Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
K
kiwi11
December 22, 2017
Solved

Adding GST to an invoice

  • December 22, 2017
  • 1 reply
  • 16 views

Hello everyone I just got quickbooks online and I'm getting ready to send my first invoice.

The issue I ran into is that I can't seem to find how to add GST to the invoice. 

 

I've included a picture below.

 

Thank you very much your help I appreciated. 

      Best answer by js955

      Hi there Kiwi,

       

      Welcome to the Community, I'd be happy to help with your questions about invoicing

      .

      In order to add GST to the invoice, you'll first need to set it up in the Sales Tax Center listed under Taxes from the left menu. The following article includes steps on how to add and edit tax rates: https://community.intuit.com/articles/1145271 .

       

      Once set up, you'll have the option to select the tax if it applies to that particular transaction. The screenshot below will show you where it's located on the invoice.

       

      I'll be here to assist if you have any further questions. Thanks

       

       

       

      1 reply

      J
      js955Answer
      December 22, 2017

      Hi there Kiwi,

       

      Welcome to the Community, I'd be happy to help with your questions about invoicing

      .

      In order to add GST to the invoice, you'll first need to set it up in the Sales Tax Center listed under Taxes from the left menu. The following article includes steps on how to add and edit tax rates: https://community.intuit.com/articles/1145271 .

       

      Once set up, you'll have the option to select the tax if it applies to that particular transaction. The screenshot below will show you where it's located on the invoice.

       

      I'll be here to assist if you have any further questions. Thanks

       

       

       

      L
      Loyda
      January 3, 2019

      Hi,

       

      I saw the video, but my self-employed QuickBooks does not have a Sales tab, so I can't set up the taxes for the client I am billing.

       

      I need to bill for services, and I need two lines on the invoice: (1) hours worked, rate, and total and (2) GST on that amount, specifying the GST number.

       

      I have no idea how to do that.

      IamjuViel
      IamjuViel
      Level 8
      January 4, 2019

      Thank you for joining the thread, @Loyda.

       

      I'm here to share some information on how you can add sales tax in your invoices.

       

      Currently, the ability to set up and automatically calculate Sales tax in QuickBooks Self-Employed is not yet available. What you can do is to add a line item for sales tax and enter the amount of the sales tax manually.

       

      Here's how:

      1. Click Invoices from the menu tab.
      2. Go to Create Invoice.
      3. Enter the necessary information in the invoice.
      4. Click Add work.
      5. Type in Sales Tax in the Description field.
      6. Use Flat rate.
      7. Enter the amount.
      8. Click Add to invoice.

      If you're looking to managing sales tax in invoices, we recommend QuickBooks Online. To further check which QuickBooks versions best suit your business, please click this link: https://quickbooks.intuit.com/online-compare/

       

      On the other hand, our Product Developers are planning on adding more tools and features to this program in the months ahead, so be sure to keep an eye on our blog for announcements: https://intuit.me/2L2zqTv.

       

      If there are any app features you’d like to get more familiar with, feel free to visit our Community page. I’m always here to help.

        Need QuickBooks guidance?
        Log in to access expert advice and community support instantly.
        Terms & ConditionsAccessibility statement