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A
arkvalleyinfo
October 16, 2018
Question

My sales tax will not calculate on the sales invoice.

  • October 16, 2018
  • 4 replies
  • 0 views

The sales tax rate shows up on the invoice but the box where the amount should be shown does not calculate and does not let me enter it in manually. 

    4 replies

    U
    username259795
    October 16, 2018
    Will the invoice not calculate tax if the invoice was created before the tax agency was created. Just shows up on the invoice as a grey box with 0.00. The tax agency is confirmed to be set up for NY
    M
    michalsz2
    March 5, 2021

    Hello Im running QBB 2016 for MAC and have the same problem. 6% sales tax box is on the bottom of the invoice but it wont calculate, just shows 0.00$, It worked in the past. Any ideas?

     

    Regards

     

    mike

    J
    JonpriL
    March 5, 2021

    Hello @arkvalleyinfo

     

    Let's run the QuickBooks Utility tools and fix the incorrect calculation of the sales tax when creating your customer's invoice. Let me show you how.

     

    A. To Rebuild Data

    1. Go to File.
    2. Click Utilities.
    3. Select Rebuild Data.
    4. Click OK.

    B. To Verify Data

    1. Go to File.
    2. Click Utilities.
    3. Select Verify Data.
    4. Click OK.

    In addition, here's an article you can read to learn more about the QuickBooks tools: How to fix data damage on your QuickBooks Desktop company file?

     

    Lastly, I've got you these helpful articles you can read for ideas about how you can manage your customers and sales transactions: Sales and Customers - QuickBooks Desktop for Mac.

     

    If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.

    JaneD
    JaneD
    October 16, 2018
    Hello, @mail.

    Yes, the sales tax amount will show if the invoice was created before setting up a tax agency in QuickBooks Online.

    Let me know if you have further questions, I'll be here to keep helping.
    R
    Ryan_M
    June 24, 2019

    Hi @DEK Enterprise,

     

    I'm here to help explain why you have this situation you mentioned.

     

    The subtotal line shows the total amount of all the products and services you've entered on an invoice. It excludes any discounts or sales taxes at that point. What follows is either the discount (if you have this enabled) or the taxable subtotal, which is a part of the subtotal that will be taxable.

     

    It's the Sales tax line that comes next, and it's the total tax applied for all taxable items you've marked on an invoice.

     

    If you'd like to know how to manage sales tax payments, take some time to view the article provided. It lists the steps on how to record, adjust or delete a tax payment.

     

    I'll be here to provide further help if needed. Leave a comment below and I'll get back to you.

    JaneD
    JaneD
    October 16, 2018

    Welcome to the QuickbBooks Community, jamie.larochelle.

    I appreciate you checking in with us. Helping out with sales tax rate is my priority.

    If an invoice doesn't calculate the sales tax amount, it's possible that you're not set up to collect sales tax. If you need to collect a tax, I'd suggest checking the sales settings and then update/add the appropriate tax agency.

    Let me show you how:

    1. Go to Taxes.
    2. Click the Sales tax settings link and select Add agency.
    3. Choose a state under Agency. 
    4. Select a filing frequency.
    5. Choose a month under Start of tax period. 
    6. Set the date in the Start date range. The date should be prior to the invoice's date. 
    7. Click Save.

    Then try creating an invoice again. I'm confident that your invoice will calculate the sales tax amount. 

    Feel free to reach out again with further questions, I'm always here to help. Wishing you continues success.

    A
    arkwrightarts
    October 16, 2018
    Great answer!  It solved my problem!
    R
    russellv1
    November 29, 2018

    I am having the same similar issue. When I create an estimate, my sales taxes are not automatically calc. I receive the following message: You’re not set up to collect sales tax for this sale. If you need to collect tax, go to your sales tax settings and add/update the appropriate tax agency.

    Has anyone run across this issue? If so, is there a fix to resolve the issue?  

    J
    JanyRoseB
    November 29, 2018

    Hello there, VDC.

     

    Thanks for joining this thread. Allow me to add some additional information about Sales tax rate. 

     

    You have the same concern with one of our customer and my colleague @JaneD already provided a resolution. You can follow the steps on her post above to check the sales tax settings to resolve this issue. 

     

    For your additional reference, you can check this article: Set up and track sales tax.

     

    Once you've already process the steps and the issue still persists, I suggest calling our QuickBooks Online Support Team. They have additional tools to pull up your account and investigate this further. 

     

    You can reach our support through this link: Get help with QuickBooks Online.

     

    Don't hesitate to leave a comment below if you have any other questions about Sales tax. We're always here for you. 

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