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

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.

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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.

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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: www.nasbaregistry.org.

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