How to record sales tax refund check from Tax Agency in QuickBooks Online

I’ve not seen a single article from QuickBooks Help related to this subject on how to record Sales Tax refund check in QuickBooks Online. Most of the answers found don’t work or whoever answered the questions does not fully understand how Sales Tax Center is so limited to making any credit/refund adjustments. It’s not clear […]

Sales Tax on Shipping Costs

What Small Businesses Need to Know About Sales Tax and Shipping QuickBooks blog From the article: For small businesses selling goods online to remote customers, shipping is an integral part of doing business. And, some states tax shipping costs just like they tax the purchase price for a product sold. But, then again … some […]

Does QBO automatically pull deposits pre-payment on taxable items into Sales Tax Payable

The answer is no. Deposit field on Invoice is below the total field. It does not compute sales tax on deposit (acts more like pre-payment) field in QBO. If you run the Sales Tax Liability report from the Sales Tax Center (View sales tax liability report under Related Tasks at the far right side). Just […]

How do I edit rename a sales tax agency in QBO

To edit and rename the Agency paid for Sales Tax in Sales Tax Center: 1. Click on Sales Tax (or under taxes) at left navigation bar. 2. Right below the Agency name is a blue link to rename. (Screenshot 1 below). 3. Then enter the Agency name so when you write a Sales Tax Payment […]

How to delete Sales Tax Pay Payment in Sales Tax Center?

How to delete Sales Tax Pay Payment in Sales Tax Center?

Sales Tax

The Sales Tax Center (From the Homepage screen > Left navigation bar > Sales tax) is where to set up and track sales tax for your company in QuickBooks. This is the best way to track, pay sales tax and review sales tax reports in one place. In Sales Tax Center, you can: Set up […]

How to set up sales tax for various tax agencies but make payment all on one check

If you are paying combined sales tax all on one check, you would make the same Agency Name (payment to) for the tax components type in QBO sales tax center.  

Do we charge sales tax on a discount amount

It really depends on state regulations and also discount type. You would need to contact your local sales tax agency for this answer. FOR EXAMPLE Any in-store discount may reduce sales tax. However, any manufacturer coupon still has to have sales tax paid on it.   Sign up QuickBooks subscription for new company. Or add […]

I have an invoice that will have two items and each item has a different sales tax rate. How do I accomplish this?

Create two separate invoices. Not a good option, but it’s what it is. As you may have already noticed, there is no way to create different sales tax rate setting by items in new QuickBooks.

How to print sales tax check in new QuickBooks Online?

From the blue navigation bar on the left > select Sales Tax tab > select “Record Tax Payment” blue button > New “Record Sales Tax Payment” screen will open > “Print a check” checkbox is located right below Notes field > select Checkbox > select “Record Payment and Print Check” blue button Now, sales tax […]