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Tony_AG
Level 1

Is there a way to add auto sales tax to my invoice? I am currently using the QB Self Employed plan.

 
4 Comments 4
MirriamM
Moderator

Is there a way to add auto sales tax to my invoice? I am currently using the QB Self Employed plan.

It's nice to see you posting here in the Community forum, Tony.

 

I'd be glad to assist you with tracking sales tax to invoices in QuickBooks Self-Employed (QBSE).

 

At this time, adding auto sales tax to invoices isn't an option in QBSE. In the meantime, you'll have to add it manually every time you collect sales tax.

 

To add sales tax to invoices, here's how:

 

  1. In the left menu, click Invoices.
  2. Click the Create invoice button.
  3. Choose Add product or service.
  4. Select the Product or Service dropdown and then choose + Add new.
  5. Enter Manual sales tax for the name.
  6. Enter your sales tax rate amount.
  7. Select Save.

 

For more information on how sales tax works in QBSE, see this article: Manually track sales tax in QuickBooks Self-Employed.

 

If you prefer to enter your sales income and expenses manually, you can refer to this article for a guide: Manually add transactions in QuickBooks Self-Employed.

 

Feel free to reach out to me if you have any more concerns or follow-up questions regarding managing invoices in QBSE. I'm here to provide further assistance.

Tony_AG
Level 1

Is there a way to add auto sales tax to my invoice? I am currently using the QB Self Employed plan.

What subscription should I use to get the auto tax feature to work? Can I add it on?

Tony_AG
Level 1

Is there a way to add auto sales tax to my invoice? I am currently using the QB Self Employed plan.

I don't want to manually enter it, what subscription plan should I switch to that allows me to enter invoices with tax?

IrizA
QuickBooks Team

Is there a way to add auto sales tax to my invoice? I am currently using the QB Self Employed plan.

I understand that you are interested in adding the auto tax feature to your subscription, Tony_AG. Rest assured, I'll do my best to provide you with the necessary information on this matter. 

 

Creating an invoice with tax is currently unavailable in QuickBooks Self-Employed (QBSE). However, you can still enter tax information manually while creating an invoice. To do this, you can follow my colleague's steps or you can also refer to this guide: Manually track sales tax in QBSE.

 

If you wish to use the auto tax feature, you may consider transferring to QuickBooks Online (QBO) since they offer this specific feature. You may refer to this link to view the plans and pricing in QBO: quickbooks.intuit.com/pricing/

 

In addition, you may want to learn more on how to add products and services to an invoice and send it to your customers so they can pay for their purchases in the future: Create invoices in QuickBooks Self-Employed.

 

Furthermore, you can enter the transaction manually if your customer wants to make a payment right now or already paid you. 

 

Just hit the reply button and enter your concerns in the provided field if you have further concerns regarding invoices in QBSE. Stay safe. 

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