Why Are My Settlements Showing the Wrong Tax Rates?

If you wish to change the tax rates that are on your settlements, then you can do this at any time by going to Accounts & Taxes > Account & Taxes Wizard. You can also change a specific rate directly on the Account & Taxes Mappings page — we recommend the Wizard for most changes because it applies a rate everywhere that rate is used.

Any changes to your accounts and tax rates will apply automatically to any settlement on your dashboard that has not yet been sent to Xero/QuickBooks.

For settlements that have already been sent to Xero/QuickBooks, we suggest making the changes first and then rolling back each settlement. The Rollback option will remove this completely from Xero/QuickBooks and refresh the settlement;

Once refreshed you can re-send the invoice to Xero/QuickBooks so that the correct tax rates are applied.

For any rollback issues, please refer to the Why isn't the rollback option working - QuickBooks? help article.