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Use automated sales tax on an invoice or sales receipt

Learn how you can automate your sales tax calculation when you create an invoice or sales receipt.

You can skip manually tracking the sales tax based on where you sell, what you sell, and other transaction details. QuickBooks knows the tax rules, wherever you run your business.

After you set up automated sales tax, here's how to automatically track sales tax when you make a sale.

We're rolling out a new sales tax system for all QuickBooks users. If you use manual sales tax, check if you can now switch over to automated sales tax. If you don't have the option to switch, don't worry. It should be available for you soon.

Track sales tax automatically when you make a sale

  1. Follow the usual steps to create an invoice or sales receipt.
  2. Make sure the Location of sale is right.
  3. If you ship ordered items, add the Shipping to, Ship via, Shipping date, Tracking no. info so QuickBooks knows where to charge your sales tax.
  4. Note: Selling or shipping out of province? If you're registered to collect sales tax in another province, set up the right tax agency first. When you set it up, make sure to enter the full business address, including street address, city, province, and Postal code so QuickBooks can calculate the sales tax correctly.

  5. Check your taxable items in the sales tax column.
  6. Note: If you haven't already, add tax categories to your products and services. This lets QuickBooks know what's taxable and what isn't.

  7. Select Save and send.

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