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teri101
Level 2

automated sales tax errors

We turned on automated sales tax a few months ago, because we had 411 active custom tax rates from QB desktop conversion 7 years ago.  We were told by QB 2 months ago that we needed to make the custom rates inactive to utilize automated sales tax.  So we did that on June 30, 2025 to start the new quarter clean using the automated sales tax.  Now we have several problems:

1.  sales receipts:  it says the hidden location is Seattle, but when you create a new receipt with NO shipping info and click on "see math" for the sales tax, it will often show some other tax agency - typically a billing or shipping address used in the past for that customer.

2.  We are unable to correct it because, in automated sales tax, those other municipalities have all been made inactive.  So they are not listed in the drop down to choose, only the county rates for unincorporated areas.

3.  The custom rates we left are the county taxes for unincorporated areas because with automated sales tax, the system could not find a rate to use and our volunteers still need a way without looking up and manually inputting all of the county tax rates.

3.  We are tired of this so was just going to reactivate all of the 411 custom rates, but I can't see how to do that.  How can we do that?

4.  Isn't there a way to sort or can you at least program the custom rate list to always default to alpha order?  That can't be hard!  Making us find a specific tax agency in a random list is ridiculous!

5.  Right now we are just charging sales tax to the wrong authorities but that is the only thing QB ALLOWS us to do!

Please advice.

Thanks, Karen

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