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kebsquasheshingg
Level 1

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

 
7 Comments 7
Anonymous
Not applicable

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

Hi there, kebsquasheshingg.

 

If you have some items that are tag as non-taxable, you can change them through the steps below:

  1. Locate and open the transaction involve. 
  2. Go to Sales Tax column for the item and select the correct tax code. 
  3. Click Save. 

Also, you can override the tax total amount under the Subtotal information. I’ve also attached a screenshot below to further illustrate the steps.


Stay around if you have further concerns or have something else that we can help you with.

1.PNG

 

kebsquasheshingg
Level 1

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

This is the screen I get. I am using Quickbooks Online

JamesM
QuickBooks Team

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

If you're looking to change/add tax on the page you're on (according to the screenshot you sent), you'd need to click on the field which says, Select GST/HST. I've attached a screenshot below: 

 

 

Let me know if this helps. If not, I recommend locating the transaction if it's already recorded in QuickBooks and changing the taxes from there. Let me know which transaction you're working with and I'll be glad to walk you through adding/adjusting the tax. 

 

For future reference, QBO has great resources which provide tips and tricks on using the program. I suggest checking them out here. Otherwise, feel free to ask questions. :)

kebsquasheshingg
Level 1

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

This is the receipt that I am trying to match to my bank feed. The tax is only on specific items

JamesM
QuickBooks Team

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

I appreciate you sending the screenshot. I want to make sure I'm on the same page as you. You are looking to enter the items on that receipt separately in QB? Could you send me a screenshot of the transaction in QB?

kebsquasheshingg
Level 1

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

Thanks, here is the screen shot 

JamesM
QuickBooks Team

Can i change tax?, some items on the reciept do not have tax, therefore I would like to know how to manually change the amount of tax when recording my transaction

What happens when you add the transaction to QB by clicking the Add option and manually open the transaction to edit? You can locate the transaction by clicking Sales > Expenses > locate the expense you just added > adjust the total amount and the tax amount. Let me know if you need help. 

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