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david-blipy-tv
Level 1

How to change tax authority

 
1 Comment 1
MJoy_D
Moderator

How to change tax authority

I'm here to help you with changing your tax authority, @david-blipy-tv

 

First, deactivate the initial tax authority you set. Then, create a new one.

 

To deactivate tax rates:

 

  1. Go to the Taxes menu and click on Edit tax in the top right corner of the tax you want to deactivate.
  2. Select Edit rates and click the green toggle option.
  3. For custom rates, Under Action, select Edit and then click Make inactive.

 

Once done, create a new tax rate and agency or authority if haven't added one yet. Follow these steps:

 

  1. Go to the Tax menu at the left panel and select the Add tax button.
  2. Choose Custom tax.
  3. Fill in the necessary field.
  4. Click 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).

 

If there are existing transactions that you need to edit using the new rate, you'll have to manually open them individually and toggle them to the correct rate. Feel free to use this link for more details in handling your sales taxes: Edit tax rate in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns about changing your tax authority. Keep safe and have a wonderful day!