Nov 04, 2025
QUESTION
What is the easiest way to tell if a QuickBooks Online company is set to automatic or manual tax?
RESOLUTION
The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QuickBooks Online and go to the TAX INFO tab. If the tab displays a checkbox followed by THIS CUSTOMER IS TAX EXEMPT, the QuickBooks Online company is on the automatic sales tax option.

If on the TAX tab, a box is shown with EXEMPTION DETAILS above it, the QuickBooks Online company is on the manual sales tax option.

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