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jngari
Level 1

How do I edit a Tax Agency?

 
5 Comments
ReaM
QuickBooks Team

How do I edit a Tax Agency?

Hello there, jngari,

Let's update your tax agency's information.

There are things that you need to know before correcting the agency's information: 

  • You can only edit component rates.
  • To check a combined rate, make changes to its component rates.
  • You can't make changes to the Tax Rate field.
  • If the rate needs to change, deactivate the existing tax name and rate.
  • Then create a new tax with the rate you want.

If you want to edit a tax rate, here's how:

  1. Go to Taxes from the left menu.
  2. Under the Related Tasks list on the rightchoose Add/edit tax rates and agencies.
  3. Choose the rate that you want to change then select Edit.
  4. Enter the new rate. 
  5. Select Save.

Once done, please be reminded that the new rate is available for new transactions only and the earlier rate can no longer be used.

On the other hand, if you're referring to an agency's name, here's how:

  1. Go to Taxes.
  2. Under the agency name, choose Edit.
  3. Enter the new name, then select Save.

Editing the Sales Tax Agency's name is possible through the Taxes page. However, the agency name that'll show on your sales forms would still be the old name or the initial name that you've entered.

For additional information, you can check out these articles: 

Let me know if you need further assistance in updating a tax agency's information in QuickBooks. I'm always here to help.

Pallavi Patil
Level 1

How do I edit a Tax Agency?

Can I change the Tax Agency Name on the Invoices?

Angelyn_T
QuickBooks Team

How do I edit a Tax Agency?

Thank you for joining the thread, @Pallavi Patil.

 

As mentioned by ReaM above, were able to change the sales tax agency name through the Taxes page but the agency name that'll show up on your sales forms is the initial name created.

 

To edit a tax agency name:

 

  1. Click on Taxes at the left pane.
  2. On the Tax page, click on the drop-down arrow beside Tax and select the correct agency.
  3. Click on Edit (name of the tax agency) beside Add tax.
  4. Tap on Edit Settings.
  5. Update the name under Tax agency name.
  6. Hit on Save.

g14 1.PNG g14 2.PNG g14 3.PNG

 

To update the tax agency name on your invoices, you can add a new agency with the same information or rate with the old one. 

 

To add a new tax agency:

 

  1. Click on Add tax on the Tax page.
  2. Under Add tax, select Custom tax.
  3. Fill in the necessary information and add a new tax agency.
  4. Tap on Save.

g14 4.PNG g14 5.PNG g14 6.PNG

Once completed, use that agency name to your invoices.

 

For additional reference about taxes, feel free to read our QuickBooks Online help articles.

 

Leave a comment below if you have any other QuickBooks questions. I'm always here to help. Have a good day!

sayem
Level 1

How do I edit a Tax Agency?

Hello,

 

Please check https://ibb.co/Nj4DcG4 and let me know from where I can change/rename this "National Board of Revenue" ?

 

Thank you for your time.

ChristieAnn
QuickBooks Team

How do I edit a Tax Agency?

Hi there, sayem.

 

I appreciate you for proving a screenshot and I'm glad to share steps on how you can change/rename the National Board of Revenue in your invoice.

 

I suggest going to the Tax page. From there, you can change or rename the National Board of Revenue.

 

Here's how:

 

1. Click Taxes from the left-hand pane.

2. Click the Edit Tax/Vat drop-down button. Then, select Edit Settings.

3. Edit or correct the name of the tax agency name.

4. Hit the Save button.

 

However, when you print/preview your invoices with the edited/updated Tax Agency name, it will still show the wrong or previous tax name. This is because it has been reported as an ongoing issue.

 

I suggest contacting our QuickBooks Support Team, so they can add you to our notification list. This will help our product engineers determine the number of affected users. You'll also receive an update through email once this has been resolved.

 

As a workaround, you can create a Custom tax to be able to set up new Tax name or VAT information and apply it to your sales transactions. Please follow these steps:

 

  1. Click Tax at the left panel.
  2. Select the Add tax button.
  3. Choose Custom tax.
  4. Fill in the necessary field.
  5. Hit the Save button.

 

Please check this article to see steps on how to deactivate the tax rates and add group tax in QuickBooks Online: How do I set up sales GST/VAT rates and use them on forms? (International QBO).

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.