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.

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

(07:09) - Managing Customer Sales Tax Settings

(09:50) - Sales Tax Rate

(15:10) - Using the Sales Tax Center

(20:30) - Reconciling and Adjusting Sales Tax Payments

(22:34) - Handling Uncollectible Invoices and Special Cases

(24:09) - Third-Party Apps for Complex Sales Tax Needs

(24:39) - 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

https://www.earmark.app/onboarding

Deep Dive: Let’s Make Sales Tax Less Taxing

About this episode

Get every episode summarized

Hosts & guests

More from Unofficial QuickBooks Accountants Podcast

Pilot, Not Autopilot

3rd Anniversary Celebration with Hector Garcia

Now You Know: In The Know August 2026 Recap

Most Impactful Change I Made This Year