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Angelyn_T
QuickBooks Team

Set Up Automated Sales Tax Center

Thank you for the screenshot added, @Roie.

 

I can see how hard you've tried just to record the payment in QuickBooks Online (QBO). I'll help you ensure this will get sorted out.

 

First, go to the sales tax settings and check if there are state agencies. Then, make sure that they're not deactivated. 

 

  1. Click on Taxes at the left pane, then select Sales Tax.
  2. From the Sales Tax page, go to the Sales tax settings in between History and Reports.
  3. Make sure that the state agencies are active. If not, click on the small gear icon beside Add agency to add the inactive tax agencies.
  4. Check the box beside Include inactive to include the inactive agencies.
  5. Tap Make active if you wish to make it active again.

 

Next, run the Sales Tax Liability report to check if there are transactions recorded during a specific period.

  1. Look for Sales Tax Liability Report in the search field from the Reports tab.
  2. Click it to open.
  3. Filter the date and make the necessary customization you want.
  4. Review the transactions and the tax amount from there. 

 

Once completed, go back to the Sales Tax center and check your sales tax due from there.

 

If you're getting the same experience, I encourage following the steps in a private window. Sometimes, the regular browser tends to hold onto information, and over time it could cause problems while working with QuickBooks.

 

To save you time, use either of these keyboard shortcuts:

 

  • Mozilla Firefox: press Ctrl Shift P
  • Internet Explorer: press Ctrl Shift P
  • Safari: press Command Shift +N

If that works fine from there, go back to your original browser and clear its cache to start fresh. Also, using other supported browsers can help us narrow the cause of this behavior.

 

You may find these articles helpful about sales taxes in QBO:

 

I am looking forward to hearing from you, @Roie. Just add a comment below if you have any other questions. Have a great day!

Sasirekha
Level 1

Set Up Automated Sales Tax Center

Hi ,

 

I'm trying to set up an automated sales tax in QBO. But unfortunately, I can't do it.

 

If I click on the "Tax" page, the below screen will have appeared.

 

Kindly provide the steps to setup automated sales tax

 

 

Rea_M
QuickBooks Team

Set Up Automated Sales Tax Center

I'll make sure you're able to set up the automated sales tax feature in your QuickBooks Online (QBO) account, @Sasirekha.

 

When you select the Taxes menu, you'll automatically be routed to set up the automated sales tax feature. Since you're unable to do so, this might be because your browser is full of your frequently accessed pages. This will result in some unusual responses to the system. You can isolate this by logging into your QuickBooks Online (QBO) account using a private browser (incognito).

 

Here's how:

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, let's go back to the Taxes menu and set up your automated sales tax. Kindly refer to the step-by-step guide below:

  1. Go to the Taxes menu.
  2. Select the Sales Tax tab.
  3. Click the Set up sales tax button.
  4. Enter your business address, then click Next.
  5. Choose whether you need to collect sales tax outside of your state, then select Next.
  6. Wait for the confirmation to complete the process.

 

I've attached screenshots below that show the first five steps.

81.PNG 82.PNG 83.PNG

 

If it works, return to your default browser and clear its cache and cookies. This will  refresh the system and remove older data that cause viewing and performance issues.

 

If the issue persists, I'd recommend using other supported browsers in setting up your sales tax.

 

QuickBooks lets you do the sales tax calculations automatically. This will make it easy for you to file your sales taxes accurately. To learn more about how the system calculates sales tax and for the complete guide, kindly refer to this article: Use automated sales tax in QuickBooks Online. It contains related and helpful articles to add your tax categories to your products and services and checking your customer's info to name a few.

 

After setting up your sales tax, you're able to file your sales tax return. For the detailed steps, you can refer to this article: File your sales tax return and record tax payment in QuickBooks Online.

 

You're always welcome to comment down below if you have other concerns or follow-up inquiries about the automated sales tax feature in QBO. I'm just around to help. Take care.

arta1963
Level 1

Set Up Automated Sales Tax Center

Bad Mistake:

 

Well I couldn't resist that little invitation from hell.  I selected to convert and now my accrual account has went from $2,000.00 to $12,000.  The new automated system is properly tabulating the sales tax from the previous transactions all the way back Q4 2019. But us bit properly accounting for all the payments previously showing in the lower half of the old method.  What kind of mess will I generate If I try to match the previous payment amounts to the existing accrual account.  Will I then find duplicate payments in my Bank Register?

Joseph_A
QuickBooks Team

Set Up Automated Sales Tax Center

Hi there, @arta1963.

 

Let me some information with regard to this issue that you have. If you try to match previous payment amounts to the existing accrual account, there will be a sales tax increase after switching to an automated sales tax. Also, it will duplicate payments in your Bank Register.

 

To learn more about how you can manage sales tax in an easier way. You may check this article for newly improved sales tax management: Sales tax in QuickBooks Online.

 

In addition, you can also change the sales tax rate in QuickBooks online. Refer to this link for the complete process: Edit sales tax rate in QuickBooks Online.

 

Feel free to post any additional questions in the comment section. I'll be delighted to help you further. 

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