I'll share information about sales tax calculations to help you charge cash sale invoices accordingly.
The tax calculation in QuickBooks Online (QBO) is based on the customer's sales tax-exempt status, the destination of your product shipment, and your service or product sales tax category.
Therefore, verifying your items, customers, and sales location is essential to ensure they are taxable and determine if invoices should be charged.
To begin with, here's how you can check your item's tax category:
On the left navigation panel, go to Sales.
Select Product & Services.
Review each of the items in the Taxable column.
After that, let's verify your customer's status with these steps:
Go to Sales, then Customers.
Select the customer to whom the invoice is for.
Click on Edit and move to the Additional info section.
From there, make sure your customer is taxable.
Lastly, review your Sales Tax Settings to check for the sale's location and the agencies you're paying tax for.
Once confirmed, let's utilize a private window to prevent using corrupted existing cached files that cause unusual behaviors when using QBO in carrying out different business tasks. You can utilize these keyboard shortcuts:
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Shift + N
Google Chrome and Microsoft Edge: Ctrl + Shift + N
If your sales tax finally charges your invoices, clear your regular browser's cache to refresh the website's preference. Also, to ensure the best and most secure browsing experience, kindly take note of our list of supported browsers.
Feel free to comment in this thread for questions and clarifications about sales tax calculations or other related concerns in QuickBooks Online. We always have your back.