regions (City, County, State) with approximately 300 varying tax rates. How is it that QuickBooks recommends this data is imported then (manual entry is not a reasonable "alternative")?

Moderator

Re: Sales Tax

Thanks for joining this conversation, mkaethe.

 

While you can import items from the Excel file, the option to include the sales tax items is currently unavailable in QuickBooks. You need to enter them manually as a workaround.

 

Before we proceed, ensure that this feature is turned on in the Preferences. Here's how:

 

  1. Go to the Edit menu at the upper left to get to the Preferences.
  2. Select Sales Tax at the left pane, then proceed to Company Preferences tab.
  3. Pick the Yes radio button in the Do you charge sales tax.
  4. Enter the other necessary information in the Assign Sales Tax CodesWhen Do You Owe Sales Tax, and When Do You Pay Sales Tax sections. 362.PNG

 

To enter new sales tax items, here's how:

 

  1. On the Company Preferences tab, click the Add sales tax item option.
  2. Pick Sales Tax Item on the Type drop-down, enter the name.
  3. Fill out the other necessary information.
  4. Hit OK once done. 363.PNG
  5. Repeat these steps to add other sales tax items.

 

For additional information, please refer to this article: Set up sales tax in QuickBooks Desktop.

 

Rest assured that I'll send this feedback to our Product Developers. They're always looking for ideas from users on how to improve QuickBooks.

 

Reach out to me if you have any other issues or concerns, so I can get back to you. I'm more than willing to help. Take care always!

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