Solved! Go to Solution.
1) are on a Mac
2) Never charge sales tax
First, just to be thorough...Go to the Customer:Job information under Lists and make sure you UNcheck the box about sales tax under the Additional Info tab
Go to the Layout Editor, and make sure you UNcheck the box regarding sales tax in the Fields editor
FINALLY, I found my solution in the Preferences area.
Choose Preferences from the QuickBooks drop-down menu in the top left corner of your Mac.
Choose Sales Tax (5th item, 3rd row)
UNcheck "customers are charged sales tax".
This will only work if your WHOLE BUSINESS is non-sales tax like ours (consulting). I hope this helped!
I think I found a solution on QB for Mac:
1. In Preferences > Sales Tax, leave the "customers are charged sales tax" box CHECKED. (I know this doesn't make sense - just go with it.) Make sure "most common sales tax" pull-down is set to "no tax".
2. On the invoice window, in the bottom row of 5 boxes, I have the "%" icon toggled to light grey (as opposed to dark grey). Fiddle with it until it's the lighter color.
3. Below my items on the invoice, there's a pulldown that says "no tax", and next to it says 0.0%. Leave it be, even though next to it there's a line item for 0.00 above the total. Again - just go with it.
4. Now, when I go to preview or print my invoice - voila, no tax!
Why did this work? How did I get it to work? I have no idea. But hopefully it will work for you. Good luck.
What Skinnyraven said.
I wanted to thank them, but the format of these forums is as awkward as Quickbooks, so I couldn't comment.
Looks like this was solved for Mac but how can I accomplish this same thing on a PC/Windows??
thanks for the help
Ok that solves it for Mac but what about getting rid of "Sales Tax" on a PC/Windows??
thanks for the help
Good day, @jbaldwin33.
It's nice to see you in the Community thread. I can help remove the sales tax line in an invoice on a PC/Windows.
All you need to do is turn it off in the company preferences if you won't be charging a sales tax. Let me show you how:
You can check out this link for more information about setting up sales tax in QuickBooks Desktop: https://quickbooks.intuit.com/community/Help-Articles/Set-up-sales-tax-in-QuickBooks-Desktop/m-p/203....
That should do it. Let me know if you have other questions about sales tax. I'm here to help.
Half of my work is TAXABLE products. The other half is NON TAXABLE services.
What's the best way to hide the "Sales Tax" line item at the bottom of the description for NON TAXABLE client Invoices?
I'm using a PC/Windows with the desktop version of Quickbooks.
@Anonymous If I turn it off in Preferences, it turns off the Sales Tax line for ALL my clients, which is not an option for my business.
You are correct, ImBarbaraD.
The good thing is that after turning off the sales tax function all transactions remain the same. You can turn it off and turn it back on. Then, uncheck the Make all existing customers taxable and Make all existing non-inventory and inventory parts taxable boxes.
Turn it off temporarily:
Turn it back on:
Then, try to create a dummy invoice to a non-taxable customer (don't forget to delete it) to see if the sales tax line is removed.
If you have any questions, please let us know. Thanks!
Hi Lily - You have gotten closest to my question, but not quite. I have non-tax and taxable sales specific to each customer. When I set up one of my non-tax customers I did not check or assign the Non-Taxable cue (I must have done this for other customers) and each time I invoice this particular customer I have to use the drop down menu to the right of the amount to change it to Non-Taxable.
I want to know how to change my customer's profile so that every sale is Non-Taxable. They are 501c3 - Non Profit, not taxable (and yes, I have their Tax Exempt Form on file). Thank you!
Good day, Answer2019.
Helping you change the customer's profile is my priority. Let's get this set up.
To change the customer's profile into Nan-Taxable, you can set a default 0% for the tax code for your tax-exempt customer. You will first need to create a Non-Taxable item and assign it to your customer.
After that, you can assign the item to the customer's profile. See the steps below:
Even if you assign a taxable item for the tax-exempt customer, it won't calculate since the tax code sets for them is 0%.
You can get more details in this article: Set up sales tax in QuickBooks Desktop.
Let me know how it goes by leaving a reply below. I'll stick around if you need more help. Have a good one.
RoseMarjorieA - Thank you very much. That's exactly what I needed.