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cheffrey1102
Level 1

How do I add sales tax on my invoices

 
4 Comments 4
Rubielyn_J
QuickBooks Team

How do I add sales tax on my invoices

Let me share with you how sales tax works in QuickBooks Self-Employed and how you can add them on your invoices, @cheffrey1102

 

When you're self-employed, you're responsible for collecting sales tax for the products and services you sell. To see what you need to collect and when to send it, check your state and local governments' tax franchise boards.

 

In addition, QuickBooks Self-Employed tracks income from the products and services you sell. However, it doesn't automatically calculate sales tax. All we can do is create a sales tax item, then add it to your invoices like a product or service.

 

Here's how:

 

  1. Select the Invoices menu.
  2. Click Create invoice.

  3. Enter the customer's name.
  4. Select +Add product or service and enter the necessary information.
  5. In the second line item, enter the Manual sales tax and enter the rate.
  6. Once done, click Save.

 

For more insights, please check out this article: Manually track sales tax in QuickBooks Self-Employed.

 

In addition, let me share this link on how you can manage your invoices. It also covers some information on how you can set invoice preferences and how to process its payment.

 

Keep in touch if you have other questions about your invoices in QuickBooks Self-Employed. I'll get back to you right away. Stay safe and have a great day!

Rubielyn_J
QuickBooks Team

How do I add sales tax on my invoices

Hi, @cheffrey1102.

 

Hope you’re doing great. I wanted to see how everything is going about adding the sales tax concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

Playman
Level 1

How do I add sales tax on my invoices

How do you charge sales tax on the app? 
mine shows 13% but I can’t enter it manually and it does not calculate. When I preview the invoice it shows sales tax excluded and $0 it will not allow me to enter it

DivinaMercy_N
Moderator

How do I add sales tax on my invoices

Thanks for joining this thread, @Playman.

 

In QuickBooks Self-Employed (QBSE), you can add sales tax items to the invoice using a web browser. To do so, you can perform the steps outlined by my colleague, Rubielyn_J. To get more information about tracking sales tax in QBSE, feel free to visit this article: Manually track sales tax in QuickBooks Self-Employed.

 

You'll want to categorize your transactions in QBSE to ensure they are allocated to the correct line of your Schedule C.

 

If you have any other questions about adding sales tax in QBSE, please post a reply below. I'm always here to help. Take care.

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