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How to Tell if QBO is Set Up as Automatic Sales Tax or Manual Sales Tax


What is the easiest way to tell if the QBO company is set to automatic or manual tax?


The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QBO and go to the TAX INFO tab. If the tab displays a checkbox followed by THIS CUSTOMER IS TAX EXEMPT, the QBO company is on the automatic sales tax option.

If on the TAX tab, a box is shown with EXEMPTION DETAILS above it, the QBO company is on the manual sales tax option.

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  • 28-Jun-2020