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Tovarprinting80
January 9, 2024
Question

Why does quickbooks add sales tax to tax exempt customers?

  • January 9, 2024
  • 1 reply
  • 0 views
Even though my customer is set up with a tax exemption, why does quickbooks add tax?  It is my customer that is tax exempt and not my products.

1 reply

Nicole_N
Nicole_N
January 10, 2024

Let me provide some details regarding this sales tax issue and help you point in the right direction for support, @Tovarprinting80.

 

After reviewing our database, I can confirm that we are currently investigating the continued calculation of sales taxes for tax-exempt customers. We recognize the frustration caused by this unexpected behavior and understand the urgency of resolving it promptly. Please be assured that our engineering team is actively addressing this issue and working diligently to find a resolution.

 

Although we cannot offer specific timelines for the resolution of this issue, I recommend reaching out to our Phone Support Team for immediate updates. By contacting them, you can be added to the list of affected users and receive email notifications regarding the progress of the resolution. When contacting our representative, please reference the investigation number (INV-92060). Here's how you can get in touch with them:

 

  1. Go to the Help icon in the top right-hand corner.
  2. Select Search, then press the Contact Us button.
  3. Enter your question in the box and hit Continue.
  4. Choose the best way you'll want to reach out to us.

 

Make sure to review their available hours to ensure that we can address your concerns on time. 

 

If you need to verify the amount of sales tax owed, we can generate a sales tax liability report to ensure accuracy before you submit your return to the tax agency. 

 

I appreciate your patience as we work to resolve this issue. Never hesitate to reach out if you have follow-up questions about tax-exempt customers or any other QuickBooks-related questions. 

T
Tovarprinting80Author
January 10, 2024

And why does QuickBooks not add sales tax to a taxable Customer?

S
Shania_C
January 10, 2024

Hi there, @TOvAR.

 

Allow me to share some information about your concern as to why does QuickBooks not add sales tax to a taxable Customer.

 

Reviewing and potentially adjusting the customer's tax settings, tax codes, and exemptions, as well as ensuring the overall sales tax setup is accurate, can help address the issue of QuickBooks. 

 

Double-checking transactions and items assigned to taxable customers is essential for maintaining accurate financial records, ensuring compliance with tax regulations, and reducing the risk of errors or discrepancies in sales tax-related matters. You have to verify the Customer's transactions and items are assigned to taxable customers since the issue occurred due to its tax-exempt. Furthermore, if the issue persists, I suggest contacting the support team for further investigation. 

 

Furthermore, here is an article you can use to learn how to set up, edit, and deactivate your sales tax rate and settings: Set up your sales tax in QuickBooks Online.

 

If there's anything else, you need to accomplish in QuickBooks Sales Tax. I'd be more than happy to work with you. Keep Safe!

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