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crispyhexagons
Level 2

Can't get tax to show or be included on estimate line item - custom form, imported

Hi, I'm trying to create a custom expense form to show line items with taxes.  I created and imported a template from word.

 

I would like to show customers the total for several different options so that they can compare prices .  I need to show description, rate, tax and total including tax on each line item, with no grand total at the end (since that would never be an option and the huge total would be off-putting).  There are generally no more than 3-4 line items per estimate.

 

I've figured out how to remove the total at the bottom, but in each line item the tax column is empty, and the total for that line just has a T but doesn't add the tax.  How can I adjust the template to both show and add the tax, other than manually calculating the tax and adding everything in myself?   I've seen others ask this as well, but haven't seen a solution as to how to get the tax to show on each line. 

 

Attaching a screenshot.

 

Thanks

 

2 Comments 2
ChristieAnn
QuickBooks Team

Can't get tax to show or be included on estimate line item - custom form, imported

Hi there, crispyhexagons.

 

Thank you for posting here in QuickBooks Community and I appreciate you for providing detailed information to your concern so I can provide accurate details.

 

Currently, QuickBooks shows the description, rate, and tax columns when you create a customer's entry. The option to adjust the template to show the total including the tax on each line item is unavailable in the system. QuickBooks sales tax is calculated based on the billing address or the location of the sale and it shows beside the Sales tax rate and above the Total amount of the entry.

 

 

 

For additional information about taxes in QBO, please check this article: Sales tax in QuickBooks Online.

 

In the meantime, you can manually enter the tax in the description column.

 

 

 

You may also consider looking for a third-party app that you can integrate with QuickBooks to create an entry with the format or setup you want.

 

I also suggest visiting our QuickBooks Blog to know about the latest news and updates from QuickBooks Online.

 

Please post again or leave a comment if you have any follow-up questions. I'll be here to help. Take care and have a wonderful day!

crispyhexagons
Level 2

Can't get tax to show or be included on estimate line item - custom form, imported

Thanks for your response - if I enter it in the description, I still won't get a total at the end unless I include the price and the tax all in the description, and make the quantity 1 and the rate whatever the total is.  That would work I think except either way I'll need to manually calculate the tax (it will always be the same rate as all of our business is local) and manually add it up.  

 

Another option along these lines is to add two more lines - one for tax and the other for the total - this might be confusing though when there were several  options being presented on the estimate.  

 

Please let me know if I misinterpreted your suggestion and there's an easier way of doing it.

 

Thanks very much

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