Podcast Episode Overview
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.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
Sponsors
- FutureView Systems – https://uqb.promo/bez
- UNC – https://uqb.promo/unc
Podcast Highlights
(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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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
