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Level 2

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

 
9 Comments
Highlighted
Level 2

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

A little more information.   I have looked at many many posts.  Have tried each option mentioned that I found to switch back to manual sales tax.  I am using a MAC with Safari.  Also tried Chrome.  Also tried private mode.  I do not get the "temporarily switch back to manual sales tax" option no matter what I have tried.  Please help me get back to the manual sales tax option which worked fine.  Thank you.  Marie

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QuickBooks Team

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

Hello there, @MarieGerlach.

 

Currently, switching back to manual sales tax is unavailable in QuickBooks. 

 

All our sales tax is already automated. The advantage of the Automated Sales Tax is, the system will automatically select a tax rate for you. As long as your Sales Tax Center is set up.

 

I'll send feedback about this to our product developers. I can see how useful it is and it'll save you time as well.

 

Please check this article on how QuickBooks Online automatically calculates sales tax when you make a sale: Learn how QuickBooks Online calculates sales tax.

 

If you have other questions, please let us know. We are here to help.

Highlighted
Level 2

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

Grace - this is awful....  QB really stumbled on this update.  Wish I had AccountEdge back!!!  Anyway - if nothing else, they need to have the option to add a credit to the amount paid.  Michigan gives merchants a credit if paid by the 12th &/or the 20th.  This is messing up all of my sales tax numbers.....  Twice the work to go in and change the amount....
 
Please do send my frustration up the chain...
 
Thank you Grace.
 
I did more research online, it said I can also create a new account for a sales tax adjustment.  I went through all of the steps (several times) added a new income account for the credits,  go through the instructions to add the adjustment - and NO LUCK.  There is NO "Add an Adjustment" option.  Thought you should know so this can be looked into also.
 
Marie
 
 
Highlighted
QuickBooks Team

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

Hello there, MarieGerlach.

 

I appreciate you for sharing your thoughts about the automated Sales Tax feature in QuickBooks.

 

Let me guide you on where you can find the Add an adjustment option in the Taxes menu so you'll be able to record your credit.

  1. Go to the Taxes menu.
  2. Select the Sales Tax tab.
  3. Find the tax period you need to adjust, then select the View return button.
  4. Select the +Add an adjustment hyperlink.
  5. In the Add an adjustment window, select the Reason, Account, and Amount of the adjustment.
  6. Click the Add button.

Once done, the credit will show on the Review your sales tax window where you need to save the updated amount of your tax.

 

I've attached screenshots below for your reference.

51 QBO SAles Tax.PNG 52.PNG

 

If you wish to run reports for your sales tax liabilities, you can pull up the Sales Tax Liability report. This way, you'll be able to get a detailed look at the taxes you owe and why you owe them. Kindly refer to this article for the detailed steps: Check how much sales tax you owe in QuickBooks Online.

 

Please let me know if you have other concerns. I'm just around to help.

Highlighted
Level 2

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

First, I read how to do that and tried several times - there is NO ADD AN ADJUSTMENT button - period.  The tax report I am looking to change is my January Sales Tax payment made earlier this month.  I'll try to include a screenshot here so you can see there is no option to adjust.  It wouldn't paste but I was able to add the file. Can this only be done when filing a report?  Can we not change a report once it is done?  Because I want to adjust a payment already made.  Any help would be appreciated.  Marie

 

Highlighted
Level 2

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

Hello again.  I played around with this a little more.  Went to a prior period before using the new tax method. When I pull up prior taxes - it shows that they are still due which is incorrect, as they were paid before the update.  BUT - it has the button "make an adjustment".  So that to me makes it obvious you have to make the adjustment prior to completing your return.  Knowing this, hopefully Feb taxes will go okay.  If I have any issues I will be back in touch.

Highlighted
Moderator

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

Thanks for updating us, @MarieGerlach.

 

The ability to add an adjustment is only available prior to filing a return. If you didn't E-File the return using QuickBooks Online, you can delete and re-record the payment along with the adjustment. Check it out:

 

  1. Go to the Taxes menu.
  2. Select the Sales Tax tab.
  3. Find the sales tax payment and click View Return.
  4. On the right side of the payment screen, you'll see the date hyperlinked in blue. Click on that to bring up the actual payment transaction.
  5. In the bottom right of the payment transaction, click Delete.

 

From there, you can re-create the payment and add the adjustment. 

 

If you would like to learn more about our Automated Sales Tax, I recommend checking out this awesome article.

 

Hit the Reply button if you have any other questions for me. I'll be here to help. Have a good one!

Highlighted
Level 3

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

So why is there a button labeled "Turn off Sales Tax" in the Settings?

Highlighted
Moderator

The new automated Sales Tax feature is HORRIBLE. In Michigan we get a credit for paying early. NOWHERE can I figure out how to add that. It won't let me switch back?

Hello LynneOO,

 

You can only use Turn off Sales Tax option if you haven't run any transactions with sales tax. Otherwise, you'll be prompt that cannot turn off sales tax.

 

If you don't want your transactions to calculate sales tax, we can go back to it and remove the check mark on the TAX box or column.

 

If you don't want to use the Automated Sales Tax, I'd recommend reaching out to our Customer Care Team. They can pull up your account and can provide additional troubleshooting steps to correct this.

  1. Click Help in the upper-right corner and select Contact Us.
  2. Enter the details of your banking concern and select Let's talk.
  3. Select how you want to reach them (phone or chat).
  4. Enter the needed information to complete your request.

You can accountant can also add advice about sales tax.

 

This article can give you an overview on how Automated Sales Tax works in QuickBooks Online.

 

We'll get back to you if you have additional queries about this.

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