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TRi-Smandy
Level 1

We use Automated sales tax in QB and they have been paying what the state says each month. I realized they don't always match and I cannot adjust the amount in QB. Help!

We run on cash basis and I am also wondering if it would be more accurate to pay quarterly instead of monthly
2 Comments
BettyJaneB
QuickBooks Team

We use Automated sales tax in QB and they have been paying what the state says each month. I realized they don't always match and I cannot adjust the amount in QB. Help!

Hi there, @TRi-Smandy.

 

You've got me here to provide some insights on how state sales tax calculation is accumulated in QuickBooks Online.

 

The Automated Sales Tax feature in the system automatically tracks and calculates sales taxes according to your answers during the setup process. QBO looks at a variety of information for the tax calculation.

 

These are the following:

  • The state where you have registered to collect sales tax.
  • The physical address of your business.
  • The physical address on the sales receipt or invoice.
  • The product mapping you have associated with the products or services you are selling.
  • The exemption status of your customer.

If you'd like to check the calculation breakdown, you may click the Sales tax link on the transaction. Here's a great resource that you can visit which contains more information with sales tax from the set up to filing them: Learn how to set up and use the automated sales tax feature in QuickBooks Online.

 

When it comes to paying your taxes, this depends on the schedule that was given by your state. To verify if you can switch to paying them quarterly, you may reach out to your state agency.

 

Lastly, if the calculation of the sales tax in QuickBooks is incorrect, you can manually override the tax amount for the meantime. I'd also suggest contacting our Customer Care Team, to further isolate the root cause of this matter.

 

If you have further questions or concerns, feel free to reach back out anytime. Have a good one!

Fiat Lux - ASIA
Level 15

We use Automated sales tax in QB and they have been paying what the state says each month. I realized they don't always match and I cannot adjust the amount in QB. Help!

@TRi-Smandy 

As additionall option, explore this AST Filing and Reporting app to integrate with your QBO.

https:// taxjar.grsm.io/mytax

 

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