There are several factors on why you're sales tax isn't calculating on your invoices, @billjmallek.
First, let me share with you how QuickBooks Online calculates the total tax rate for each sale. Here's are those:
- Your customer’s tax-exempt status
- Where you sell and where you ship
- What you sell
Your customer's tax status may be the reason why the sales tax isn't calculating on the invoice. You can check out this article on how you can determine if your sale is exempt from tax: Conducting non-taxable sales.
Another factor is the state where you sell and ship the product or perform the services. To get more details on how this factor affects the calculation, you can check out this link: https://quickbooks.intuit.com/r/sales-tax/the-sales-tax-life-cycle-of-a-lemon/.
To fix this concern, make sure to check the following:
- Your customer's tax status- Go to the Sales menu and select Customers. Click the name of the customer and select Edit. Then, go to the Tax info and make sure that the This customer is tax-exempt box isn't checked.
- Business location or where you sell/ship the product.
- How you add sales tax categories to your products and services.
In addition, you can run the Sales Tax Liability report to view your sales tax info anytime.
Don't hesitate to tag my name in the comment section below if you have other concerns or questions aside from sales tax. I'm always ready to help.
