cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
roberto4
Level 1

Where can I modify our tax (GST/PST) numbers that appear on the invoices?

 
6 Comments 6
LauraAB
QuickBooks Team

Where can I modify our tax (GST/PST) numbers that appear on the invoices?

Hello roberto4,

 

Welcome and thanks for joining us in the QuickBooks Online Community! I hope you're enjoying all that the program has to offer, and the community is a great place to come when you're not sure what steps to take. I'm happy to go over the simple steps for modifying the tax numbers that appear on your invoices and other sales forms.

 

The sales tax number can be added in your sales tax setup, and when you need to make changes later, the setup is also where you go to do that. Follow along with these steps.

 

  1. Select Taxes from the left menu.
  2. Click Manage sales tax on the Sales Tax page.
  3. Choose the drop-down arrow beside Add rate for the sales tax agency the code is related to.
  4. Choose Edit agency settings.
  5. Change the number in the sales tax number field.
  6. Click Save.

That's all it takes! You can do this with any of the sales tax numbers in your books and the program will automatically update them on the forms.

 

Give it a try and let me know if you have more questions.

rlhogg
Level 1

Where can I modify our tax (GST/PST) numbers that appear on the invoices?

Will I be charged for help?
rlhogg
Level 1

Where can I modify our tax (GST/PST) numbers that appear on the invoices?

My phone number and GST/HST # overlap and are therefore blurred. How can I modify this?
JamesM4
QuickBooks Team

Where can I modify our tax (GST/PST) numbers that appear on the invoices?

Hello rlhogg. Thanks for chiming in on this thread. I'll be happy to assist you so you're on the right track. To get started, when did you start to experience this issue? Are you seeing the same misalignment when you access your QuickBooks account using a private/incognito browser window? 

Jill_
Level 1

Where can I modify our tax (GST/PST) numbers that appear on the invoices?

I have the exact same question, but for QuickBooks Desktop. Can you please provide me the instructions to change the PST number? Thank you.

Jen_D
Moderator

Where can I modify our tax (GST/PST) numbers that appear on the invoices?

Good day Jill.

 

I'm here to help you change your PST numbers in QuickBooks Desktop.

 

If you want to update the PST number on your sales forms, do it as you process the transaction.

 

Here's how:

 

  1. With an invoice open, go to the Formatting menu.
  2. Select Customize Data Layout.
  3. Next, go to Basic Customization.
  4. From there, you can update your Business Number (including the tax and payroll numbers).

 

 

Come back here if there's anything else you need with this PST topic. I'll be right here to help you with sales tax and other QuickBooks concerns.

Need to get in touch?

Contact us