Add or edit a GST rate in the QuickBooks Online app (iOS only)

Learn how to add or edit a GST rate using the QuickBooks Online app.

Do you want to add or change a GST rate using your iPhone or iPad? In this article, we'll show you how using the QuickBooks Online app.

Add a GST

iPhone

1. From the Menu ☰, select Settings.
2. Select Tax Rates.
   Note: If this is your first time, you'll see an introductory screen: Select Add tax rate to get started.
3. Select Add a new tax rate, then select whether that rate is Single or Combined.
4. Select +, then select Single sales tax rate or Combined sales tax rate.
5. Enter the following information about the GST rate:
   • Single rate: Add the information for each component (Tax Rate name, Agency, and Rate).
   • Combined rate: Add the information for each component (Combined Tax Rate name, Tax Rate Name, Agency, and Rate).
     Note: Combined GST rates can include new and existing rates.
6. Select Save.

iPad

1. From the Menu ☰, select Settings.
2. Select Tax Rates.
   Note: If this is your first time, you'll see an introductory screen: Select Add tax rate to get started.
3. Select Add a new tax rate, then select whether that rate is Single or Combined.
4. Select New Tax, then select Single Rate or Combined Rate.
5. Enter the following information about the GST rate:
   • Single rate: Add the information for each component (Tax Rate name, Agency, and Rate).
   • Combined rate: Add the information for each component (Combined Tax Rate name, Tax Rate Name, Agency, and Rate).
     Note: Combined GST rates can include new and existing rates.
6. Select Save.

Change a GST rate

iPhone

You can edit single and combined GST rates (including their names). However, you can't edit the name of a tax agency associated with the rate.

1. From the Menu ☰, select Settings.
2. Select Tax Rates.
3. Select the rate you want to edit.
4. Select Edit ✎, then make your changes.
5. Select Save.

iPad

You can't edit a GST rate on the iPad. However, you can edit a GST rate from QuickBooks Online on the web.

1. From a Mac or PC, sign in to QuickBooks Online.
2. Go to Taxes.
3. Select Edit GST ▼ dropdown, then select Edit rates.
4. Find the GST rate you want edit.
5. Select the Edit link.
6. Make your changes, then select Save.

Change a GST rate in a transaction

You can also add or edit a GST rate within a transaction including estimates, invoices, and sales receipts.

iPhone

1. From the Menu ☰, open the estimate, invoice, or sales receipt with the GST rate you want to change.
2. Select Edit ✎. A list of GST rates will appear.
3. Select the GST rate you want from the list, or select + to create a new rate.
4. Edit the rate.
5. Select Save.

iPad

1. From the Menu ☰, select Sales.
2. Select the estimate, invoice, or sales receipt with the GST rate you want to change.
3. Select Edit ✎.
4. Next to GST, select the GST rate to see the list of available rates. If there is no GST available, select Select Tax.
5. Select a GST rate from the list, or select Create a new Tax Rate to create a new one.
6. Select Save.