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C
cmoyercpa
December 21, 2020
Question

Assign an existing sales tax rate to a tax agency

  • December 21, 2020
  • 1 reply
  • 0 views

I turned on sales tax automation and went through the setup steps.  However, I failed to assign all my existing sales tax rates to my tax agency.  I can add a tax rate under this tax agency, but I cannot go back and assign an existing tax rate to my existing tax agency.  I tried to turn sales tax off and start fresh but I can't do that either.  A

1 reply

Rubielyn_J
Rubielyn_J
December 21, 2020

Let me provide some information about sales tax in QuickBooks Online, @cmoyercpa.

 

When you go to the Tax agency page, you can only select a Filing frequency. Thus, there isn't an option to assign an existing sales tax to an agency. 

 

You may consider deactivating your existing tax rates then create a new one to assign a tax agency. 

 

Here's how: 

  1. In the Tax Center, choose Edit Tax.
  2. Click Edit Rates.
  3. Select the Tax you want to delete/inactive.
  4. Under column, click Edit.
  5. Select Make Inactive to complete the process. 

To add a tax rate and agency, you may follow these steps:

  1. From the left menu, choose Taxes.
  2. Under the Related Tasks list on the right, click Add/edit tax rates and agencies.
  3. Select New and choose either a single or a combined tax rate.
  4. Enter a name for the tax, the agency you pay, and the percentage for the rate. 
  5. Once done, click Save.

I've also added this article to learn more about sales tax in QuickBooks Online: Use automated sales tax on an invoice or sales receipt.

 

Feel at ease to leave a comment below if you have queries about the process. I'll be happy to help you. Have a great day. 

C
cmoyercpaAuthor
December 21, 2020

Thanks for the quick response

 

I'm not sure we are talking about the same thing.  Please see my screenshot.  The only place I can deactivate tax rates is in the products and services list.  I tried making the tax rate inactive and then creating one with same name in sales tax settings, but I get an error when I do that.  I would like to keep the same name I have now because I have some integrations that are dependent on that sales tax rate name

J
JonpriL
December 21, 2020

Hello @cmoyercpa,

 

As of the moment, there isn't an integrated way to edit the agency associated with a tax rate after saving it. Let's consider making the existing rate inactive and create a new one so you can assign it to the correct agency.

 

Based on your screenshot and I'm assuming you wanted to edit the agency associated with the custom tax rate, right? On the page same with your screenshot, go to the Edit menu for Dutchess County, and select Make inactive.

 

Once done, you can go ahead and click Add rate. From here, you can create a new sales tax rate and make sure to assign it to the correct agency. Learn more about your sales tax with this article: Turn on Tax Tracking.

 

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Tax Topics for QuickBooks Online.

 

If you have any other concerns, please let me know by leaving any comments below. I'll be here to lend a hand.

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