How do I set up automatic sales tax on invoices with quickbooks self employed?

Hi there, chrisdo27.

Being able to automatically calculate sales tax would be great. However, we can only add them manually in QuickBooks Self-Employed (QBSE). You'll have to create a specific sales tax line item by following these steps:

1. Go to the Invoices menu.
2. Select Create invoice.
3. Select Add product or service.
4. Select the Product or Service dropdown and then + Add new.
5. Enter "Manual sales tax" for the name and enter your sales tax rate.
6. Select Save.

After that, you can add the Manual sales tax item any time you create an invoice. You may also read this article for more info: Manually track sales tax in QBSE.

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

Here's how:

1. Go to the Assistant feature.
2. Type in Submit Feedback.
3. Choose Add a feature.
4. Enter your suggestions.

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Hello, I would like to know how I can set up the tax on the invoices.

Hi there Judy, we can create a specific sales tax line item as a product or service and manually add it to your invoices.

You can find more details on how to do that in this article: Manually track sales tax in QuickBooks Self-Employed.

If you’re looking to streamline things, you might find it interesting to see how automated sales tax works in QuickBooks Online. It’s a great option whenever you're ready to upgrade your workflow.

If you still need further assistance, please don't hesitate to leave a post below.