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QBO Video Courses

Sales Tax in QBO

Alicia Katz Pollock
Purchase for $27

Learn how to use the new Intuit QuickBooks Online Automated Sales Tax calculator. Assess sales tax liability by customer type and product sales. eFile state and local taxes.

Sales Tax in QBO Class Description

State Sales Tax, am I right??? Calculating and reporting it correctly can be particularly tricky.

We should all be thankful that QuickBooks Online has a new Sales Tax calculator that takes the pain out of manually calculated local sales tax. Many states, counties, and cities have their own tax rates; however, QBO can now assess the rate for you, calculate your tax liability, and (in some states) allow you to pay right inside QBO.

In this class, we’ll look at how to properly set up the Sales Tax Center, assign tax rates to Products and Services, set Customer defaults, get Sales Tax Liability Reports, and remit taxes to the State.

Take advantage of this easy, accurate, and automated feature! Sign up now and learn how to set it all up and get started.

What You’ll Learn 

  • Setting up the Sales Tax Center
  • How different States assess taxability (location-based vs. destination based vs. Use Tax)
  • When the Automated Sales Tax center is the right option, and when QBO’s “Manual” method is more appropriate
  • Applying the correct categories to Products and Services
  • Assigning default tax rates to Customers
  • Changing tax collected on the fly
  • Remitting Sales Taxes collected to the State
  • Making Adjustments to the amount paid

Instructional Level

Intermediate to Advanced

Course Length

1.5 hour

Course Credits

1.5 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study

Who should take this class?

  • Business owners who collect Sales Tax
  • Bookkeepers and Accountants who need to know all the options to best advise their clients

Other learners purchased these courses after completing this class:  




Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions





Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.


Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Course Updated: December 2021

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download Class Handout Here

2. Watch the Videos: Getting Started with QBO's Automated Sale Tax Class

This is the recording of the class you attended. Watch and rewatch it until it all makes sense!

pageText Getting Started

3. What is Automated Sales Tax?

pageText How Sales Tax Works
pageText How Sales Tax is Calculated

4. Setting Up Sales Tax

pageText Adding State and Local Taxes
pageText Set Default Taxes for Products and Services
pageText Set Default Taxes for Customers

5. Collecting Sales Tax

pageText Using Sales Forms
pageText View and Override the Math

6. Paying Sales Tax

pageText Navigating the Sales Tax Center
pageText Making Sales Tax Payments
pageText Sales Tax Reports

7. Fixing Tax Collection Errors

pageText If You Forgot to Collect Sales Tax for a Customer
pageText Writing Off Uncollected Tax
pageText 3rd Party Options

8. Conclusion

pageText Conclusion

9. Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

pieChart Evaluation & Participation Survey
pieChart Complete this survey for CPE Credit


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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