How do I enter the tax type when entering receipts?

Hello tamarackcarpentr,

No matter what kind of transaction you're entering, I know how important it is to balancing your books that you include the sales tax calculations on the entry. I'd be happy to go over entering sales tax on receipts with you so that you can get to work in QuickBooks Online.

Once you've activated sales tax through Taxes in the left menu of your account, QuickBooks Online will automatically include a sales tax column or field so you can add the appropriate codes. If you need to add new codes, follow this article: How to set up a new sales tax code. This is true whether you're manually entering transactions via the +New button or using the Receipts feature.

On transactions created using the +New button, a sales tax column will be included so that you can add the sales tax code you need to each line on the form. If you're working with the Receipts feature, you can use the Tax type drop-down menu to assign the code.

For the Receipts feature, the program creates a transaction based on the entire amount of the receipt rather than a line-by-line breakdown. If you're wanting to enter line-by-line amounts and taxes, I recommend either using the +New menu for these kinds of transactions or saving the receipt through the Receipts page and then editing the transaction later. Here are a few articles that share more information about these options.

• Capture and categorize expense receipts and bills in QuickBooks Online

• Enter and manage expenses in QuickBooks Online

• Attachments in QuickBooks Online

If I'm missing the mark with what you're looking for, let me know! I'm here to help however I can.

When I use the +New button to enter an Expense the tabbing order does not include the drop down menu to choose whether the amounts are inclusive or exclusive or out of the scope of tax; tabbing takes me from the tags to the entry lines and skips that drop-down menu. Is there a way to change this?

Thank-you.

Hi TKP79,

Thanks for joining us here.  It's important that you're able to select the applicable sales tax when creating an expense in QuickBooks Online.  I'll be happy to provide more information so you're on the right track with your work!

When you enter an expense, you'll have the option to choose the associated sales tax if you have this feature set up correctly.  If you still don't see the option when creating an expense, contact us so we can work with you directly and ensure you're able to accomplish your QuickBooks goals as soon as possible.

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Thank-you for your time in responding to my question Trish_T; unfortunately, it does not address the problem I described at all.

Hello TKP79. I'd like to get a visual reference of what you're seeing on your end so I can assist you better. Could you send me a full screenshot of what you're seeing on your end? Make sure to include the URL of the site in the screenshots. You're also more than welcome to cover any personal information that may appear in the screenshot.