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lplatt-lytespeed
March 13, 2025
Question

Why didn't the sales tax process? We have over 70 sales receipts that auto process the 1st of each month, in March I discovered 5 where the sales tax was not charged.

  • March 13, 2025
  • 1 reply
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1 reply

JoesemM
JoesemM
March 13, 2025

You can review the sales receipts that didn't include sales tax, lplatt. This will help us identify the problem and correct those five sales receipts effectively.

 

QuickBooks 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
  • What you sell

 

To start, ensure that the products and services on those receipts are assigned the correct sales tax categories. Then, confirm that the Ship from and Ship to addresses are accurate, as these can affect tax calculations.

You can also select the See the math option for those sales receipts. This will open the How your sales tax is calculated page, where QuickBooks provides a detailed breakdown of the sales tax. Learn how QuickBooks Online calculates sales tax.

Additionally, I'll be sharing these resources to check customer payments and how to personalize your sales forms in QuickBooks:

 

 

If you have any questions regarding sales receipts or concerns with your QuickBooks account, feel free to post a reply in this thread. I’m here to help. Have a good one.

L
lplatt-lytespeedAuthor
March 14, 2025

This is the first time this has happened and they have been on recurring sales receipts for many months.

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ZuzanG
March 14, 2025

Unwanted circumstances can disrupt our workflow, and I can see the importance of processing sales tax on time, @lplatt-lytespeed. Let me direct you to our Live support team, who have the specialized knowledge and resources to effectively sort this out.

Since you have examined the sales receipts affected and have verified that no sales tax was calculated, Let's go ahead and have this closely looked into by our live support team. This ensures you receive the most accurate and timely assistance.

Here's how you can get in touch with our QuickBooks Online live support team: 
 

  1. Navigate to Help.
  2. Select the Search tab, then click on Contact Us.
  3. Enter your issue or concern in the provided field.
  4. Press Continue.
  5. Choose either the Chat or Callback option.

 

For complete details regarding our support hours, please refer to this article: Get help with QuickBooks products and services.

Additionally, you can use this article to learn how to use a Sales Tax liability report to get a detailed look at taxes you owe: Check how much sales tax you owe in QuickBooks Online.

If you still have further queries managing your recurring sales receipts and taxes, reach us here in the community support. Have a good day.

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