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Collect sales tax in QuickBooks Desktop for Mac

by Intuit Updated 1 year ago

Learn how to collect sales tax in QuickBooks Desktop for Mac.

This article is part of a series on Sales Tax. It covers the usual sales tax workflow in QuickBooks Desktop for Mac.

If you encounter problems while working on your sales tax, see Resolve common sales tax issues.

Once you’ve set up your sales tax, you’re ready to create taxable sales. Then, QuickBooks automatically charges and calculates sales tax when you create invoices, sales receipts and other sales forms. Here’s how.

How a taxable sale transaction works

There are two areas on your sales forms that you’ll see sales tax.

  • The item tax: This is used for tracking the if the item is taxable. These will populate automatically if you’ve marked the item as taxable when you set it up.
  • The tax item or group: This is the sales tax item or group you set up and shows the tax rate for them.

QuickBooks will calculate the total of anything taxable on the sales form and adds the sales tax rate.

How to change the sales tax rate for a single sale

There might be times when you need to change or remove the sales tax from a sale, for example your customer is a non-profit organization.

  • Change the item tax: From the Tax column of the sales form, select the taxable area to add or remove a T.
  • Change a tax item or group: From the Tax dropdown, choose the tax item/group. You can also set up a new item. Just start typing the sales tax name and select Set up when prompted.
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