![]() ![]() Under the Related Tasks list on the right , choose to Add/edit tax rates and agencies.In case you want to edit a tax rate, here's how: Click on Edit (name of the tax agency) beside Add tax.On the Tax page, click on the drop-down arrow beside Tax and select the correct agency.If you want to edit to an agency's name, here's how: Then create a new tax with the rate you want.If the rate needs to change, deactivate the existing tax name and rate.You can't make changes to the Tax Rate field.To check a combined rate, make changes to its component rates.However, the agency name that'll show on your sales forms would still be the old name or the initial name that you've entered.īefore doing so, There are things that you need to know before correcting the agency's information: Thanks for getting back to us, the Sales Tax Agency's name is possible through the Taxes page. Let me know in the comment section if you have other questions about sales tax in QuickBooks. In addition, let me share these articles to help you manage sales tax in QuickBooks Online: Now you can add the product and service to your invoices. If the item has a special tax rate, select Choose a special category and find the best option. If you need to track sales tax, click Taxable - standard rate from the Sales tax category ▼ dropdown. ![]() Choose the Income account ▼ dropdown and the account you want to use to track the sale.Enter an amount in the Sales price/rate field.In the Sales information section, enter a description.Select the I sell this product/service to my customers checkbox.From the Category ▼ dropdown, choose the category that best explains your product or service.Add a name, if you track SKUs, enter an SKU for the product.Select the Sales menu and choose the Products and services tab.If the option to edit the sales tax agency is unavailable, you may need to override the sales tax in every invoice. Thanks for posting here in the Community, Let me add some information about managing sales tax in QuickBooks Online. Is it because he's on such a basic QBO subscription that he can't customize his sales tax rates? Both my client and I have spent hours doing online chats with QBO support and nobody seems to have an answer. As far as I can tell, there's no option for any metro districts in the state (Colorado). If we try to add an agency, there's no option for the new tax. If we try to "edit" the sales tax agency, the only options we have are to change the filing frequency, start of the tax period, and the start date. But now.we can't add the metro district sales tax that went into effect July 1. We got rid of the town tax (had to manually change the start date to 80 years in the future), so now QBO is just calculating state and county tax. If we tell QBO to calculate sales tax based on his location, it wants to collect the town tax. The state, county, and metro district tax are all collected by the state dept of revenue. There's a town tax for the town part, and a new metro district tax for the unincorporated part, as well as county and state taxes for both. He's located in a zip code that is comprised of both a town and an unincorporated area. We can't figure out how to customize his sales tax feature to work for him. ![]()
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