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JenoP
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Allow me to share details on how you can mange sales tax rates, gardeningincarli.
 

QBO uses the Automated Sale Tax feature. Taxes are automatically calculated based on the business and buyer's location. This is the reason why there's no option to view or edit tax rates. 

 

On the Sales Tax Settings page,  you can see a list of tax agencies. The program uses the tax rates from these agencies in generating sales tax when creating sales transactions. I'll share the steps on how to view the tax rate used by the agency. Here's how:

 

  1. Click the + New button and select Invoice or Sales receipt.
  2. Select a customer, then enter an item in the Product/Service column.
  3. Check the box for Tax.
  4. Look for the See the math link just below the sales tax amount.
  5. The tax rate and basis of the calculation are indicated in the Location and address section.

 

Just in case the location is incorrect, just click the Edit button and select the right one. 

 

 

 

 

Aside from that, you can use this site to get the rate used in your location: Sales Tax Calculator. Just type in the address and it will tell you what rate is used by QBO in invoices and sales receipts.

 

Alternatively, there's also an option to set up and use custom tax rates. Here's how:

 

  1. Go back to the Sales tax section of the invoice or sales receipt.
  2. Click the drop-down rate for Sales tax rate and select Add rate.
  3. Type in the name, agency, and tax rate. 
  4. Choose Save

Once done, you can now use a different rate when making sales transactions instead of the automated one.

 


 

Let me know if that's all the information you need for sales taxes. The Community is always here if you need anything else. 

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