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melvin1
May 15, 2024
Question

I would like to be able to charge sales tax to my taxable customers and NOT charge tax to my non taxable customers. taking away this option was stupid on your part.

  • May 15, 2024
  • 1 reply
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I would like to be able to charge sales tax to my taxable customers and NOT charge tax to my non taxable customers.  taking away this option was stupid on your part.  

    1 reply

    M
    mikemike236
    May 15, 2024

    Agree 100%, it used to be a drop down menu on the invoice screen. Now you have to make sure you click the "SEE HOW THE MATH IS CALUCLATED" button to make sure you are charging the correct tax. I have one tax for sales, another for rental and several others for tax exemption and it's EXTREMELY easy for my guys to miss this critical step, resulting in us charging incorrect taxes. 

    Might not be a big deal to Intuits programmers, but Intuits programmers are not business people and have no clue what their customers needs are, but they incorrectly believe they know best. This new interface is so poorly thought out. We are now considering switching to Frazer. 

      JoesemM
      JoesemM
      May 15, 2024

      Hello there, melvin1 and mikemike236. 

       

      You'll still be able to charge your taxable customers by going to their tax profiles. Then, if you need to adjust the tax rate when generating the invoice, simply select "See the math" and then choose a different tax rate.

      I understand that in the old layout, you could easily select the tax rate, without selecting the see the math option. We want to let you know that we value and appreciate all feedback and suggestions related to our products. If you have any comments or requests for new features, you can directly submit them to our product engineering team by following these steps:

       

      1. Go to the Gear or Settings icon and select Feedback.
      2. Enter your comments or product suggestions.
      3. Click Next to submit feedback.

       

      You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

       

      I'll be sharing these additional resources that will guide you in calculating your sales taxes in QuickBooks:

       

       

      Feel free to post here if you have any questions about sales tax or any QuickBooks-related concerns. I'm always here to help. Stay safe.

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