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Lynnette1969
June 11, 2020
Question

Deleting a tax code

  • June 11, 2020
  • 1 reply
  • 0 views

I have a tax code "P" that is inactive in QB desktop, the "P" tax code is also inactive in my lawn care software  When I sync the two the "P" code comes up and changes the billing amount on customers.  My lawn care support team has been trying to fix this issue for months but the issue keeps happening.  They have gone through all the customers to ensure they have no "P" code anywhere.  I can't delete the "P" tax as is says it is linked to at least on account, yet we are unable to find that account.  Why would the program revert back to this tax code even though it is inactive in both programs

1 reply

J
JamesDuanT
June 11, 2020

Let's get this sorted out, Lynnette1969.

 

Tax codes are the determiners whether the items are taxable or not. There are several reasons why the tax code appears in your customer transactions. It could be:

  • The customer profile in QuickBooks is taxable.
  • The items are taxable.

Here are the things that we can do:

  1. Make the "P" tax code active temporarily.
  2. Ensure that it is not the default tax code in the Preferences.
  3. Review the customer profile's Sales Tax Settings.
  4. Review the item's Tax Code.
  5. Change the tax code on the existing transactions.
  6. Make the tax code inactive.

Here's how to make the tax code active:

  1. Click Lists at the top menu and select Sales Tax Code List.
  2. Mark the Include inactive box at the bottom.
  3. Remove the X mark on the P tax code.

Here's how to review the default tax code in the Preferences:

  1. Click Edit at the top menu and select Preferences.
  2. Select Sales Tax and go to the Company Preferences tab.
  3. Review the default Taxable item code and change it if necessary.
  4. Click OK.

Here's how to review the customer profile:

  1. Click Customers at the top menu and select Customer Center.
  2. Double-click the customer profile and go to the Sales Tax Settings tab.
  3. Review the TAX CODE field.
  4. Click OK.

Here's how to review item's tax code:

  1. Click Lists at the top menu and select Item List.
  2. Double-click on the item and review the Tax Code.
  3. Change it if necessary and click OK.
  4. Do this to the other items.

Then, we can review the transactions and change the tax code:

  1. Open the existing transactions and change the tax code.
  2. Click Save and select Yes to confirm the action.

Lastly, you can make the tax code in active again and sync with your lawn care software.

 

Let me know how this goes so we can further assist you. Have a great day!

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