Episode

Deep Dive: Let’s Make Sales Tax Less Taxing

Podcast
Unofficial QuickBooks Accountants Podcast
Published
Feb 12, 2026
Duration seconds
1584
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/a1fc8f19
Audio
https://op3.dev/e/media.transistor.fm/a1fc8f19/09a17d13.mp3
JSON
/v1/public/podcasts/unofficial-quickbooks-accountants-podcast-6588629/episodes/deep-dive-let-s-make-sales-tax-less-taxing
Markdown
/podcast/unofficial-quickbooks-accountants-podcast-6588629/deep-dive-let-s-make-sales-tax-less-taxing.md

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Summary

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 Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding