Set up Sales Tax in QuickBooks Online

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This is a step-by-step guide to setting up Taxes in QuickBooks Online.

See below for how to configure sales tax in QuickBooks Online.

You’ll need to set up sales tax for states where you are required to collect and remit sales tax. 

For states where Amazon is required to collect and remit on your behalf, SellerZen will record these taxes in the Marketplace Tax bank account for your records.

If you already have a tax agency and want to add another, scroll down further to add additional agencies.

Click on the Sales tax setting link to add additional sales tax agencies.

Once you’re done, your Taxes page in QuickBooks Online should list all of the tax agencies you’ve configured. 

If you’re on the new QuickBooks Online Sales Tax module, we’ll automatically map sales tax for you. 

Once you’ve added all the sales tax agencies in QuickBooks Online, go back to SellerZen and click on the “Refresh” button on the Sales Tax tab. 

Once you click on Refresh, the new rates will be mapped and displayed below.

Watch this video to see how to set up sales tax with the new sales tax module. Continue to the next section below if your Tax screen looks a little different.

Users on the older sales tax module will see a slightly different option.

If your Taxes page in QuickBooks Online looks like the image below.

If the tax agencies you’ve created in QuickBooks Online don’t show up in SellerZen, then follow the instructions below.

You’ll have to create a sample invoice with a shipping address that includes a zip code for the missing state.

For example, if you’re trying to map WA state, then you’ll need to create an invoice with this shipping address:

123 Fake Street
Seattle, WA 98101

Save the invoice with that address, go back to SellerZen, and click on refresh. WA should now show up. Type in “WA” to filter the results. Click on Save once you’re able to select WA for the QuickBooks Tax Name.

Remember to delete the invoice(s) you created for this once you’re done.

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