Deep Dive: Let’s Make Sales Tax Less Taxing
Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.
LINKS
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:45) - Setting Up Sales Tax in QuickBooks Online
- (01:36) - Understanding Sales Tax Liabilities
- (05:27) - Configuring Products and Services for Sales Tax
- (08:40) - Managing Customer Sales Tax Settings
- (11:21) - Sales Tax Rate
- (17:58) - Using the Sales Tax Center
- (23:18) - Reconciling and Adjusting Sales Tax Payments
- (25:22) - Handling Uncollectible Invoices and Special Cases
- (26:57) - Third-Party Apps for Complex Sales Tax Needs
- (27:27) - Conclusion and Further Learning Resources
LINKS
- Alicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPE
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.