How can I change the default tax allocation to customise 2 taxes on an invoice? I have purchase invoices that have goods (PST and GST) and services (GST only).

Hello there, 

Thanks for connecting with us in the Community. QuickBooks is a powerful accounting program that offers a variety of tools and features that help you streamline your work. I'll be happy to share more information about setting up a default tax rate on your account so the taxes are uniform each time you enter a transaction.

In order to set up/change the default tax code on your account, you'll have to make the changes from the Account and Settings menu. To do this, click on the Gear icon > Account and Settings > navigate to the Advanced tab > look for the Accounting section > change your Default tax rate and hit Save and Done. I recommend checking this as this is helpful for when you enter your transactions in the future.

Give this a try and let me know how you make out. I'll be here in case you have other questions. Otherwise, have a great rest of the week!

Hi James,

Thanks for your response.  I followed your advice, but this seems to change the tax rate for all invoices, whereas I want to be able to customize the GST and PST on a single invoice basis. For example on a car repair bill, when there are some items that are subject to GST and PST (parts), and labour which is only subject to GST. So neither the GST 5% option, nor the GST+PST 12% option are correct.

Regards

Martin

Hello Martin. Glad to hear back from you. Just to confirm, are you looking to set up a custom tax rate(s) that you can use on your invoice line items?

I am not looking to set up a custom tax rate, I am wanting to override the actual tax amounts on individual invoices where there are line items with different tax rates.

I see what you're saying. In that case, you'll have to manually edit each invoice so it reflects the way you'd like for it to reflect. You can edit the taxes on an invoice by clicking on Sales > Invoices > locate and open the invoice in question > from here you can edit your invoice accordingly so it reflects the correct tax amounts. Once you're done, make sure to save your changes. 

Let me know if you have additional questions, I've got your back, 

Hi again. To clarify, I am wanting to change the taxes on supplier invoices - amounts I have to pay, not sales invoices to my customers. 

I see. The feature you've described isn't available in QuickBooks. You're more than welcome to send feedback about this to our engineers and to do this, click on the Gear icon and look for Feedback. In the meantime, feel free to ask other questions, I'm here to help.

Hello

I was looking for the same information and cannot fathom that QB doesn't have this feature as we often come across exceptions in accounting. How can a software push to keep the regular GST & QST (or provincial tax) when we must match the accurate information from the Supplier's invoice ?  This makes no sense to me as other things I've seen on this software. Amazing.  Let us know when you do get this option available to us, your customers.  Many thanks