URGENT- what field do I add to an invoice template to show the sales tax jurisdiction

Creating an invoice template with a customized field for the Sales Tax Jurisdiction is a great way to ensure compliance and clarity in your billing process, kim. 

You can design an invoice template, including a specialized field dedicated to the Sales Tax Jurisdiction. This customization allows you to indicate the applicable tax jurisdiction on your invoices. It’s important to note that when setting up this template, the display on your screen will only show information relevant to the vendor or the state agency involved in the transaction. This streamlined approach ensures unnecessary details are skipped, making it easier for your customers to focus on the essential information.

Below, I’ll guide you through the steps to create this template effectively, ensuring it meets your specific needs:

1. Go to Lists and choose Templates.
   
   
2. Select a template or hit the Templates dropdown menu and click New.
   
   
3. Select a Template type and hit OK.
   
   
4. Choose the Additional Customization button.
   
   
5. From the Footer section, tick Sales Tax and enter the specific sales tax jurisdiction on the Title section.
6. Click OK button.
   
   

Once you make these adjustments, you'll see the changes reflected during the preview stage and when you print the invoice or send a digital copy. Moreover, when creating your invoice template, be sure to assign it a unique name that distinguishes it from your other templates. 

Following these steps enables you to customize an invoice template that includes a specific field for Sales Tax Jurisdiction, enhancing your invoicing process, kim. Remember to regularly review and update your templates as necessary to keep them aligned with any changes in tax laws or business needs. If you have additional questions you can comment below. Keep safe.   

If I only had one sales tax jurisdiction this would work but I have hundreds. I cannot make a seperate template for each jurisdiction. I need the template to be dynamic - it needs to pick up the sales tax "item" name.

All you did was change the title of the sales tax data field. 

DOES anyone else know how to have the sales tax jurisdiction show up on my estimates, sales orders, and invoices?

A sales tax jurisdiction on sales transactions in QuickBooks Desktop (QBDT) can benefit you and your business, @kimbre623.

A dynamic template for entering sales tax data will surely be a great feature of our product. That said, I advise you to send your suggestion to our Development team. This way, they can review your suggestion and possibly include it in future updates.

Here's how:

1. From the top menu bar, choose Send Feedback Online.
2. Click on Product Suggestion.
3. Click on the drop-down for Type of Feedback and select Product Suggestion.
4. Select the Product Area, then enter your thoughts and suggestions.
5. Once done, select Send Feedback.

Moreover, visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and the recent updates in QuickBooks.

In the meantime, you can consider following the alternative way provided by my colleague above.

To learn more about using and customizing form templates, visit this helpful guide: Use and customize form templates.

Please let me know if you require additional assistance with QBDT features such as adding sales tax jurisdictions on invoices and other sales transactions. I'll be there to take care of them.

@Carneil_C 

RE: A dynamic template for entering sales tax data will surely be a great feature of our product.

I don't think anyone asked for a "dynamic template" for "entering sales tax data", whatever that means.

RE: That said, I advise you to send your suggestion to our Development team.

Or, you could just tell the customer how to print details of the sales tax item. That would actually be useful.

I tried what you suggested and it does not update the jurisdiction. I will have to keep playing around with various templates

@kimbre623  RE: I tried what you suggested and it does not update the jurisdiction.

Are you replying to me? If so, then if the jurisdiction, the information you want to see on the printed invoice, is entered on the sales tax item, then it will print.