cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
carl-rosenau
Level 1

Can I add a Levy to our invoice? Can I add a hotel tax to our invoice?

 
1 Comment 1
JamesM
QuickBooks Team

Can I add a Levy to our invoice? Can I add a hotel tax to our invoice?

Hi there, 

 

QuickBooks makes it easy to add a custom tax which you can name "Hotel tax". I'll be happy to show you how to do this. 

 

Here's how: 

  1. From the left menu, select Taxes.
  2. Select Sales Tax. (Tip: If you use payroll in QuickBooks Online, you may need to select Sales Tax as opposed to Payroll Tax.)
  3. Select Manage sales tax.
  4. Select Add tax.
  5. Under What type of tax do you want to add? select Add next to one of the below options and follow the prompts to complete set up.

For Custom:

  • this option is rarely used, since any code recorded this way will explicitly not report to any Federal or Provincial Tax Agencies (i.e., Canada Revenue Agency, Receiver General, etc), and won't help with filing/reporting to these types of agencies
  • you can add a tax in this category specific to your industry, such as tobacco, hotel, or gasoline tax. It could also be used to track sales to U.S. customers. Another use could be to set up a proper “out-of-scope” tax code to indicate that the sale/expense doesn't fall under any tax, if the company doesn't have one for any reason.
  • custom tax must be in a percentage format, not a particular dollar amount

For more info, check out this helpful article: How to set up a new sales tax code.

 

QB allows you to add multiple line items to your invoice. Depending on how you set up your levy, you should be able to add it to your invoice as a line item. 

 

In case you have other questions, feel free to contact our support team using this link here.

 

Need to get in touch?

Contact us