Unofficial QuickBooks Accountants Podcast

Deep Dive: Let’s Make Sales Tax Less Taxing


Listen Later

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.

Sponsors
FutureView Systems - https://uqb.promo/bez
UNC - https://uqb.promo/unc


  • (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

    We want to hear from you!

    Send your questions and comments to us at [email protected].

    Join our LinkedIn community at https://www.linkedin.com/groups/14630719/

    Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 


    Sign up to Earmark to earn free CPE for listening to this podcast

    https://www.earmark.app/onboarding 


    ...more
    View all episodesView all episodes
    Download on the App Store

    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    43 ratings


    More shows like Unofficial QuickBooks Accountants Podcast

    View all
    How I Built This with Guy Raz by Guy Raz | Wondery

    How I Built This with Guy Raz

    30,215 Listeners

    Optimal Health Daily - Fitness and Nutrition by Optimal Living Daily | Dr. Neal Malik

    Optimal Health Daily - Fitness and Nutrition

    678 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    424 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    354 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    258 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    24 Listeners

    The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

    The Ambitious Bookkeeper Podcast

    62 Listeners

    Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

    Earmark Podcast | Earn Free Accounting CPE

    28 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    57 Listeners

    Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business by Erika Millard

    Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business

    62 Listeners

    UnAccountable! by UnAccountable

    UnAccountable!

    29 Listeners

    Bookkeepers On Fire with Deb & Donna by Deb Kilsheimer & Donna Reade

    Bookkeepers On Fire with Deb & Donna

    10 Listeners

    On The Books by Intuit

    On The Books

    5 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    14 Listeners

    She Counts by Questian Telka, EA & Nancy McClelland, CPA

    She Counts

    15 Listeners