Set Up Automated Sales Tax Center

Hello @Michelle L,

I’d be more than glad to help you set-up the Automated Sales Tax Center. Let me show you how.

1. On the left side tab, select Taxes, then Set up sales tax.
2. You'll be asked to verify your address. Remember, we are basing tax calculations on this address so it's important that it is correct. 
   If it's correct, select Looks good.
   If it’s not, select the pencil icon then correct it.
3. Next, you'll be asked if you are required to collect taxes outside of your home state; this helps us determine the tax agencies to set up. 
   Select No or Yes.
4. If you're only required to collect tax in your home state, we'll ask you to give us a little more information: 
   When did your current tax period start?
   How often do you have to file your sales tax returns?
   When did you start collection tax for this agency?
5. If you need to collect taxes in multiple states (for example, if you ship products to many locations like Amazon sellers do), you'll need to give us information for the other agencies you pay. Your home state agency will already be listed.
   To set up all other agencies you are registered with, select Add Agency.
6. Finally, we will work on calculating tax rates and setting up agencies. You'll see a screen confirming that your setup is complete. 
   Select Got it and you'll be taken to the sales tax page.

NOTE: When Auto Sales Tax is enabled, you'll see a Permit no. field on your checks and other expense transactions. There is currently no way to turn off or remove the field.

Please check this article for more details: Set Up and Use Automated Sales Tax.

Never hesitate to post again. I’m always here to help.

I attempted to do this on Thursday last week and since then my sales tax menu is completely messed up and unusable. I called QB and apparently there is a glitch and they are working on a solution, but until that solution is done I would 100% NOT do the automated sales tax center thing even if you can find how to do it. 

Also, I had mine disappear like yours as well and then popped up in an invoice by the sales tax with a link that said something like, "Let QB help you with sales tax". Check on it, but don't do it right now! :D

I'd be very wary about moving to this new automated sales tax system. It is extremely poorly implemented and doesn't work properly.  Support is woeful, multiple calls and they waste hours of my time walking through the same steps before realizing they can't get it to work either.  I have a restaurant and need to collect sales tax for the state along with a local town meals tax - but this doesn't seem to be something they can do now.  There is no documentation.  You loose the history of what you previous liabilities and payments were.  Over a week and I can't raise an invoice.