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Correct invoices created without tax

by Intuit1 Updated 5 days ago

Learn how to correct invoices you created without tax in QuickBooks Online.

If you forgot to add tax to an invoice, you can customise a report to show invoices with missing tax. Correct your invoices to get accurate records for accounting and tax purposes.

Step 1: Identify which invoices need tax added

  1. Go to Reports (Take me there) and select Standard reports.
  2. Enter Transaction List by Date in the Type report name here ▼ search field.
  3. From the Report period ▼ dropdown, select the correct date range.
  4. Select Columns, then select the Tax checkbox.

Step 2: Add tax to an invoice

For each invoice that needs tax added:

  1. From the list of results, select an invoice that has no tax. Tip: Select the Invoice link in the corresponding row of the list.
  2. In the Invoice form, under the Tax column, select a tax rate.
  3. Select Save or Save and close.

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