On mac - sales tax now has to be entered for each line on invoices. This used to be a default setting, but is no longer available. Can this be restored?

Hello there, Theresa39. Let's review the profiles of your customers and products to ensure that no changes were made that affected your sales tax when invoicing. I'm here to assist you step-by-step.

Sales taxes are automatically applied to your line items when generating an invoice. It's important to note that sales tax calculations are based on three key factors:

• Your customer's tax-exempt status
• Where you sell and where you ship
• What you sell

Here's how to check if your customer should include taxes:

1. Go to Sales and select Customers.
2. Open the customer's profile and click Edit.
3. Click the Additional info button and check if there is an assigned tax code.
4. Then, click the Address icon to check their billing address.
5. Make the necessary changes and click Save.

To verify the tax status of a product, please do the following:

1. Go to Sales and select Product & services.
2. Find the product, then click Edit under the ACTION column.
3. In the Sales section, check if sales taxes are appropriately set for that product.
4. Make the necessary changes and click Save.

If everything checks out, we may need to troubleshoot the browser to rule out possible cache issues. Please refer to this article for guidance: Troubleshooting browser problems.

Additionally, you can send statements to show customers summaries of their invoices, payments, credits, and balances.

Please return to this thread if you have other questions about your taxes in QuickBooks, Theresa39. We're here to help you in any way we can.

The recommended solution requires that this be done for EVERY customers. Previously, this was set as a default for ALL customers. While the work around will solve the problem, it must be applied to each customer, which is a significant waste of otherwise billable time.