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December 9, 2024
Question

How do you stop sales tax keeps reverting to calculated at source rather than destination?

  • December 9, 2024
  • 1 reply
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Every time the invoice is opened, the shipping address gets changed back to default and the sales tax gets recalculated on shipping address. For Texas it needs to be done at the destination of service.

    1 reply

    December 9, 2024

    To clarify, if you change the address on the invoice, the changes will only reflect on that particular invoice and will not affect others. Therefore, you must edit the customer profile to make the changes permanent.

     

    QuickBooks Online calculates sales tax based on location using the following criteria:

     

    • Your customer's tax-exempt status
    • Where you sell and where you ship
    • What you sell

     

    You need to change the shipping address on the customer profile so that the changes will apply every time you choose that customer.

     

    You need to modify the shipping address in the customer profile to ensure that the changes are applied consistently whenever you select that customer.

     

    Once completed, if the issue continues, please refer to this article for comprehensive information on performing basic troubleshooting steps:

    Troubleshooting browser problems.

     

    For reference, check out this article: Manage sales tax payments in QuickBooks Online.

     

    If you want to know how much taxes you owe, refer to this link: Check how much sales tax you owe in QuickBooks Online.

     

    If you require further assistance, please let me know by replying to this forum. I'm always available every time.