Thanks MarylandT for the quick response. Our multiple tax rates are within the same state and there is only one tax agency available on the drop down list. We do work in different "counties" that have different tax rates and they must be taxed at their rate, so I would be adding the same tax agency to the list. The sales tax does not change based on the address of the invoice. I have to override the tax rate every time I do an invoice that has a different tax rate. A couple of times after I have logged out of QB and gotten back in I was double checking my figures and on the invoices that I had to override the tax rate, somehow it reverted it back to the original tax rate that I have set up. (does that make sense? ) When I tried to add a combined tax rate as listed below from the QB tutorial when I select TAXES from the left menu there is no RELATED TASKS list on the right and when I tried to "add tax rate agencies" it does not ask me to choose COMBINED TAX RATE and I can't complete the following steps. This is where I'm having my problem. To add a combined tax rate: From the left menu, select Taxes. Under the Related Tasks list on the right, choose Add/edit tax rates and agencies. Select New, then choose Combined tax rate. Enter a name for the combined rate and the different sales tax requirements. (Optional) Choose additional components. Select Save. The desktop version is so much more accommodating to these issues. I know there has to be a way that I do not have to override the tax rate every time I do an invoice.
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I am trying to set up multiple sales tax rates in QB online and I have plowed through all of the tutorials and answered questions here and the directions they are giving me can not be done. I have Small Business Essentials online edition. I'm wondering to I need to upgrade to the "Plus" edition in order to do this. Under my customers tax tab there is only a place to click for tax exempt. I am cash basis. Also under my sales tax liability report they have my sales tax under 3 different reporting agencies which is incorrect (all for one state). Any suggestions? Thanks.
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