Correct invoices created without sales tax

Learn how to correct invoices you created without sales tax in QuickBooks Online.

If you forgot to add sales tax to an invoice, you can customize a report to show invoices with missing sales tax. Correct your invoices to get accurate records for accounting and tax purposes.

If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view .

Step 1: Identify which invoices need sales tax added

Follow this link to complete the steps in product.

1. Enter Transaction List by Date in the search field.
2. From the Report period ▼ dropdown menu, select the correct date range.
3. Select Columns, then select Tax Amount.

Step 2: Add sales tax to an invoice

For each invoice that needs sales tax added:

1. From the list of results, select an invoice that has no sales tax.
2. In the customer form, under the Tax column, check the box.
3. Select a sales tax rate.
4. Select Save.

Related links

• Apply sales tax rates to transactions and sales forms in QuickBooks Online