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B
B_R_Wells_2024
New Member
February 18, 2026
Question

Sales tax

  • February 18, 2026
  • 6 replies
  • 25 views

I am running QB v23.1.10 R11.1.  For some reason, when I create an invoice from an estimate, it will not calculate and add the sales tax to the invoice.  The customer sales tax information is Tax Code - Tax, Tax item VAT10%.  

Can anyone give me a suggestion as to how to fix it, please.

Thank you, 

Barbara

6 replies

A
Aldren18QuickBooks Team
QuickBooks Team
February 18, 2026

Hello, Barbara. When sales tax fails to calculate, it often stems from a configuration in the sales tax item settings. Reviewing and confirming these settings is the best way to identify and resolve the issue.

 

Before proceeding, please ensure that your QuickBooks Desktop is updated for optimal performance and that the Sales Tax feature is enabled.

 

Here are detailed steps for reviewing the Sales Tax Item:

 

  1. Go to Lists on the top menu, then select Item List.
  2. Look for the sales tax item and double-click it to open the Edit Item window.
  3. Review or confirm the following details:
    • Type: The item type should be set to Sales Tax Item.
    • Tax Rate: Verify that the sales tax rate matches what you intend to use (e.g., 10%).
  4. Double-check that the item is not set to Inactive, as this can prevent the sales tax from appearing on your transactions.


After that, please verify the Tax Code in the Sales Tax Code List to ensure it's correctly assigned to the sales tax item, as this determines whether the customer and related transactions are taxable or non-taxable.




I’ll keep this conversation available for any follow-up updates or questions.

A
Aldren18QuickBooks Team
QuickBooks Team
February 19, 2026

Good day, Barbara.

I just wanted to quickly follow up to check if the steps I provided helped resolve the issue with your sales tax not calculating.

If you're still encountering the problem, please feel free to reply with what happened next, and we’ll be glad to assist further.

B
B_R_Wells_2024Author
New Member
February 21, 2026

I used the verify and rebuild option in Quickbooks, more than once, but it still did not work.  I then created a "new" customer for the customer I was having an issue with (by adding a 2 at the end of the name).  Using the second customer, I put in the invoice amount and it calculated the sales tax correctly.  I'm not sure what happened but now I have two names for the same customer and it's working.

Thank you.

Barbara Wells

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