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JonJon93
December 12, 2024
Question

Sales Tax Section Missing from Products/Services Creation/Editing

  • December 12, 2024
  • 2 replies
  • 0 views

 

Afternoon folks,

Wondering if this is a bug or what. The 'Sales Tax' section of Product/Service item creation or editing has suddenly disappeared for me. Creating a new item or editing an existing one, the space for the section still exists but there is no interaction possible.

 

I've tried browsers (Chrome, Edge, Firefox, Safari), computers both Mac and Windows, and even downloaded the desktop app and tried that on both computers.

 

I am completely unable to edit sales tax, and a majority of our products are non-taxable. If I create a new one, it automatically makes it taxable.

 

Anyone have ideas for a fix? Much appreciated,

 

 

2 replies

N
NerbynMaeI
December 12, 2024

Welcome to the community, JonJon93. 

 

Thank you for your effort in trying a different browser.  I understand your concerns about setting the tax classification for your services and how it affects your business. I will ensure that you receive the necessary assistance to resolve this issue promptly.

 

Currently, there's investigating of the issue with editing sales tax in QuickBooks Online. No worries, our engineering team is working hard to fix the problem as soon as possible. 

 

I highly recommend contacting our live support team, they will add you on the list of the affected users and they'll informed you once the issue is resolved. Here's how: 

 

  1.  Log into your QuickBooks (QBO) account.
  2.  Click the ? Help button at the top right corner.
  3.  Go to the Search tab and enter your concern in the search field.
  4.  Select Contact Us and choose a way to connect with us.

 

Meanwhile, you can also do this to change the classification of your tax by editing it when creating an invoice. Here's the steps: 

 

  1.  Go to + New and select Invoice.
  2.  Fill out the necessary details.
  3.  Click on See the math.

 

       

4. Select Edit.

5. Click Edit sales tax. 

 

6. Pick a category and click Done.

7.Select Save and continue then Close. 

 

Moreover, please check out this link to check your reports:  review sales tax reports

 

If you need further assistance about your sales tax in QBO, just click the reply button below and I am here to extend my helping hand. Have a good day! 

J
JC2018
December 18, 2024

When I tried to create a new invoice on Monday Dec 16th the city sales tax is missing but the state tax is there.

 

When I try to override the tax it turns a shade of gray- doesn't give me that option.  Also, the city tax location is not on the drop down of agencies.

 

I've tried contacting QBO twice both by chat and phone call.  Not resolved as of today.  Any suggestions as I'm not able to invoice the customers at all this week

E
EmaicaD
December 18, 2024

Thank you for joining the thread, @JC2018.

 

It's possible that the agency has been marked as inactive. Additionally, you mentioned that you override the tax however it's grayed out, which could possibly indicate that the custom rate in the Sales Tax settings has also been inactive. You need to re-create a custom rate to ensure it appears when generating an invoice.

 

I will guide you through the process of reactivating the agency.

 

Here's how:

 

  1. Route the arrow to Taxes, then select Sales Tax.

 

       2.  Click Sales Tax Settings.

 

 

        3. Find the agency that is inactive, then click Make active.

 

 

 

To add tax rates of the agency:

 

  1. Please click the dropdown arrow beside Add agency.

 

        2. Select Add custom rate.

        3. Kindly, put the information that is needed to be filled.

        4. Click Save.

 

You'll see that it's now reflected in invoice, and you can choose what tax rate is applicable.

 

 

Furthermore, you can access this article for more information about editing sales tax rates and agencies, and adding a combined tax rate: Set up your sales tax in QuickBooks Online.

 

And, if you desire to set a default sales tax rate for all of your customers you can open this article to learn: Default customer sales tax rate in QuickBooks Online.

 

Should you require further assistance in navigating through the sales tax settings, feel at ease to reach out. I am here to provide guidance in maximizing your utilization of QBO. Take care.

 

F
fix-taxes-please
December 13, 2024

I posted about this yesterday - it looks like it was a bug as we are now seeing the Sales Tax section for our products and services.

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