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twilalouisejames
November 14, 2021
Question

URGENT I need Help to set up sales tax for state, county and city in QB Desktop

  • November 14, 2021
  • 1 reply
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I need Help to set up sales tax for county and city in QB Desktop.  Can anyone help, please?  I had set up for county only in the customer files.  How do I add the rate for the cities?

1 reply

J
JonpriL
November 14, 2021

I'm here to help share how you're able to set up sales tax, @twilalouisejames.

 

In QuickBooks Desktop, you can create a sales tax group to combine sales taxes for cities in the same county. And you'll have to create a new item for the sales tax rate in each city. Let me show you how.

 

  1. Go to Vendors.
  2. Select Sales Tax.
  3. Click Manage Sales Tax.
  4. Under SET UP SALES TAX, select Sales Tax Preferences.
  5. On the SET UP SALES TAX ITEM section, select Add sales tax item.
  6. Enter the name of your new sales tax item. Say it is the name of the city.
  7. Below the Tax Rate (%) field, enter the rate accordingly.
  8. Choose an agency for your sales tax.
  9. Select OK.
  10. Click OK.

 

Once done, go ahead and use the steps outlined in this article to create a sales tax group for each county and city sales tax: Set up Sales Tax and Sales Tax Group in QuickBooks Desktop.

 

I'm adding this article that'll help guide you through the steps once you need to start collecting and processing sales taxes: Record taxes to easily Monitor and Remit to the Appropriate Tax Collecting Agency.

 

If there's anything else that I can help you with besides how to set up sales tax, please let me know using the Reply button below. I'll be here ready to assist you. Take care and stay safe!

 

T
twilalouisejamesAuthor
November 15, 2021

May I call you?

 

I have vendor Agency already.  California = CDTFA.

 

It's the sales/invoices section I am having trouble with.  For example,  Riverside County is 7.75%  Murrieta, Temecula, and some other cities are 8.75%.  At the bottom of the invoice I code the tax as RS-Temecula my sales tax calculates 1%    ?? How do I set up the group?  I have listed all the cities that are 8.75 under Riverside County.  I don't have something right.  May I call you? 

 

Angelyn_T
Angelyn_T
November 15, 2021

I appreciate you for getting back and sharing additional details, @twilalouisejames. I'll help you with setting up a sales tax group for your invoices.

 

You'll be able to set up a sales tax group for multiple sales tax items that appear on the same sales transaction through the Item List menu.

 

Here's how:

 

  1. Open your QuickBooks Desktop (QBDT) file.
  2. Go to the Lists menu, then click on Item List.
  3. Tap on the dropdown arrow under Item.
  4. Select New.
  5. Choose Sales Tax Group as Type.
  6. On the Group Name/Number field, type your preferred name for the tax item group. 
  7. Enter each sales tax that you need to include in the group. If the tax item is not set up yet, select Add New, then follow the steps in creating a tax item.
  8. Hit OK.

 

Then, use the tax item when recording your invoices.

 

To learn more about the process, you can open this article: Set up sales tax in QuickBooks Desktop.

 

On the other hand, if you wish to connect with a live representative for further assistance, check out these steps:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk.
  5. Choose a way to connect.

 

In case you need help with displaying multiple tax rates on your transactions in the future, you can use this link as your reference: Show multiple sales tax items on an invoice.

 

If you have any other follow-up questions about sales taxes, let me know by adding a comment below. I'm just a post way to help. Keep safe!

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