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mapleaf18
October 9, 2023
Question

How do I disable the automatically calculated sales tax and continue to select my sales tax manually due to working in several different counties?

  • October 9, 2023
  • 2 replies
  • 0 views
I need the manual sales tax selection to be the default, not automatic sales tax which only applies to my area.  I work outside my area.

    2 replies

    DivinaMercy_N
    DivinaMercy_N
    October 9, 2023

    Hello there, @mapleaf18. I'll share details and steps to help you turn off the automated sales tax and default a custom rate in QuickBooks Online (QBO).

     

    Thanks for sharing information about your sales tax concern. Turning off the sales tax feature depends on what sales tax system your QBO is currently using.

     

    For Automated sales tax experience, you have the option to turn off the sales tax. However, once the feature is disabled, you're unable to add sales tax to your invoices. That said, you can manually select the appropriate tax rate when creating one. 

     

    Additionally, defaulting a specific sales tax rate is unavailable in the new sales tax system (Automated sales tax experience).

     

    If you still want to turn this off, below are the steps you can follow:

     

    1. Navigate to the Taxes menu then click Sales tax.
    2. Next, select the Sales Tax Settings button.
    3. Then, click Turn off sales tax.
    4. Choose Yes to confirm. 

     

    For reference, check out this article: Turn off sales tax in QuickBooks Online.

     

    If you're still using the old sales tax system (Manual sales tax experience), here's how you can default a tax rate: Default customer sales tax rate in QuickBooks Online.

     

    The program also allows you to check how much sales tax you owe by running a Sales Tax Liability report.

     

    If you need further assistance or if there is anything you'd like to ask about managing your sales tax, please don't hesitate to leave a reply below. I'll be here to provide a prompt response. 

    BigRedConsulting
    BigRedConsulting
    October 9, 2023

    @DivinaMercy_N   RE: I'll share details and steps to help you turn off the automated sales tax and default a custom rate in QuickBooks Online (QBO).

     

    Well, you wrote that you would do that, which is a good start, but then you didn't actually tell us how to do that.

     

    So, how do we "turn off the automated sales tax and default a custom rate"? You know, like QuickBooks Desktop, where you can pick the correct tax item to use based on what is appropriate for the sale?

      E
      eyenstein
      March 9, 2024

      Same issue here, QBO switched us to automatic sales tax without us wanting it and it creates extra steps on every single sales receipt or invoice now! They obviously don't know or care how people use their product. 

       

      CAN YOU JUST TELL US IF WE CAN TURN AST OFF AND REVERT BACK TO MANUAL SALES TAX SELECTION WITH A DEFAULT?!?!? 

       

      This is what works for us. I'm sure that there was a small percentage of QBO users for whom this worked but not us.

        K
        Kurt_M
        March 9, 2024

        Hi there, @eyenstein.

         

        It isn't the experience we want you to have when using the program, and we recognize the relevance of having the option with fewer steps when managing sales taxes inside QuickBooks Online (QBO).

         

        As previous representatives provided, please be aware that the option to turn off the automatic sales tax is available after you get rid of or delete those transactions with sales taxes. Once you're through this, refer to this page for more details: Turn off sales tax in QuickBooks Online.

         

        If the issue persists, and you're unable to revert back to manual sales tax, we recommend contacting our Customer Care Team so they can gather more details and come up with a fix. We'll input the steps to get you going:

         

        1. Sign in to your QuickBooks Online company.
        2. Select Help (?).
        3. Select either tab to get started:
        • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
        • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
          • Start a chat with a support expert.
          • Get a callback from the next available expert.

         

        Please see this page for more information: QuickBooks Online Support.

         

        On the other hand, here's an article to help you manage sales taxes inside the program and keep track of all the transactions you've entered inside your company file:

         

         

        We're only a click away if you need further assistance with your sales tax-related concerns. The Community team is always ready to help, and we'll make sure to respond as soon as possible. Keep safe.

        BigRedConsulting
        BigRedConsulting
        March 10, 2024

        @Kurt_M  RE: It isn't the experience we want you to have when using the program, and we recognize the relevance of having the option with fewer steps when managing sales taxes inside QuickBooks Online (QBO).

         

        Of course it is. It's what Intuit built, and what you continue to offer, and so it's - by definition - what Intuit wants customers to experience.

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