Good morning, @djdavis1990.
Congrats on making your first post here in the Community. Allow me to provide you with some information about your sales tax.
If your local city tax isn't mapping correctly on the Sales Tax liability report, you have a few options to choose from to help resolve this problem:
- Create a Sales Tax Adjustment
- Use custom rates to manually calculate taxes on invoices or receipts
Here's how to do both:
Sales Tax Adjustment
Note: Make sure you have an account set up for this before adding the adjustment.
- Go to the Taxes tab on the left-hand menu bar.
- Choose the Sales Tax section.
- Locate the tax period you need to adjust. Hit View Return.
- Press Add an adjustment.
- Pick the Reason for the adjustment.
- Choose the Account for it.
- An expense account will increase the tax due.
- An income account will decrease the tax due.
7. Type in the amount and click Add.
Custom Rates
After setting up a custom rate, you can start using them when making a sale.
- Create a sales receipt or invoice. Before saving the transaction, go through the steps below.
- Press the arrow beside "Based on Location."
- Select the custom rate from the list.
- Ensure the amount is correct.
- Tap Save, or Save and send to email your customer the receipt or invoice.
Here's a guide that might come in handy for your business about sales tax: Automated sales tax.
Let me know if this helps. I want to ensure that all of your concerns are addressed. I'll always be around to help. Wishing you and your business continued success!
