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S
Sharon119
May 8, 2024
Question

Taxable Items

  • May 8, 2024
  • 1 reply
  • 3 views

On the old estimates and invoices there used to be a total on the bottom showing what the taxable amount was but it is now gone on the new estimate and invoice. We NEED to see this.  WHY did quickbooks take some very much needed things away on the new invoice. I think the new version is HORRIBLE and wish I could go back to the older version.

1 reply

S
Shania_CQuickBooks Team
QuickBooks Team
May 8, 2024

Hi there, @Sharon119.

 

I understand that the new invoice layout may be unfamiliar to you. Rest assured I'll share some information to help you locate the total taxable amount on the new estimate or invoice in QuickBooks Online (QBO).

 

In the old estimates and invoices, there was a total displayed at the bottom that showed the taxable amount. In the new layout, you can access this information by clicking on the See the math button, which will show you how your sales tax is calculated.

 

Here's a photo for your reference:

 

 

 

 

 

Moreover, I want to let you know that your voice matters, and we appreciate you sharing your feedback directly with our engineers for the new experience of invoices and estimates. Our product development team will review your suggestion and may consider adding it in future updates. Here's how to send Feedback:

 

 1. Select the Gear icon, then choose Feedback.

 2. Enter your comments or product suggestions.

 3. Select Next to submit.

 

Additionally, I'll be sharing these articles for future help to learn what's new with estimate and invoice layout. Also, how to personalize and add specific info to your sales forms for QuickBooks Online: 

 

 

I hope that this information will aid you in initiating your task, Sharon119. I'm always here to help if you need further assistance. Keep Safe!

S
Sharon119Author
May 9, 2024

I am looking at an estimate and when I hit see the math my screen does not look like that. At the top it shows how your sales tax is calculated, then it has a drop down box for a sales tax rate, and an enter sales tax manually but NOWHERE does it show the TOTAL amount of the products and services that are taxed.

S
Shania_CQuickBooks Team
QuickBooks Team
May 9, 2024

We hear your sentiments, Sharon119.

 

We understand that this feature is beneficial to streamline your business processes. However, the ability to show the total amount of the products and services that are taxed featured in the old layout is already improvised by the new experience. 

 

Moreover, you can still submit your feedback to our software engineers. This way, they can review your suggestion and may consider adding it back for forthcoming product enhancements.

 

To do that:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your feature request, then Next.

 

You may also keep tabs on the status of your recommendation by visiting our Customer Feedback page.

 

Here's an article you can use to keep track of your state's tax laws to accurately calculate sales tax and returns in QuickBooks Online: Set up where you collect sales tax in QuickBooks Online

 

Feel free to return to this thread whenever you have other concerns about the taxable items in QuickBooks Online. The Community is here to help.

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