Invoice line items with a "T" for non-taxable items

Hi there, TMC1900.

Thanks for bringing your question forward here in the Community. I'd be glad to provide some info about the invoice template in your QuickBooks Online account.

To start, I recommend double checking the taxable status for the product and/or services. This can be done by:

1. Go to Sales then select All sales.
2. Find and open the Billable Expense Charge.
3. To open the bill marked as billable, select the Bill link at the top.
4. Under the Tax column, check the box for taxable products and/or services, or uncheck the box if they are nontaxable.
5. Select Save.

If the items do not have a check in the box and are still appearing as taxable you may need to clear the browser cache. A full cache can prevent web pages from loading properly or cause a break in connection and clearing it will remove any of these blocks. The following article provides the steps to get this done depending on which browser you're using: Clear cache and cookies to fix issues when using QuickBooks Online

Please give these steps a try and let me know how things look afterward. I'll be here to lend a hand if you have any other questions.

I tried all of the steps and that did not solve the problem.  The product/service categories are not taxable by default, nor was the "Tax" button selected in invoice creation.  I have also cleared the cache on multiple occasions.  Thanks for the ideas but none of this has corrected the issue. 

Thank you for giving those steps a try, TMC1900.

Since the issue with the tax is persisting I recommend reaching out to a member of the QuickBooks Online Support Team. Agents have specialized tools, like the ability to share your screen, to take a more in depth look to determine what's causing this to happen. Here's how to get in touch with the team: 

1. Click the Help (?) button.
2. Select either tab to get started:
  - Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  - Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    a. Start a chat with a support expert.
    b. Get a callback from the next available expert.
 

The following article provides these steps if you ever need them again in the future: QuickBooks Online Support

Please don't hesitate to reach back out in the comments below if you need any additional assistance. 

Hi Morgan, I'm having the opposite problem. The invoices used to show the "T" next to taxable items. The new invoice formats do not show that anymore, and there's no option to turn this feature on (that I know of). This is a major problem because we work with government agencies and they need to know what is being taxed and what's not taxable. Can this be resolved?

Hello there, Casey. I'll share some insights about customizing your invoice within your QuickBooks Online (QBO) account to help you get back on track.

The T isn't visible on your invoices because you're using the Modernized template. To make it appear, you need to switch to the Other template.

To get started, you'll need to customize your invoice template. For detailed instructions, please refer to the following link: Customize invoice in QBO.

Once ready, you can create and update invoices with the new template. Here's how:

1. Create or edit an invoice.
2. Click Manage.
3. Under the Design tab, select the invoice template you customized earlier under the Other templates section.

You can click Print and download to save the PDF and review it before sending.

For future guidance, you can look up this article about recording customer payments in QBO: Record invoice payments in QuickBooks Online. You can either record payment for a single invoice or partial payments.

If you have any more questions regarding customizing sales forms within the program, drop a comment below to receive a prompt response. I'm always here to help.

Hello QuickBooks Team,

We’d love to fully transition to the new modernized template, but one major blocker is the absence of the T/NT field to separate taxable and non-taxable items. This distinction is critical for our clients, as without it, it becomes very confusing for them to determine which items are subject to tax.

Right now, we have to stick with the old template just to retain this functionality, which feels like a missed opportunity. It would be fantastic if this feature could be added so we can take advantage of the new template while still providing clarity to our clients.

Has this been considered for a future update? Would love to see this implemented! Appreciate any insights from the team.

Thanks so much!

This feature is currently unavailable in QuickBooks Online (QBO), hz88. I have some valuable information for you regarding this feature on personalizing invoices.

To ensure the correct taxable or non-tax designation for invoices, I encourage you to share your thoughts directly with our product development team, as they greatly value customer input and are eager to receive your suggestions.

Here’s how you can provide feedback:

1. Open your QBO account.
2. Go to the Gear icon located at the top-right corner of your screen.
3. Under the Profile section, select Feedback.
4. Type in your suggestions and then click on Next.

While this is being worked on, you'll want to consider using other invoice designs or templates within QuickBooks Online to ensure accurate tax information for your customers.

Moreover, I'll provide you with this helpful article on personalizing your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Consider this thread as your go-to resource for any questions you may have throughout your invoicing journey. My team and I are always available on this channel.