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Level 1

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?

11 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.

Level 1

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.

Level 1

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.

Level 1

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?  

Moderator

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.

Level 3

Re: Set Up Automated Sales Tax Center

I have the same problem. The option to change is not listed in the taxes settings. 

Moderator

Re: Set Up Automated Sales Tax Center

Hi @Service. Thanks for reaching out to the Community and performing some steps to switch to automated sales tax.

 

First off, I'd like to verify if you've switched to automated sales tax before and use manual sales tax again? If yes, then this is the reason why you no longer have the option to change it back in the Taxes settings. Please know that once you've revert to manual sales tax, you can no longer switch it back to automated sales tax.

 

Right now, our product engineers are still working to have that option back. For the meantime, you can visit our blog and sign up to our Newsletter. This way, you’ll receive email updates about changes in the product. Our developers get inspiration from customers, so your voice makes a huge impact.

 

For additional reference, you may want to check these articles:

If there's anything else I can do for you concerning your QuickBooks account, let me know by commenting below. I'd be happy to offer additional assistance. 

Level 4

Re: Set Up Automated Sales Tax Center

@Service 

As a temporary solution, explore this AST reporting and filling app.

https://taxjar.grsm.io/mytax

 

Hope it helps.

 

Level 3

Re: Set Up Automated Sales Tax Center

I have never moved to the new sales tax center. I have always been on the old one. When given the opportunity to move to the new sales tax center, I just declined it. So just like the original poster in this thread, I no longer am presented with the choice to move. I am interested in the opportunity to move to the new one, if I can find more information on the functionality and benefits of it. I am going to need to start a new thread or do some more research on this issue. You can answer this question though: if I have never moved, and if the button to move is no longer presented to me, can I still make the move?

 

Anyhow, back to a more pressing issue:  I can use the old sales tax center if it is fully functional as before. This morning, January 2, 2020, when I click on the sales tax center, the throbber spins on the page, which means that something is not fully functional or fully loaded. Do your techs know about this? At least on my end, I am going to try to reboot or clear a cache or memory to see if I can get the throbber to go away. 

QuickBooks Team

Re: Set Up Automated Sales Tax Center

Hi there, @Service

 

Thank you for letting us know about the issue you have been experiencing. Upon checking with our engineering teams, there is no reported issue regarding it. 

 

I recommend performing some troubleshooting steps to check if this is a web-related issue. Let's start by accessing your account in a private window to determine if this is the case. This mode prevents browsing history from being stored. 

 

Here's are the shortcut keys: 

 

  • Ctrl + Shift + P (Internet Explorer or Firefox)
  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome) 

Once working, we'll have to go back to your regular browser and clear the cache to free up storage space and boost your operating system performance.    

 

However, if you continue to get the same result, I suggest using a different browser

  

For additional reference, you may want to check these articles: 

 

Get back to me if you have follow up questions. I'm always here to help. Have a great day!

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