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Level 1

Sales Tax

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

Solved
Best answer 02-26-2019

Best Answers
Highlighted
Moderator

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. 

View solution in original post

11 Comments
Highlighted
Moderator

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. 

View solution in original post

Highlighted
Level 15

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.

Highlighted
Level 1

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.

Highlighted
QuickBooks Team

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.

Highlighted
Anonymous
Not applicable

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.

 

 

Highlighted
Level 1

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")?

Highlighted
Moderator

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!

Highlighted
Level 1

Sales Tax

I don't understand why something like this isn't already in Quickbooks.  It seems bizarre that anyone would be expected to hand enter tax items when they can easily be accessed in excel form.  To even ask someone to register this as a wish... I really don't get that at all.  

Highlighted
Moderator

Sales Tax

Hello, pacificposition.

 

As FritzF referenced, you will need to manually to enter the sales tax items since including them when importing is currently unavailable in QuickBooks Desktop. You can add the items through the Sales Tax Preferences.

 

 

To learn more about sales tax and items, check out these articles:

 

I appreciate your time today. Please know that I've got your back if you need help with QuickBooks. Wishing you all the best!

Highlighted
Level 1

Sales Tax

Hello,

 

If I was importing a file with invoices, would it be possible to just have the tax amount that I have in my excel sheet to load into the quickbooks invoice instead of having the sales tax recalculate based on the QB's rate?

Highlighted
QuickBooks Team

Sales Tax

Glad to see you on this thread, @Nila1491.


You have to add your rate to QuickBooks for the program not to recalculate the amount on the invoices when importing the file. To do that, make sure to turn on the feature first.


Here’s how:

  1. Go to the Edit menu and select Preferences.
  2. Click Sales Tax, then go to the Company Preferences tab.
  3. In the Do you charge sales tax? section, move the radio button to Yes.
  4. Set up all the sales tax items and groups for each country, district, city where you collect sales tax.
  5. Hit Add sales tax item.
  6. Assign sales tax codes
  7. Choose your Sales tax basis (Accrual or Cash).
  8. Pick your preference for paying the sales tax, then click OK.

For more information, I recommend checking out this article: Set up sales tax in QuickBooks Desktop. On the same link, you’ll see some links on how to add and create tax items, groups, and code.


Once done, you can start importing the file to QuickBooks. Here’s an article to serve as your guide: Import and export data in QuickBooks Desktop.


Leave a comment if you need anything else. I'm more than happy to help. Take care!

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