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Sales Tax in QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $37 or enter access code

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.

In This Sales Tax in QBO Class, You’ll Learn About: 

  • 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


After completing this course, you will be able to: 

  • Recognize state sales tax compliance requirements
  • Recall how to set up customers and products for accurate tax calculation
  • Identify the steps to collecting sales tax
  • Recall the steps to paying the correct sales tax to your state’s Department of Revenue


Instructional Level


Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

Group Internet Based

Who should take this class?

  • Business owners who collect Sales Tax
  • Bookkeepers and Accountants who with clients who charge Sales Tax


  • Our “QuickBooks® Online Fundamentals Bootcamp” live class/webinar or On-Demand video course, or 
  • Prior QuickBooks® Online experience

Advance Preparation 



Sales Tax in QBO Course 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.


Learners rave: Find out why people love this course.

Discover the overwhelming praise as past learners share their experiences with this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.


Evergreen Content

You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up.


Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!


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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 Credits: 1.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: November 2022
Course Page Updated: January 2024


Here is the course outline:

1. How to Join the Live Zoom Webinar

Zoom Webinar

Click the link to learn how to join the webinar, on Tuesday October 8 from 10 to 11:30am pacific time

How to connect to the Zoom webinar

2. Download the Handout

Download the handout that goes with the course.

Sales Tax in QBO - Class Slide Deck
Sales Tax in QBO - 3 up Handout with Notes
Glossary of Terms

3. Watch the Videos: Sales Tax in QBO 2022

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: Intro, Agenda, and Housekeeping
What is the Sales Tax Center?
How is Sales Tax Calculated?
Setting Up the Sales Tax Center: Adding State and Local Taxes
Set Default Taxes for Products and Services
Set Default Taxes for Customers
Collecting Sales Tax: Using Sales Forms
View and Override the Math
The Sales Tax Center: Settings, Economic Nexus, History, Reports
Making Sales Tax Payments
Running Sales Tax Reports
Fixing Tax Collection Errors
If You Forgot to Collect Sales Tax for a Customer (not charging them)
3rd Party Options
Wrapping Up: What's Next
Review: Sales Tax in QBO

4. Take the 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!

Quiz: Sales Tax in QBO
Course Evaluation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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