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We in the Community are here to assist you, ovalenzuela1974.
For me to address your concern effectively, it would be helpful to know what specific transaction you've created. Also, I'd like to know what's the issue that prevents you from doing so. Any additional information you can provide would be greatly appreciated.
I'll keep an eye out for your reply. And if you have any other QuickBooks-related concerns, feel free to include them in the comments. Have a great day!
So before we would set up the tax for our area and when I make a invoice all I had to do is check a box and done. Now I pick that a customer has to pay tax and can't add tax and I can't move forward with the invoice unless I don't charge taxes?
Can't charge taxes on Customers. It will not let me send out an invoice.
I'm here to make sure that you're able to charge taxes to your customer, ovalenzuela.
Before we proceed, let me explain how QuickBooks Online calculates the total tax rate. It takes into account three factors:
Even if your customer and product item is set as tax-exempt or not, you'll still be able to check or uncheck the Tax column when you create an invoice.
However, since you cannot add taxes, we can open your account in a private window to rule out browser-related issues. Here are the keyboard shortcuts you can use:
If you can add taxes to your customer's invoice, return to your regular browser and clear your cache. Accumulated cache and cookies can sometimes become outdated or corrupted, leading to unexpected behaviors. You can also switch to other installed supported browsers, which is a good alternative.
On the other hand, could you please share a screenshot of the issue you faced while trying to add taxes? It would help me understand the problem better and provide a specific solution. Also, have you encountered any error messages while saving your invoices?
Moreover, I'm adding this helpful article for future reference to help manage your invoices and better understand the sales tax feature in QuickBooks Online.
Whether you need assistance with invoices and adding taxes on your customer, I'm here to help. You can enter your queries and concerns by clicking the reply button below.
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