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Taxes
There are several factors on why you're sales tax isn't calculating, info-atamahats-c.
First, let me share with you how Automated Sales Tax calculates. Here are those:
- The state where you have registered to collect sales tax.
- The business's physical address.
- The product mapping you've associated with the products or services you are selling.
- The customer's exemption status.
I can help you verify the settings so you can review the sales tax is correctly set up.
To start, let’s make sure that the company address is in the correct country so that the tax calculation is correct. Let me walk you through how to change the company address.
1. Go to the Gear icon, then select Account and Settings.
2. Choose Company, and click the Pencil icon beside Address.
3. Enter the Company address.
4. Hit Save, then Done.
Once done, let’s check the set up of the Sales tax in your account. Let me show you how:
1. From the Taxes menu, select Sales tax settings located in the upper right corner.
2. Choose Add agency, and in the Filing frequency box choose a tax period.
3. Hit Save.
After that steps, let’s create a sample invoice to check if the address and tax are saved. Here’s how:
1. From the Plus (+) icon, select Invoice under Customers.
2. Select the Customer’s name and enter the email.
3. Under Product and Service, choose the product and enter an amount.
4. Make sure that the box under Tax is checked, then click the see the math link below the Sales tax amount.
5. From the pop-up window, under Your tax agency and standard rate, verify if the amount is correct. If you have another rate, you have an option to Override the amount. I've attached a screenshot for your reference.
The next steps, use another supported browser as an alternative.
Lastly, you’ll want to contact our Support team if the issue persists. They can securely check your account and investigate this matter. Here's how to contact them in your QuickBooks account:
- Go to the (?) Help icon.
- Click Contact Us.
- Enter Sales tax is not calculating field and click Let's talk.
- Choose either Start messaging or Get a callback to get in touch with them.
I'll be adding a few related articles for you to be familiar with Automated Sales Tax:
I'd appreciate it if you'll keep us posted once your sales tax is already calculated correctly. We're always here to assist you.