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Set Up Automated Sales Tax Center

How to you make the switch to the new Automated Sales Tax Center?  I was given the option to move to the new tool a couple of times when entering the manual Tax center, but I was too busy doing my work to set it up.  Now, the option is no longer popping up and I've looked everywhere for an alternate way to set it up.  HOW?

6 Comments
QuickBooks Team

Re: Set Up Automated Sales Tax Center

Hello @Michelle L,

 

I’d be more than glad to help you set-up the Automated Sales Tax Center. Let me show you how.

  1. On the left side tab, select Taxes, then Set up sales tax.
  2. You'll be asked to verify your address. Remember, we are basing tax calculations on this address so it's important that it is correct. 
    If it's correct, select Looks good.
    If it’s not, select the pencil icon then correct it.
  3. Next, you'll be asked if you are required to collect taxes outside of your home state; this helps us determine the tax agencies to set up. 
    Select No or Yes.
  4. If you're only required to collect tax in your home state, we'll ask you to give us a little more information: 
    When did your current tax period start?
    How often do you have to file your sales tax returns?
    When did you start collection tax for this agency?
  5. If you need to collect taxes in multiple states (for example, if you ship products to many locations like Amazon sellers do), you'll need to give us information for the other agencies you pay. Your home state agency will already be listed.
    To set up all other agencies you are registered with, select Add Agency.
  6. Finally, we will work on calculating tax rates and setting up agencies. You'll see a screen confirming that your setup is complete. 
    Select Got it and you'll be taken to the sales tax page.

NOTE: When Auto Sales Tax is enabled, you'll see a Permit no. field on your checks and other expense transactions. There is currently no way to turn off or remove the field.

 

Please check this article for more details: Set Up and Use Automated Sales Tax.

 

Never hesitate to post again. I’m always here to help.

Not applicable

Re: Set Up Automated Sales Tax Center

This did not help at all.  I could not get past Step 1.  When I open the Tax link on the left dashboard it goes straight the the old Sales Tax Center.  There is no option to Set Up Sales Tax.

Not applicable

Re: Set Up Automated Sales Tax Center

I attempted to do this on Thursday last week and since then my sales tax menu is completely messed up and unusable. I called QB and apparently there is a glitch and they are working on a solution, but until that solution is done I would 100% NOT do the automated sales tax center thing even if you can find how to do it. 

 

Also, I had mine disappear like yours as well and then popped up in an invoice by the sales tax with a link that said something like, "Let QB help you with sales tax". Check on it, but don't do it right now! :D

QuickBooks Team

Re: Set Up Automated Sales Tax Center

Hey @Michelle L and @ashleyamdj,

 

You can trigger your sales tax by turning it off and turning it back on. Let me provide some details and help you further.

 

The steps given by my colleague above is for setting up the Automated Sales Tax for the first time.

 

When you're using the old sales tax center, you'll be prompted to Make the Switch or Continue to old tax center. And in your case, you've chosen to continue using the old sales tax.

 

To switch from the old sales tax, you'll need to temporarily turn off your sales tax to trigger it. But before turning it off, you'll need to remove the sales tax from your transactions.

 

Once you've removed them, you can now turn it off by clicking on Edit sales tax settings from the Related tasks box in the Taxes page.

 

Once completed, you can now turn it back on. And continue to Make the Switch.

 

Please let me know if you have any other concerns. I'll be around to help you.

Not applicable

Re: Set Up Automated Sales Tax Center

None of this was helpful.  Turn off my sales tax??  Remove the sales tax from my transactions??  What transactions?  

QuickBooks Team

Re: Set Up Automated Sales Tax Center

Hello MichelleL,

 

Thank you for getting back to us here in the Community. Allow me to chime in and help you move into the new Automated Sales Tax in QuickBooks Online.

 

Please make sure you select Accrual Basis accounting through your settings to move into the new Automated Sales Tax. You can then revert into the Cash Basis method once it goes through.

 

Here are the steps:

 

  1. Log into your QuickBooks account.
  2. Click the Gear icon.
  3. Below Your Company, click Account and Settings.
  4. Go to Advanced.
  5. Below Accounting, select Accrual.
  6. Click Save.
  7. Click Done.
  8. On the left panel, click Taxes.
  9. Choose the right option if you're being asked to switch over.

 

Please see the sample screenshots below for your visual reference:

 

 

If you're still not being able to migrate, I recommend reaching out to our Support Specialists this time. One of them will be taking over and perform the transition on your behalf.

 

Here's how you can reach them:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Select Contact us.

Let me know if you have any additional questions concerning moving to Automated Sales Tax. I'll be here to help.

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