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BusinessPerson5
Level 2

Saved custom sales tax rates no longer appear via Customer Invoices

The saved, custom sales tax rates I have no longer appear as options via the dropdown for "Select tax rate" on Customer Invoices.  Previously, they would all appear, but now they have disappeared.  

 

I've checked the Settings to see if something has changed, but I don't see anything abnormal.  I'm inclined to think this is yet another bug.  Any help?

4 Comments 4
JoelES
QuickBooks Team

Saved custom sales tax rates no longer appear via Customer Invoices

The custom sales tax rates dropdown will show only if the tax rates are active, BusinessPerson5. Since you've confirmed there are no changes in your settings, I recommend performing some troubleshooting steps to isolate the issue. 

 

You can clear your browser's cache. This removes the webpage data that's causing the issue. If the problem continues after clearing your cache, consider trying other supported browsers that are installed on your system as an alternative. 

 

In case you want to personalize your invoices, you can check out this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Our team of specialists is available to provide personalized assistance with invoice management and to teach you effective bookkeeping practices to enhance your efficiency. For more information, please explore QuickBooks Live Expert Assisted.

 

Feel free to reach out to us again if you have any other questions beyond your invoices. We're here to help.

 

BusinessPerson5
Level 2

Saved custom sales tax rates no longer appear via Customer Invoices

No answer from QB support?   This issue still persists.

BusinessPerson5
Level 2

Saved custom sales tax rates no longer appear via Customer Invoices

Whoops, didn't see the reply.

I've tried other browsers and the desktop app and it's all the same:  no custom sales tax rates appear.  "Clearing the browser's cache" has never been a solution for the problems I've encountered with QB - please provide realistic troubleshooting.

IrishA
QuickBooks Team

Saved custom sales tax rates no longer appear via Customer Invoices

We understand how important it is for you to add your custom sales tax rates to your invoices, BusinessPerson5.
 

To best assist you with this, I recommend connecting with our phone support team. They have specialized tools and resources to investigate this further and get you a quick resolution:

 

  1. Click on the Help (?) icon at the top right corner of your screen.
  2. Select the Search tab.
  3. Click on Contact Us and choose a relevant topic to connect with the appropriate expert.
  4. Once you have made your selection, you can choose your preferred method of communication: either a Callback or by starting a Chat.

 

For your convenience, we encourage you to check our support hours to find the best time to reach our Live Experts for prompt assistance.
 

If you need to make changes or update  your sales tax rate to ensure you collect the correct amount, you can refer to this article: Edit sales tax rate.

 

If you have any further questions or need additional assistance with QuickBooks, please feel free to leave a comment below. We’re here to help you anytime you need.

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