Reports and accounting
Pleased to see you here, @NomadYag.
When you’re busy managing a business, the last thing you should have to deal with is an inaccurate calculation of sales tax. I’d be delighted to share some information with you on how to make sure Sales Tax is applied and calculated properly on your end.
For starters, if you've set up the sales tax after creating the invoice or if you've created invoices without sales tax in the past, the new sales tax will not be applied to it. You'll need to edit those invoices to reflect the sales tax that you've set up.
Here's how:
- Go to Reports.
- Choose Transaction List by Date.
- Click Customize to select the correct date range.
- Under Rows/Columns, choose Change columns.
- Ensure to check Tax Amount.
- Click Run report.
- Select all the invoice that has no sales tax.
- Ensure to put a check mark on the column for Tax.
- Add the sales tax.
- Click Save.
For a more detailed instruction, you may check out these articles:
If sales tax is still not calculating properly on your end, I’d suggest reaching out to our Customer Care Team. An agent could look into your account and further check on it via secured remote access session.
Please feel free to drop a comment below if you have follow-up questions about sales tax calculation. I’m always here to help.
