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July 17, 2021
Question

tax column shows on estimate in QBO

  • July 17, 2021
  • 2 replies
  • 46 views

How do I remove the tax column on estimates and invoices? 

2 replies

LieraMarie_A
Level 8
July 17, 2021

Hi there, @caryngreenspan. I'm here with all the options your business has available to.

 

Would you like to turn off sales tax? If you haven't collected sales tax on one or more items, you can turn it off on the Sales Tax Settings page. Doing this removes the Tax column on the sales forms.

 

Here's how:

  1. Go to the Taxes menu.
  2. Select the Sales Tax tab.
  3. Click the Sales tax settings link.
  4. At the upper-right corner, select Turn off sales tax.
  5. Click Yes to confirm.

 

If you've already started collecting sales taxes, you can edit your items and make them Non-taxable. This way, that specific items won't be taxable anymore when you go to create an invoice.

 

Follow these steps below:

  1. Go to the Gear icon.
  2. Select Products and services.
  3. Under the Action column, select Edit.
  4. From the Sales tax category drop-down, select Nontaxable.
  5. Select Save and close.

 

You can also mark your customers as Tax-Exempt. Here's how:

  1. At the left navigation pane, select Sales and select Customers.
  2. Click the Customers.
  3. Choose the customer you want to be tax-exempt.
  4. Click Edit.
  5. Select the Tax info tax and select the This customer is tax exempt box.
  6. Select a reason for exemption.
  7. Click on the Save button.

 

Furthermore, you can also check these articles to guide you about sales tax in QuickBooks Online:

 

Please come back and comment down below if you need more help. I'll be around to assist you. Have a great day.

LieraMarie_A
Level 8
July 19, 2021

Hi @caryngreenspan 

 

Hope you’re doing great. I wanted to see how everything is going about managing sales tax. Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!