ClaireSamanthaS
QuickBooks Team

Account management

I understand how important it is for you to have accurate sales tax reports, @allegra03. I'm here to help you fully address your concerns.

 

Currently, there's an ongoing investigation (INV-116050) regarding the missing or undisplayed Sales Tax Category field.

 

We suggest getting in touch with our live support team. They can include your details among the affected users and will keep you updated on any resolutions made by our engineers. Here's how:

 

  1. Sign in to your QuickBooks (QBO) account.
  2. At the upper right corner of your screen, select the ? Help button.
  3. Navigate to the Search tab and type your issue into the search box.
  4. Click on Contact Us and pick a method to get in touch with us

 

Meanwhile, you can modify your tax classification directly when creating an invoice. Here’s how to do it:

 

  1. Go to + New and choose the Invoice.

             Note: Fill out the necessary information.

  2. Below Sales tax, select See the math.
  3. Next to Products and services, click on Edit.

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  4. Choose Edit sales tax.

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  5. From the Other options, select Nontaxable and Done.

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  6. Hit Save and continue then Close.

 

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To find out how much sales tax you owe in QuickBooks Online (QBO), refer to this article: Check how much sales tax you owe.

If you continue to experience issues with adjusting your sales tax in QBO, @allegra03. Please don't hesitate to get in touch. We understand the urgency of accurate tax adjustments, and our dedicated support team is always available to help you 24/7. Just click the Reply button to connect with us directly. We’re committed to helping you resolve this smoothly and efficiently.

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