Correct invoices created without sales tax

Learn how to correct invoices you created without sales tax in QuickBooks Online.

If you forgot to add sales tax to an invoice, you can customize a report to show invoices with missing sales tax. Correct your invoices to get accurate records for accounting and tax purposes.

Step 1: Identify which invoices need sales tax added

1. Go to Reports (Take me there) and select Standard reports.
2. Enter Transaction List by Date in the Type report name here ▼ search field.
3. From the Report period ▼ dropdown, select the correct date range.
4. Select Columns, then select the Tax amount checkbox.

Step 2: Add sales tax to an invoice

For each invoice that needs sales tax added:

1. From the list of results, select an invoice that has no sales tax. Tip: Select the Invoice link in the corresponding row of the list.
2. In the Invoice form, under the Sales Tax column, select a sales tax rate.
3. Select Save or Save and close.