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Level 1

How can I tax items at different rates on the same invoice?

I sell items that carry different sales tax rates, so I cannot just tax the total on an invoice I have to tax each item individually.  How do I set this up?  QB seems only to want to tax the total of taxable items on the invoice.  Also, if I create separate invoices to bill these items QB wants to change the tax assigned to the customer each time I sell an item with a different tax rate.  Any videos or articles on this?  Thanks.
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Best answer 12-10-2018

Accepted Solutions
Level 15

@ will the only way to use different sales tax rates for...

@ will

the only way to use different sales tax rates for different items is

create a sales tax item with a 0% rate and assign that to the customer

on the invoice, list all items for rate 1, follow with a sub total item, follow that with sales tax item for rate 1

list the items for rate 2, sub total item, sale tax item for rate 2

etc etc

View solution in original post

13 Comments
Level 15

@ will the only way to use different sales tax rates for...

@ will

the only way to use different sales tax rates for different items is

create a sales tax item with a 0% rate and assign that to the customer

on the invoice, list all items for rate 1, follow with a sub total item, follow that with sales tax item for rate 1

list the items for rate 2, sub total item, sale tax item for rate 2

etc etc

View solution in original post

Level 1

Thanks, Rustler.  I will give that a try.  It is much mor...

Thanks, Rustler.  I will give that a try.  It is much more complicated than I had hoped but I see that QB wants to assign a general rate to each customer which is the underlying problem.  Adding the fields you suggest to the invoice will require building an invoice but it is what it is.
Level 15

You're Welcome

You're Welcome
Level 1

Rustler, after going to the Layout Designer I don't see a...

Rustler, after going to the Layout Designer I don't see a way to add the fields you suggest to an invoice.  Can you point me in the right direction?  How do I place a subtotal field on the invoice.  This would require customization through the Layout Designer, correct?
Level 1

Just figured it out.  Thanks!

Just figured it out.  Thanks!
Level 15

You're Welcome

You're Welcome
Level 1

I have a similar issue.  Can you give me a step by step t...

I have a similar issue.  Can you give me a step by step to customize through the layout designere.
Level 8

You'll need to set up a sales tax group and add the tax i...

You'll need to set up a sales tax group and add the tax items to the group.
Level 1

I don't think this is a solution? Groups would still appl...

I don't think this is a solution?
Groups would still apply to the total of the taxable items invoiced rather than single items.
So, this would work only if I could use multiple groups on a single invoice, which is the original problem of not being able to use multiple tax rates on a single invoice.
Level 1

To clarify: I need to apply different sales tax rates to...

To clarify: I need to apply different sales tax rates to individual items on an invoice, not multiple tax rates on each item.   Anything come to mind?  Appreciate the help.
Level 8

We don't have sales tax here so I'm not understanding how...

We don't have sales tax here so I'm not understanding how multiple items on one invoice could have different tax rates.
Level 1

Some of my service items are taxable as labor and materia...

Some of my service items are taxable as labor and materials and other service items are taxable as materials only.  I could solve the problem by breaking out the labor and materials as items but this requires a lower level of itemization than I wish to record.  I don't want to put labor and materials on the customer's invoice, just the service items they purchased.
Level 1

Some state have State Tax rate, Country Tax Rate, and Loc...

Some state have State Tax rate, Country Tax Rate, and Local city tax rate. Also, I have a client who has a bar and we need to add sales tax AND ABC tax on liquor.  I have not figured out how to o this yet.  I just started with the bar client today.

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