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Use tax on an invoice or sales receipt

by Intuit Updated 1 month ago

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

You can skip manually tracking the 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 tax, here's how to automatically track tax when you make a sale.

Track 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 correct.
  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. Check your taxable items in the Tax column.
    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.
  5. Select Save and send.

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