How do I change the tax rate that was automatically set up in my account. We are a bed & breakfast and have an additional 5% hotel motel tax on top the the 9.75 Sales tax


Hi lorihurt7073,

We can override the sales tax rate in a transaction. Here's how:

  1. Open the transaction (invoice/sales receipt).
  2. Click on the Sales tax link. 
  3. Click on the Override this amount link.
  4. Enter the Rate.
  5. Click on Confirm override
  6. Click on Close.

I've added some screenshots below as a visual guide. 

Since we can't permanently override the automated sales tax rates in the sales tax center, you'll need to update it in every transaction. If the override won't work and you still want to update it, please contact Customer Care. Our phone agents will help revert your account to the old sales tax setting so you can add new tax rates. 

Another way is you can also create a new sales item for the added sales tax rate. 

  1. Select Sales, then click on Products and Services.
  2. Click on New.
  3. Select Non-inventory/Service
  4. Enter the sales tax name, check the I sell this product/service to my customers box and uncheck the Is taxable box.
  5. Select the tax liability account (the same account with your current sales taxes). 
  6. Click on Save and close.

When creating transactions, add this item. Then, manually calculate the additional 5% sales tax and enter it in the amount column of the transaction. Please see the third and fourth screenshots below. 

Let me know if you have any other concerns. I'm here to help. 

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IntuitGarlynGay , Community Support Specialist

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