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March 18, 2024
Question

How do I reach out to qb & tell them they have incorrect information reporting for customer location for sales tax? Customer is in Ulster Cty & qb shows it as Orange Cty

  • March 18, 2024
  • 1 reply
  • 0 views
I keep having to take out the shipping address to make it report as Orange Cty tax instead of Ulster Cty tax. According to NYS jurisdiction - the correct tax is Orange Cty for this customer. But QB keeps recognizing it as Ulster Cty. Where can I put in a support ticket to get this fixed? Thanks

1 reply

March 18, 2024

Hello, @otsds.

 

Thanks for posting to the Community. I’m here to share details about the sales tax location in QuickBooks Online (QBO).

 

QuickBooks automatically calculates the total tax rate for each sale based on the following:

  • Your customer's tax-exempt status
  • Where you sell and where you ship
  • What you sell

 

Once you have ensured that your sales tax locations are correctly set up and verified, we invite you to get in touch with our support team. This proactive approach allows you to benefit from our professional guidance, ensuring that your setup is both accurate and optimized. Our support team stands ready to assist with any further inquiries or requirements, guaranteeing a smooth and effective operation.

 

  1. Go to the Help icon.
  2. Select Contact Us.
  3. Enter your concern, then click Let's talk.
  4. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Moreover, you might find it helpful to refer to this article that guides you on how to incorporate a sales tax category into your products and services in QuickBooks: Add a sales tax category to products and services in QuickBooks Online.

 

I'm here to offer any further QuickBooks assistance you might need. Simply leave a comment, and I'll be delighted to assist you promptly.

otsdsAuthor
March 22, 2024

Great! Thank you so much for your help!