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giudidetorres
April 9, 2020
Question

QB online has changed it sales tax processing. It does not work for me. is anyone else having problems with new sales tax system?

  • April 9, 2020
  • 20 replies
  • 0 views
Original commenter did not share additional details

    20 replies

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    Rose-A
    Rose-A
    July 10, 2021

    Hi, userprice.carrie.

     

    I'd like to check this for you and get it taken care of myself. However, as much as I would like to get this handled directly, deposit and tax issues need the assistance of our phone support for security purposes.

     

    I know you've already called in. However, I still suggest getting in touch with QuickBooks Online Support. They'd be able to help review the transactions. You can check out our support hours to ensure we address your concern on time. Here's how to get in touch or chat with us:

     

    1. Click the Help (?) icon.

    2. Choose Contact Us.

    3. Enter a  brief description of your situation in the What can we help you with? area, then click Let's talk.

    4. You'll be presented with a few options for connecting with Intuit. Select Chat with us.

     

    In the meantime, you can always visit our Help Articles page for QuickBooks Online in case you need some reference for your future tasks.

     

    I'm always around to lend a hand if you have more questions. Just tag my name in the comment section so I can assist you further. Take care and have a good one.

    U
    Unclesam87
    August 10, 2021

    I'm having a problem on mobile. I create an estimate and add a line item. I change the sales tax jurisdiction to the correct one, save, and when it saves it removes sales tax. I reopen the estimate to edit, and the sales tax jurisdiction is set to an arbitrary test one.

    DivinaMercy_N
    DivinaMercy_N
    August 10, 2021

    Thanks for joining this conversation, @Unclesam87.

     

    I’m here to share with you a few troubleshooting steps so you can add the correct tax for items on your estimate.

     

    To start, let's make sure that your mobile app is updated to the latest release version. This is to prevent any issues when running the program. 

     

    If verified that the mobile app is updated and still experiences the same thing. Let's now check if you can easily add the sales tax on your estimates using the web browser. If it does, go back to your mobile app and clear the data. Refer to the steps below.

     

    For Android

    1. Go to the More Options ⋮ menu.
    2. Select Settings.
    3. Click Refresh Data.
    4. Choose Yes.

     

    For iOS

    1. Navigate to the Menu ☰ icon.
    2. Click Help & Feedback.
    3. Look for Refresh Data.
    4. Click Refresh.

     

    After that, create estimates again. 

     

    In case you want to add new sales tax rates using the QBO mobile app, below are the links that can help you depending on the device you use:


    If there is anything else I can do to further help you apply sales tax on your estimates, please post a response below. I am always available in case you need it. Take care. 

    3
    3fifi
    September 16, 2021

    It does. Not work for me either I want to go back to the old sales tax system. When I make the invoice it made my florida sales tax inactive and all my invoices say florida inactive and you are forced to use the custom one. When I run a report it shows all the invoices inactive with my sales tax. When I go the the sales tax setting it show that my tax agency is active not inactive. How can we go back to the old version. Not only is it causing extra hours at work to figure out it threw off all my invoices. Very disappointed with this change 

    LieraMarie_A
    LieraMarie_A
    September 17, 2021

    Hi there, @3fifi. I'm here to share some details about how sales tax works on QuickBooks Online (QBO).

     

    With the new automated sales tax in QBO, it automatically calculates the total tax rate for each sale based on the following:

    • Your customer's tax-exempt status
    • Where you sell and where you ship
    • Your service or product's tax category

     

    The tax agency and rate will depend on the customer's address. You can check the location set up on the customer profile. Then, enter the correct address to allow QuickBooks to calculate taxes correctly. 

     

    Here's how to verify the address:

    1. Go to Sales from the left menu, then Customers.
    2. Open the customer profile, then click Edit.
    3. On the Customer information window, go to the Address tab.
    4. Enter the correct billing and shipping address.
    5. Click Save.
    6. Once done, check again the invoice. You can delete and re-create it for changes to take effect.

     

    Additionally, you can run the Sales Tax Liability report to view your sales tax info anytime. When the calculation of taxes does not coincide with the actual rate, you can override the sales tax rate. Click the See the math or Sales tax link below the tax amount. Then, choose the Override this amount hyperlink on the pop-up window

     

    The Community is always ready to listen and assist you with your concerns. We'll always have your back. Have a great day.

    M
    muenstermann
    January 14, 2022

    QBO's tax system is completely out of whack. Now if I go based on location it gives a completely different calculation than if I go based on the state tax. Yet, they are the exact same tax base. And when I look at QBO's math they state they are using the same tax base. BUT EVERYTHING IS CALCULATED DIFFERENTLY at the final calculation.  

    M
    muenstermann
    January 14, 2022

    Wow, Now it is even more confusing. I am entering a non-taxed service invoice and I get this huge banner: "This date and sales tax rate don’t mix—kind of like oil and water. The sales tax rate for 01/11/2022 is different from what's selected. Make sure you update it before you save."

     

    The whole "Oil & Water Comment" is extremely weak and only adds to the QBO's disastrous tax management calculations.   

     

    AND YET THERE ARE NO TAXES on this invoice!!! 

    Tori B
    Tori B
    January 14, 2022

    Hello, @muenstermann

     

    Thanks for taking the time to follow the thread and sharing your concerns here in the QuickBooks Community. 

     

    I recommend contacting our QuickBooks Online support team. This way, an agent can review your account in secure environment and use their tools to screen share with you so they can investigate this matter further. You can use the link that I've included below to connect with an agent. 

     

     

    Please let me know if you have any questions or concerns. Take care!

    S
    sjkcpa989
    November 3, 2022

    It is horrible and inaccurate. Wondering how to submit a formal complaint so the software engineers will fix this.

    K
    ksachse1
    January 14, 2023

    Also having an issue.

     

    My sales tax report includes transactions for tax-exempt customers and for customers who are in states that we haven't reached nexus for and haven't collected tax on.

     

    How do we fix this?

    Daniela_A
    Daniela_A
    January 14, 2023

    Thanks for reaching out to us, @ksachse1.

     

    I would love to help you, but I just need extra details about your concern. May I know what specific tax report you mean?  Or would you mind sharing a screenshot? This way, I can check and provide the correct resolution.

     

    Any additional information will be greatly appreciated. Looking forward to your reply.

    S
    sjkcpa989
    January 14, 2023

    Sales Tax Liability Report showing no non-taxable sales

    D
    DENS
    June 26, 2023

    It’s a mess!  It is pulling up invoices from 1997 and saying they are taxable!  I don’t have any taxable sales now or in the past!  And I can’t correct it, even after calling support.  This is ridiculous!!

    T
    tt0502
    August 12, 2023

    yes, I am having this same issue. I have used quickbooks online for years. Now my Sales Tax Center is showing blank. This is a TOTAL MESS!!! I did manage to pull Sales Tax Liability report that shows the sales tax I owe for July 2023, however, while i was in my Bank Account register, i have now noticed that while the amount and check remain listed in my register, the State Tax Department name for WHO the check was made out to is showing blank and if i try the search feature for the amount of a previous Sales Tax payment, NOTHING shows up. This has got to be fixed!! Up until now i have LOVED Quickbooks!!! I sure would hate to switch to something else. But it is making sales tax reporting almost impossible.

    C
    ChristineJoieR
    August 12, 2023

    Thanks for bringing this up, @tt0502. I appreciate your patience and effort in performing the suggested solutions above. Let me provide the steps for contacting our support team in QuickBooks Online.

     

    Before that, we understand the frustration of not having this process as anticipated and the significance of getting this fixed as quickly as possible.

     

    We suggest calling our support team to further check the error you encountered. 

     

    Please see the steps below:

     

    1. Log in to your account.
    2. Click the Help button at the top right corner.
    3. Go to the Search tab, then select Contact Us.
    4. Enter a brief discussion with your concern, then click Continue.
    5. Choose to Have us call you to connect with us.

     

    The Community is here for you 24/7 on the clock. If you need to drop your additional comments, notify us below. Keep safe.

    ragenegg
    ragenegg
    August 17, 2023

    I too am having a problem with sales tax in QBO. When I import sales receipts from connect to square app everything except for TIPS has TAX box selected on the sales receipts. This throws off my nontaxable sales total in the sales tax center. I can manually work around by opening each receipt and unchecking the box then select custom tax rate but I do not want to do this for every transaction.

     

    Please ask the developers to fix this. If the software cannot report tax properly what other errors is it making that I am unaware of?

    I am starting to lose confidence in QBO if they have been reporting this problem for years and it still exists. Maybe I should have stayed with the desktop version.

    R
    RRKTX
    August 12, 2023

    YES!  SAME!

      E
      Electricpreacher
      March 21, 2025

      Yes!! Sales tax are being made much more complicated every time I file! About the time I get it figured out it changes with very little user interface. I feel like someone else is taking over my business and they don't know what they're doing.

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