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scottsfirstaid
July 11, 2025
Question

Changing sales tax from monthly to yearly starting in July

  • July 11, 2025
  • 2 replies
  • 20 views

So my state decided last July to change my sales tax filing from Monthly to Yearly.  Unfortunately I never got any notification and I only know it because it was changed online.  But I changed it in QBO from monthly to yearly and it wants to do the yearly from Jan-Dec.  Not July-June like the state wants it.  So I went into the settings and changed the starting date to July 1 2024 but it still does Jan-Dec.  The start month will not let me change it from Jan to July.  How do I fix this?

2 replies

C
continea
Level 5
July 11, 2025

Good afternoon, scottsfirstaid!

 

Thank you for connecting with the QuickBooks Community! Could you verify if you follow these steps below to change your tax payment frequency?

 

  1. Go to Settings ⚙, then Payroll Settings.
  2. Select Edit ✎ next to the federal or the state you need to update.
  3. From How often do you pay your taxes?, select Edit.
  4. Select your new schedule and effective date.
  5. Select Save.

 

However, if you can’t make the change, you can upload or send us your schedule, and we’ll update it for you.

 

Please let me know if you have any questions or concerns! I will be here to assist further. 

 

 

S
scottsfirstaidAuthor
July 11, 2025

I'm talking about sales taxes not payroll taxes.

F
FaithA
Level 1
July 11, 2025

Thanks for coming back, Scott. QuickBooks Online (QBO) currently does not allow adjustments to the Start of Tax Period, which stays defaulted to January, regardless of changes made to the Start Date for your annual filings. 

 

This limitation is tied to specific state regulations regarding tax periods and fiscal years. On the other hand, to ensure that you have the most accurate information regarding any updates about related to your specific state, I recommend reaching out to our live support team. They can provide insights into whether there have been recent changes that haven't yet been applied in QBO. 

 

Follow these steps:

 

  1. Sign in to your QBO company.
  2. Click Help.
  3. Enter a keyword or topic about the situation.
  4. Select Contact Us to connect with an expert for help.

 

If you have any more questions or need further assistance, please don't hesitate to reach out.

S
smd2122
July 14, 2025

I have the exact same issue, live agents are useless, I found this googling while on hold with the agents who have no idea what to do. This is frustrating as my state set my sales tax period to start in July and I have no way to control that. 

Z
ZackE_Moderator
Moderator
July 14, 2025

Thanks for joining the Community and getting involved with this thread, smd2122.

 

I can certainly understand how a calendar feature could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:
 

  1. Use the Gear icon.
  2. Go to Feedback.
  3. Enter your comments or product suggestions.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

I've also included a detailed resource about setting up sales taxes which may come in handy moving forward: Set up your sales tax

 

If there's any questions, I'm just a post away. Have a great Monday!

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