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Edit Sales Tax Rate in QuickBooks Online/Desktop

If you have been using QuickBooks for some time now, you should not be having any doubt as to why it has been highly popular among the business community worldwide. It has helped businesses streamline their day-to-day accounting and bookkeeping activities. With its improved features and tools, businesses can keep a better track of their sales, offers, customer details and stocks. Thus, it has helped them save a lot of their time and effort in accounting and focus more on the core activities. Just go through this blog till the end. Here, we will tell you how to edit sales tax rates in QuickBooks Desktop  and  Online, from multiple operating systems.

Do you know you can effortlessly edit the sales tax rates in QuickBooks Desktop and Online?  You are yet to try this feature? We guessed so. Of late, we have received many queries from a lot of the QB users about this feature in QuickBooks. If you are one of them, this blog will be helpful to you.

Here we go!

šŸ”µ How to Edit a Sales Tax Rate in QuickBooks Desktop?

From  time to  time,  financial authorities keep  on  introducing new sales tax rates. In such  instances, you need to update the  rates for multiple customers as well.  You  can do  so effortlessly in QuickBooks Desktop.

šŸ”µ To  do this, please follow the steps below-

ā®š Launch the QuickBooks Desktop application on your computer.
ā®š Navigate to the Lists option at the top
ā®š Click on the Sales Item from the drop-down menu.
ā®š Do a right click on Option. A new window will open up.
ā®š Go to the Tax Rate (%) option and enter the new sales tax rate
ā®š If needed, you may make changes in the Sales Tax Name section as well
ā®š Also, you may add to the Description section
ā®š Click OK to finish.

šŸ”µ How to Edit a Sales Tax Rate in QuickBooks Online?

To edit the sales tax rates in QuickBooks Online for the Web, please follow the steps below-

ā®š Open QuickBooks Online for the web
ā®š Navigate to Settings
ā®š Click on Sales Taxes.
ā®š Specify the tax rate you want to edit.
ā®š Select Edit
ā®š Make your changes.
ā®š Click on Done to finish.

šŸ”µ How to Edit a Sales Tax Rate in QuickBooks Online in a Transaction?

You can input or change a sales tax percentage within a payment including  invoices, estimates, and sales receipts.

šŸ”µ A. From iPad

  1. Open QuickBooks Online
  2. Navigate to  menu
  3. Click on Sales 
  4. Select the invoice, sales  or estimate receipt with the sales tax rate you wish to change.
  5. Click on Edit .
  6. Next go to Tax
  7. Click on the tax rate tab to see the list of tax rates available. If no tax  is available, click on Choose Tax.
  8. Now select a tax rate from the list. Alternately, you can click on the Create a new Tax Rate tab to create a new rate.
  9. Select Save to finish

šŸ”µ B. From iPhone

  1. Open QuickBooks Online
  2. Navigate to  menu
  3. Select the invoice, sales  or estimate receipt with the sales tax rate you wish to change.
  4. Click on  Edit. A list of available tax rates will come up on your screen.
  5. Specify the rate you wish,  from the list. Alternately, you may click on  + to create a new one.
  6. Edit the rate.
  7. Select Save to finish

See Also:

How to Reconcile Bank Account in QuickBooks Desktop

šŸ”µ Final Words :

We hope the information shared above would help you a lot if you want to edit the sales tax rates in QuickBooks Online. The sequential steps provided would also help you accomplish the same from both Android and iOS devices. If you are still facing any difficulties in carrying out the above-mentioned steps, you may speak to some of the authorized QuickBooks experts.


šŸ‘‰ Frequently Asked Questions

Q 1. Can I Edit the Sales Tax Rate in QuickBooks Online From the IPad?

Ans: No. You canā€™t edit the sales tax rate in QuickBooks Online from your iPad. However, you can change a sales tax percentage from QuickBooks Online via the internet.
To do this, follow the steps below-
ā®š From a Mac or PC, log in to your QuickBooks Online account
ā®š Select Sales Tax.
ā®š Click on Add/edit tax rates and agencies.
ā®š Specify the sales tax rate you want to edit.
ā®š Click on the Edit tab
ā®š Make your changes
ā®š Click Save to finish

Q 2. How to Edit the Sales Tax Rate in QuickBooks Online From the IPhone?

Ans: Please note that you can edit both single and combined tax rates (along with their names). But, you are not allowed to edit the name of the tax agency attached with the rate.

To edit the sales tax rates in QuickBooks Online from your iPhone, please follow the steps below-
ā®š Open QuickBooks Online
ā®š Navigate to the options menu and choose Settings
ā®š Click on Tax Rates.
ā®š Specify the tax rate you want to edit.
ā®š Select Edit
ā®š Make your changes.
ā®š Click on Save to finish

Q 3. How Can I Override a Sales Tax Rate in QuickBooks Online?

Ans: Do you want to have the tax override feature? Then first log into your QuickBooks online account with your internet browser. Then you will need to create tax codes in your company file. Please follow the steps below-
ā®š Open an invoice, estimate or sales receipt.
ā®š Click on Edit
ā®š Click on the Tax entry checkbox.
ā®š Alter the tax amount.
ā®š Select Done.

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