I’m making an estimate and suddenly I have to add tax rate and tax. How to eliminate this?

It’s nice to see you in the Community, skiller1972-aol-.

We’ll have to untick the Tax column on the estimate to prevent it from calculating the tax rate. I’m here to help that you can perform this task in just a few clicks.

Here’s how:

1. Press the New menu and choose Estimate under Customers.
2. On the Estimate page, click the Customer drop-down and select your client’s name.
3. Enter the transaction date in the Estimate date box.
4. Input the correct item or service in the Product/Service column.
5. Uncheck the box for Tax to prevent the estimate from calculating the tax rate.
6. Click Save and close.

For future references, the links below provide detailed information about managing an estimate, converting it to an invoice, personalizing the layout of the sales form, and applying sales tax to the transaction.

• Convert an estimate into an invoice
• Create and send estimates in QuickBooks Online
• Customize invoices, estimates, and sales receipts
• Use automated sales tax on an invoice or sales receipt

Feel free to leave a comment below if you have any other sales tax or estimate concerns. I’ll be glad to assist further. Have a great weekend ahead.