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anna117
Level 1

How can I auto-check the sales tax box when invoicing? It is the same % every time and I have to manually check the box for tax for each item.

 
1 Comment 1
IrishA
QuickBooks Team

How can I auto-check the sales tax box when invoicing? It is the same % every time and I have to manually check the box for tax for each item.

I would be delighted to assist you with setting up your products and services as taxable, Anna117.
 

Let's ensure that the product and service categories for sales tax are categorized as taxable, please follow these detailed steps:
 

  1. Navigate to Sales, then select Products & Services.
  2. Locate the item you wish to designate as taxable, then click Edit.
  3. In the Sales Tax Category drop-down, set the item as Taxable.
  4. Click Save to apply the changes.


     

With these settings in place, when creating an invoice, the system will automatically mark the selected products and services as taxable.
 



Moreover, you can run the Sales Tax Liability report to view your sales tax info anytime.

I am always available to assist you in ensuring that the sales tax is correctly added to in your invoices. If you require additional assistance, just please add your feedback or comment below. Have a nice day ahead!

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