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How do I turn off automatic tax calculation in QuickBooks?

Overview

I would like to turn off automatic calculation (which happens when I save an invoice or estimate) in QuickBooks so I can calculate tax on several invoices at once.

Environment

QuickBooks

Resolution

  • In QuickBooks click on File > AvaTax > Configuration > check Disable Automate Calculation (Memorized Transactions)
    • To calculate tax on the invoices processed while automatic calculation is turned off, go to File > Avatax > View Unresolved Sales Tax Errors
  • To turn automatic calculation back on, click on File > AvaTax > Configuration and uncheck Disable Automate Calculation (Memorized Transactions)