How To Create, Set Up, And Delete A Sales Tax In QuickBooks

Create and Delete a Sales Tax in QuickBooks

Last Updated on December 16, 2020 by Editorial Team

QuickBooks is the best accounting software for small businessmen. If you don’t know how to create and Delete a Sales tax adjustment in QuickBooks and you find the solution to your problem. You can also get a fast solution with our QuickBooks expert team to dial the QuickBooks Support phone number. With automatic sales tax, it is easy to keep your sales tax record correct. If you received a tax credit, rebate, or penalty, you can adjust the sales tax you owe. This way you should not worry about making corrections when it is time to file.

Below I tell you in the first step set up an account for sales tax adjustment because if you don’t know how to set up your sales tax adjustment this step is very helpful for you. If you already have their accounts move on the creating adjustment in Step 2.

Procedure To Create And Set Up Sales tax in QuickBooks

Step 1:- Set Up an Account Adjustment

It’s important to use the correct account type when adjusting sales tax. Set Up expense account if you need to increase your sales tax due, or an income account if you need to decrease.

  • Select the Gear icon at the top, then choose Chart of Accounts.
  • Select New at the top right.
  • From the Account Type drop-down, Select Income or Expense.
    • If you need to decrease your sales tax due, set up an income accounts
    • If you need to increase your sales tax due, set up expense accounts.
  • Select the account’s Detail Type.
    • Use Sales of Product Income for income accounts.
    • Use Taces paid for an expense account.
  • Name your adjustment account.
  • Select Save and Close.

Step 2:- Step to Add Sales Tax

  • Select Taxes from the Navigation bar and then go to the Sales Tax tab.
  • Find the tax period you need to adjust, and then select View return
  • Select Add an adjustment.
  • Select the Reason for the adjustment.
  • Choose the Account for adjusting sales tax.
    • Select an expense account if you need to increase the tax due.
    • Select an income account if you need to decrease the tax due.
  • Enter the adjustment amount and then choose the add option.

This is all process to Set up and Create sales tax adjustment if you need to your delete your sales tax adjustment and you don’t know what is the process of delete a sales adjustment don’t worry in below I will tell you the steps they can help you to resolve your problem.

Procedure to Delete Sales Tax

You can also remove an incorrect sales tax due to adjustment. After deleting the adjustment, you’ll no longer see it when you review your sales tax return on the tax screen.

  • Select the Gear icon at the top then choose Chart Accounts
  • Find the income or expense account you used to add an adjustment.
  • Select Run report.
  • Choose the adjustment you need to delete.
  • Select Delete.
  • To confirm, you must select the Delete option again.

How to Delete Sales Tax Rates and Agencies

How to deactivate the tax rate:

  1. Click on the Taxes on the left menu.
  2. From the Sales Tax Center, select the Related Tasks option and click to Add/edit tax rates and agencies.
  3. Chose a tax rate name then click to Deactivate.
  4. Go with the Continue on the dialog box.

How to rename tax agency

  1. Click on the Taxes on the left menu.
  2. From the Sales Tax Center, select the Agency Name table.
  3. Click on the Rename for the agency name you have to edit.
  4. Edit the changes you have to do then click on Save.


In this blog, you can find here the process of creating and delete a sales tax adjustment in QuickBooks. If you don’t understand my easy steps you have one more option you can contact us on our QuickBooks Payroll number and talk to QuickBooks ProAdvisor and tell us your problems our expert team solved your all problems. I hope my all information is use full for all QuickBooks users.

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